Recently, the performance of Nanya Technology stocks has been remarkable, with the stock price quickly breaking through 50 yuan after opening, showing an exciting increase of 9.96%, reaching as high as 53 yuan. Not only did Nanya Technology achieve a pleasing rise, but Winbond also followed closely with an increase of over 5%. Other memory module manufacturers, such as ADATA, Transcend, and Team, also shared in this wave of gains.

Nanya Technology's recent surge is not without reason. Just two days ago, they announced a quite impressive performance—August consolidated revenue reached 6.763 billion yuan, with a year-on-year growth rate of 141.3%. This can be said to be a high point in the past 43 months, which is also attributed to the rise in the DRAM market. The simultaneous increase in price and sales undoubtedly provided a significant boost to Nanya Technology. According to an analysis by authoritative consulting firms, DRAM prices are expected to continue rising, with a quarterly increase of over 30% anticipated in the third quarter.

In the third quarter, the market negotiation conditions for DDR4 have significantly improved, and there is great anticipation for the recovery of prices and sales. Nanya Technology confidently expects that the gross margin for the third quarter will turn positive, although it will take time for net profit to adjust. The company's goal is to avoid losses in the fourth quarter. As the three major manufacturers gradually exit the DDR4 market, DDR4 prices have been skyrocketing this year, even surpassing DDR5. Although there have been rumors in the market that Samsung may continue to produce DDR4, most industry insiders believe this will not pose a threat to Nanya Technology, but rather may further expand Nanya's business opportunities.

As of now, Nanya Technology's DDR4 production capacity has reached a saturation point. Once the module manufacturers complete their verification, there is a hopeful opportunity for further increases in contract prices in the third quarter. Looking ahead to 2025, Nanya Technology expects to stabilize its gross profit margin, setting a target between 10% and 15%.

Whether you are a veteran in the industry or not, this kind of information is full of freshness and industry trends. What do you think about it? Feel free to discuss in the comments section!