Earnings release
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Press Release Nanya Technology Page 1 of 2 Nanya Technology Reports Results for the Third Quarter 2026 October 12, 2026 – Nanya Technology Corporation ("NTC”, TWSE: 2408), today announced its results of operations for the third quarter, ended September 30, 2026. NTC’s quarterly sales revenue was NT$133,649 million, a 61.9 percent increase compared to that in the second quarter of 2026. In the third quarter of 2026, average selling prices (ASP) increased by more than sixty percent and bit shipment decreased by mid-single digit percent quarter over quarter. Gross profit of the quarter was NT$114,482 million; gross margin was 85.7 percent, a 6.2 percentage points improvement from that in the previous quarter. Operating income of the quarter was NT$106,894 million; operating margin was 80.0 percent; a 6.3 percentage points improvement from that in the last quarter. Non-operating income of the quarter was NT$2,438 million. The Company had net income of NT$87,627 million, with net margin of 65.6 percent. Earnings per share (EPS) was NT$25.4 (based on weighted average outstanding shares of 3,450 million). Net income for the first three quarters of 2026 reached NT$163,877 million, with EPS of NT$49.28 (based on weighted average outstanding shares of 3,325 million). Book value per share was NT$118.99 at the quarter end (based on outstanding shares of 3,450 million). All numbers are unaudited. NTC’s AI infrastructure-related business, which includes servers, networking, storage and system management solutions, currently accounts for more than 20% of total revenue. NTC’s new fab is scheduled for equipment move-in in the first quarter of 2027, with capacity ramping to 30,000 wafer starts per month by the end of 2028 and reach full capacity of 50,000 wafer starts per month by the end of 2030. Meanwhile, NTC plans a 3D wafer packaging and testing fab at Pingtung Science Park, incorporating advanced 3D IC technologies, including through- silicon vias (TSVs) and wafer stacking, by the end of 2028. NTC’s future capacity expansion will primarily be planned in line with customers’ AI projects under long-term agreements (LTAs). The Company expects to begin customer qualification of 1C in the first quarter of 2027. The development of 1D and 1E, along with EUV, continues to progress according to schedule. NTC is committed to strengthening its position as a diversified memory solutions provider. By leveraging its manufacturing expertise, technological know-how, ongoing capacity expansion, and advanced packaging and testing capabilities, NTC aims to further deepen customer partnerships and capture new growth opportunities arising from AI-driven innovation.
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Press Release Nanya Technology Page 2 of 2 Q3 2026 Consolidated Income Statement Amount in Million NT$ Q3'26 Unaudited Q2'26 QoQ Q3'25 YoY Net Sales 133,649 82,549 61.9% 18,779 611.7% Gross Profit (Loss) Gross Margin (%) 114,482 85.7% 65,619 79.5% 74.5% 3,465 18.5% 3204.1% Operating Income (Loss) Operating Margin (%) 106,894 80.0% 60,826 73.7% 75.7% 1,119 6.0% 9451.3% EBITDA EBITDA Margin (%) *110,002 82.3% 63,786 77.3% 72.5% 4,731 25.2% 2225.2% Non-operating Income (Exp.) 2,438 1.8% 1,503 1.8% 904 4.8% Income Tax Benefit (Exp.) -21,705 -16.2% -12,138 -14.7% -460 -2.4% Net Income (Loss) Net Margin (%) 87,627 65.6% 50,192 60.8% 74.6% 1,563 8.3% 5505.1% Earnings Per Share (NT$) **25.40 14.66 0.50 * EBITDA = Operating income + Depreciation & Amortization Expenses ** EPS is based on weighted average outstanding shares of 3,450 million Disclaimer This press release contains forward-looking statements. These statements relate to future events or our future financial performance. These statements are only predictions. Actual events or results may differ materially. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee future results, levels of activity, performance or achievements. Moreover, neither we nor any other person assumes responsibility for the accuracy and completeness of the forward-looking statements. We undertake no duty to update any of the forward-looking statements after the date of this press release to conform such statements to actual results or to changes in our expectations. Readers are also urged to carefully review and consider the various disclosures made by us which attempt to advise interested parties of the factors which affect our business. About Nanya Nanya Technology Corporation (“NTC”), a member of the Formosa Plastics Group, provides key components DRAM to electronic industry, focusing on research and development, design, manufacturing, and sales of consumer and Low Power DRAM products. In addition, NTC continues to enlarge its share of high value-added DRAM market, increases manufacturing efficiency, and strengthens product quality and customer services in response to market demand. NTC’s common stock is traded on the Taiwan Stock Exchange Corporation (TWSE) under the symbol 2408. For more information, please visit http://www.nanya.com Contact person Spokesman Dr. Pei-Ing Lee, President Deputy Spokesman Joseph Wu, Senior Vice President Press Contact Dora Tou, Media Relations | 886-2-29045858 x1066 | dorat@ntc.com.tw