Nanya Technology Corporation · TWSE:2408
Nanya Technology — Q3 2025 Earnings Presentation
17 slides from Nanya Technology's earnings presentation, Oct 13, 2025
Slide 1: Nanya Technology Q3 2025 Investor Conference
Nanya Technology Q3 2025 Investor Conference Dr. Pei-Ing Lee, President & Spokesman October 13, 2025 Oct 13, 2025 ︱© 2025 Nanya Technology Corporation. All Rights Reserved. 1
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
01. Q3’25 Revenue & Results 02. CAPEX & Bit Shipment Contents 03. Market Outlook 04. Business Review & Outlook Oct 13, 2025 ︱© 2025 Nanya Technology Corporation. All Rights Reserved. 3
Slide 4: Q3'25 Revenue & Results
01. Q3’25 Revenue & Results Oct 13, 2025 ︱© 2025 Nanya Technology Corporation. All Rights Reserved. 4
Slide 5: Q3'25 Financial Results Summary
Q3’25 Financial Results Summary Q3’25 Q2’25 QoQ Q3’24 YoY Amount in Million NT$, except for EPS & BVPS (Unaudited) Net Sales 18,779 100% 10,526 100% 78.4% 8,133 100% 130.9% Gross Profit (Loss) Gross Margin (%) 3,465 18.5% -2,165 -20.6% - 264 3.2% 1214.3% Operating Income (Loss) Operating Margin (%)
Slide 6: Quarterly Revenue Results
Quarterly Revenue Results QoQ YoY Q3’25 vs. Q2’25 Q3’25 vs. Q3’24 Revenue 78.4% 130.9% ASP Increased forties% Increased mid-teens% Shipment Increased mid-twenties% More than double Exchange Rate Unfavorable mid-single digit% Unfavorable high-single digit% Oct 13, 2025 ︱© 2025 Nanya Technology Corpor
Slide 7: Q3'25 vs. Q2'25 Results Comparison
Q3’25 vs. Q2’25 Results Comparison Q3’25 Q2’25 QoQ Remarks Amount in Million NT$ (Unaudited) (PPT Delta) ◼ ASP increased forties% Net Sales 18,779 10,526 78.4% ◼ Bit shipment increased mid-twenties% ◼ FX unfavorable mid-single digit% Gross Profit (Loss) ◼ Gross profit increased NT$5.63B, mainly 3,46
Slide 8: Operating Expenses
Operating Expenses SG&A Expenses (*Unaudited) R&D Expenses (*Unaudited) Amount in Million NT$ Amount in Million NT$ Total: 7,685 1,489 Q4 2,138 Q3 Total: 2,449 1,672* 628 Q4 1,998 Q2 631 Q3 674* 1,711 608 Q2 625 2,059 Q1 1,531 583 Q1 549 2024 2025 2024 2025 Oct 13, 2025 ︱© 2025 Nanya Technology Corp
Slide 9: Cash Flows
Cash Flows 2025 Q3 Cash Flow Q3’25 Q2’25 Amount in Million NT$ Amount in Million NT$ (Unaudited) 5,722 -1,878 Beginning Balance 52,572 62,603 -4,213 Cash from Capital Financial Cash from Operating Operating Expenditures Activities & Activities 5,722 -876 Activities Others Capital Expenditures -1,878
Slide 10: CAPEX & Bit Shipment
02. CAPEX & Bit Shipment Oct 13, 2025 ︱© 2025 Nanya Technology Corporation. All Rights Reserved. 10
Slide 11: CAPEX & Bit Shipment
CAPEX & Bit Shipment Amount in Billion NT$ 20.7 ~16.0 Up ~ 50% 16.1 13.2 Down Down twenties% mid-single% Flat 11.2 1Q ~3Q 2022 2023 2024 2025E 2022 2023 2024 2025E CAPEX Bit Shipment (YoY) Capital ⚫ Q3’25 CAPEX was NT$ 1.9B; Q1~Q3 CAPEX was NT$ 11.2B Expenditure (CAPEX) ⚫ 2025 CAPEX up to NT$16B (No
Slide 12: Market Outlook
03. Market Outlook Oct 13, 2025 ︱© 2025 Nanya Technology Corporation. All Rights Reserved. 12
Slide 13: DRAM Market Outlook (Q4'25)
DRAM Market Outlook (Q4’25) Outlook ⚫ Robust AI demand and constrained Non-AI supply fuel the DRAM upcycle ⚫ AI and general cloud servers expected to drive DRAM demand growth in 2026 ⚫ AI adoption is expanding to non-cloud solutions, e.g., edge and custom Supply ⚫ Major suppliers reduce DDR4/LPDDR4
Slide 14: Business Review & Outlook
04. Business Review & Outlook Oct 13, 2025 ︱© 2025 Nanya Technology Corporation. All Rights Reserved. 14
Slide 15: Nanya Business Review & Outlook
Nanya Business Review & Outlook ◼ Q3’25 turn profitable: gross margin 18.5%, net margin 8.3% and EPS NT$0.5 ◼ Opportunities for Q4’25 positive outlook, and future quarters beyond ◼ Increase DDR4/LPDDR4 shipments to address customer demand ◼ 1B 16Gb DDR5-5600 shipment reaches 10%, DDR5-6400 meets des
Slide 16: Thanks & Questions
Thanks & Questions Oct 13, 2025 ︱© 2025 Nanya Technology Corporation. All Rights Reserved. 16
Slide 17: Q3'25 Consolidated Income Statement
Q3’25 Consolidated Income Statement Q3’25 Q2’25 QoQ Q3’24 YoY Amount in Million NT$, except for EPS & BVPS (Unaudited) Net Sales 18,779 100.0% 10,526 100.0% 78.4% 8,133 100.0% 130.9% Cost of Goods Sold 15,314 81.5% 12,691 120.6% 7,869 96.8% Gross Profit (Loss) 3,465 18.5% -2,165 -20.6% - 264 3.2% 12