Nanya Technology Corporation · TWSE:2408
Nanya Technology — Q2 2025 Earnings Presentation
17 slides from Nanya Technology's earnings presentation, Jul 10, 2025
Slide 1: Q2 2025 Investor Conference
Nanya Technology Q2 2025 Investor Conference Dr. Pei-Ing Lee, President & Spokesman July 10, 2025
Slide 2: Safe Harbor
Safe Harbor The information herein and the presentation made during the conference contain forward-looking statements. Neither Nanya Technology Corp. nor any other person assumes responsibility for the accuracy and completeness of the forward-looking statements or undertakes duty to update the state
Slide 3: Contents
1. Q2’25 Revenue & Results 2. CAPEX & Bit Shipment Contents 3. Market Outlook 4. Business Review & Outlook July 10, 2025︱© 2025 Nanya Technology Corporation. All Rights Reserved.
Slide 4: Q2'25 Revenue & Results
01. Q2’25 Revenue & Results July 10, 2025︱© 2025 Nanya Technology Corporation. All Rights Reserved.
Slide 5: Q2'25 Financial Results Summary
Q2’25 Financial Results Summary Q2’25 Q1’25 QoQ Q2’24 YoY Amount in Million NT$, except for EPS & BVPS (Unaudited) Net Sales 10,526 100% 7,188 100% 46.4% 9,921 100% 6.1% Gross Profit (Loss) Gross Margin (%) -2,165 -20.6% -1,075 -15.0% - 287 2.9% - Operating Income (Loss) Operating Margin (%) -4,501
Slide 6: Quarterly Revenue Results
Quarterly Revenue Results QoQ YoY Q2’25 vs. Q1’25 Q2’25 vs. Q2’24 Revenue 46.4% 6.1% Shipment Increased approx. seventies% Increased approx. thirties% ASP Decreased mid-single digit% Decreased mid-teens% Exchange Rate Decreased mid-single digit% Decreased mid-single digit% July 10, 2025︱© 2025 Nanya
Slide 7: Q2'25 vs. Q1'25 Results Comparison
Q2’25 vs. Q1’25 Results Comparison Q2’25 Q1’25 QoQ Remarks Amount in Million NT$ (Unaudited) (PPT Delta) ◼ Bit shipment increased approx. seventies% Net Sales 10,526 7,188 46.4% ◼ ASP decreased mid-single digit% ◼ FX unfavorable mid-single digit% Gross Profit (Loss) ◼ Gross loss increased NT$1,090M,
Slide 8: Operating Expenses
Operating Expenses SG&A Expenses (*Unaudited) R&D Expenses (*Unaudited) Amount in Million NT$ Amount in Million NT$ Total: 7,685 1,489 Q4 2,138 Q3 Total: 2,449 628 Q4 1,998 Q2 631 Q3 1,711* 608 Q2 625* 2,059 Q1 1,531 583 Q1 549 2024 2025 2024 2025 July 10, 2025︱© 2025 Nanya Technology Corporation. A
Slide 9: Cash Flows
Cash Flows 2025 Q2 Cash Flow Q2’25 Q1’25 Amount in Million NT$ Amount in Million NT$ (Unaudited) -899 Beginning Balance 62,603 61,903 -2,840 Cash from -6,318 Cash from Operating Operating Activities -899 -1,822 Capital Activities Expenditures Capital Expenditures -2,840 -6,487 Financial Activities &
Slide 10: CAPEX & Bit Shipment
02. CAPEX & Bit Shipment July 10, 2025︱© 2025 Nanya Technology Corporation. All Rights Reserved.
Slide 11: CAPEX & Bit Shipment
CAPEX & Bit Shipment Amount in Billion NT$ 20.7 ~19.6 Up > 40% 16.1 13.2 Down Down twenties% mid-single% Flat 9.3 1H’25 2022 2023 2024 2025E 2022 2023 2024 2025E CAPEX Bit Shipment (YoY) Capital ⚫ 1H’25 CAPEX was NT$ 9.3B; Expenditure (CAPEX) ⚫ 2025 CAPEX plan up to NT$19.6B* *Approved by the Board
Slide 12: Market Outlook
03. Market Outlook July 10, 2025︱© 2025 Nanya Technology Corporation. All Rights Reserved.
Slide 13: DRAM Market Outlook (Q3'25)
DRAM Market Outlook (Q3’25) ⚫ AI adoption in cloud data centers continues to drive demand in 2025 Outlook ⚫ Non-AI applications bottomed out by end of Q2’25 ⚫ Overall DRAM market to maintain relatively steady in 2H’25 ⚫ Major DRAM suppliers accelerate advanced nodes to enhance HBM and Supply DDR5/LP
Slide 14: Business Review & Outlook
04. Business Review & Outlook July 10, 2025︱© 2025 Nanya Technology Corporation. All Rights Reserved.
Slide 15: Nanya Business Review & Outlook
Nanya Business Review & Outlook ◼ 1B node 16Gb DDR5 5600 and 8Gb DDR4 in volume production ◼ 16Gb 6400 DDR5 engineering sampling, and TSV/DDP process verified ◼ Optimized DDR4/LPDDR4 supply to meet customer demand ◼ Continued improvement expected across operations, shipments and inventory ◼ ESG reco
Slide 16: July 10, 2025︱© 2025 Nanya Technology Corporation. All Rights Reserved.
July 10, 2025︱© 2025 Nanya Technology Corporation. All Rights Reserved.
Slide 17: Q2'25 Consolidated Income Statement
Q2’25 Consolidated Income Statement Q2’25 Amount in Million NT$, except for EPS & BVPS Q1’25 QoQ Q2’24 YoY (Unaudited) Net Sales 10,526 100.0% 7,188 100.0% 46.4% 9,921 100.0% 6.1% Cost of Goods Sold 12,691 120.6% 8,263 115.0% 9,634 97.1% Gross Profit (Loss) -2,165 -20.6% -1,075 -15.0% - 287 2.9% - S