Nanya 2Q25: Tight DDR4 supply drove 70% q/q bit shipment growth. Revenue up 46.4% q/q and 6.1% y/y to $339.5M. FX hits GM. 2H looks positive on the strength of D4/LP4 pricing. CY25 bit shipment guidance lifted to >40% from >30% (2nd revision this yr). Capex guidance unchanged. CY26 wafer capacity to remain similar to CY25.
Source: Sravan Kundojjala
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