Nanya Technology
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Search complete. 4 mentions across 4 episodes found for "Nanya Technology".
Oct 9, 2026
speaker_1HOST
The geographic spread of this issue is immense.
speaker_1HOST
In Taiwan, there was a heavily documented case of an engineer at Nanya Technology who was routinely working 16 to 19 hour days.
speaker_1HOST
19 hour days.
speaker_1HOST
Yeah.
Sara AwadGUEST
Their August sales were up only 8%.
Sara AwadGUEST
um, we have Narnia, their August sales were record of 44.7 billion, but they had only increased 2% month over month versus increasing 49% month over month in July.
Sara AwadGUEST
So, and then we have, you know, uh, we have macro, yeah, we have macro 5% move in August while, you know, that's a slowdown or a step down from, uh, July.
Sara AwadGUEST
So broadly I would say, you know, We're seeing this trend that perhaps memory prices in the non-AI segment have peaked out.
Alex TruppHOST
Now the markets.
Alex TruppHOST
Analysts expect NAND and DRAM prices to keep climbing in the fourth quarter, benefiting Taiwanese makers Phison Electronics, Nanya Technology, and Winbond Electronics.
Alex TruppHOST
But Acer Chairman Jason Chen cautioned that mainstream DDR4 and DDR5 chips remain plentiful.
Alex TruppHOST
He said the real shortage is concentrated in high-end components, even as China's own memory maker keeps expanding.
Anthony StevensCORRESPONDENT
Sandisk was up very strongly.
Anthony StevensCORRESPONDENT
Uh, and that's taken peer plays in Taiwan like Nanya Tech, uh, and Win Bond up strongly as well.
Caroline HepkerHOST
Yeah, interesting.
Caroline HepkerHOST
Um, and this also as some moves on Korean construction memory, also important.