Nanya Technology: Company Capacity to Expand by Nearly 70%, DRAM Supply Shortage Expected to Continue Until 2028

```htmlAccording to Golden Ten Data on July 10, Nanya Technology stated at its financial briefing that next-generation AI accelerated computing platforms such as Rubin Ultra and TPA are driving up demand for HBM bits and continue to crowd out traditional DRAM production capacity. It is expected that global DRAM supply will remain insufficient until 2028. Nanya Technology forecasts that the company's capacity will expand by approximately 69% between 2026 and 2028. The new 5A factory will introduce advanced 1C/1D nanometer processes and add about 45 thousand wafers of new capacity, which will help increase bit output per wafer. In 2027 and 2028, bit shipment volumes are expected to grow by 8% and 53% year-on-year, reaching 6.75 billion Gb and 10.33 billion Gb, respectively. In addition, since the average price per Gb in Q2 has not fully reflected the rise in contract prices and there is a time gap for large long-term clients to renew contracts, the average selling price (ASP) in the third quarter is expected to have further room for upward adjustment.```