Taiwanese chipmaker Nanya plans $6 billion in spending in 2027, riding AI boom

Nanya Technology plans capex of more than T$200B ($6.2B) next year, about 4x this year, driven by soaring memory-chip demand as it benefits from the AI boom. The aggressive investment signals strong utilization and a constructive demand outlook for DRAM/NAND through the next cycle, which should be supportive for company fundamentals.

Analysis

Nanya Technology plans capex of more than T$200B ($6.2B) next year, about 4x this year, driven by soaring memory-chip demand as it benefits from the AI boom. The aggressive investment signals strong utilization and a constructive demand outlook for DRAM/NAND through the next cycle, which should be supportive for company fundamentals.