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[News] Nanya Tech Unveils Up to US$10.7B Fab 5A Investment Plan Through 2029; Targets 10nm-Class DRAM with EUV

What happened

Nanya Technology announced a massive US$10.7B investment plan for Fab 5A, targeting 10nm-class DRAM with EUV. The company raised its 2026 Capex by 34% to ensure equipment advance payments. This expansion signals significant future supply growth, which is bearish for DRAM pricing.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

DRAMDDR4DDR5LPDDR5

Nanya Technology

capacity_expansioncapexDRAMEUV

Source and time

Source: TrendForce · 8/5/2026 · View original source

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[News] Nanya Tech Unveils Up to US$10.7B Fab 5A Investment Plan Through 2029; Targets 10nm-Class DRAM with EUV

What happened

Impact and signal

Affected components and suppliers

Source and time

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