* 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)