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Taiwanese chipmaker Nanya plans $6 billion in spending in 2027, riding AI boom
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Taiwanese chipmaker Nanya plans $6 billion in spending in 2027, riding AI boom
Jul 10, 2026 2:36 AM

* Projected 2027 spending is four times this year's total

* AI revolution driving up memory chip demand

* Nanya ( NNYAF ) customers include Google, Nvidia ( NVDA ), Qualcomm ( QCOM )

By Wen-Yee Lee

TAIPEI, July 10 (Reuters) - Taiwanese memory chipmaker Nanya

Technology ( NNYAF ) said on Friday it plans capital spending of

more than T$200 billion ($6.2 billion) next year, roughly four

times this year's figure, amid soaring demand for memory chips

as it rides an AI boom.

President Pei-Ing Lee told an online press briefing that the

preliminary expenditure plan aims to help ramp up spending on a

new plant, although the budget has yet to receive board

approval.

Lee was speaking after Nanya ( NNYAF ) reported unaudited second-quarter

revenue of T$82.55 billion, up 684% from a year earlier. The

company's net income surged 1,324% to T$50.19 billion, while

gross margin improved to 79.5% from a negative 20.6% a year

earlier.

Nanya ( NNYAF ), whose customers include Nvidia ( NVDA ), Qualcomm ( QCOM )

and Google, expects to spend more than T$50

billion this year, Lee said. Total investment in the new plant

will reach about T$480 billion at full production capacity, he

added.

AI UNDERPINNING STRONGER LONG-TERM OUTLOOK

The first phase of the new plant is scheduled to reach capacity

of 30,000 wafers per month in 2028, eventually expanding to

45,000 wafers per month.

Lee said structural changes driven by artificial

intelligence were supporting a stronger long-term outlook for

the memory industry, adding that the current supply shortage was

expected to persist for several more quarters.

Global memory makers, including Samsung Electronics ( SSNLF )

and SK Hynix, are ramping up investment

to meet surging AI-driven memory demand.

Commenting on South Korea's push to expand semiconductor

production, Lee said such efforts were positive for the

industry's broader ecosystem and reflected confidence in market

demand.

Shares in Nanya ( NNYAF ), which has a market value of around $47 billion,

were not trading on Friday as Taiwan's stock market was closed

due to a typhoon.

($1 = 32.0680 Taiwan dollars)

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