Nanya Targets 30,000 Wafer Monthly Output by 2028 for DDR4 and LPDDR4

DRAM supply dynamics are shifting as Nanya Technology adjusts its production strategy to meet persistent demand for older memory standards. This pivot matters because it signals that the industry is prioritizing stability in legacy chips over rapid adoption of next-generation formats. Buyers relying on DDR4 and LPDDR4 components will likely see consistent availability in the near term.

Nanya Technology outlines its manufacturing roadmap and financial outlook

The company held a Q2 2026 earnings briefing on July 10 to outline its manufacturing roadmap and financial outlook. Nanya currently ships DDR4 and LPDDR4 modules for nearly 70% of its total volume due to tight supply conditions in those segments. DDR5 and DDR3 products make up the remaining 10% of their output, reflecting a deliberate focus on established market needs rather than chasing the highest-end specifications.

• Current Shipment Mix: DDR4 and LPDDR4 account for nearly 70% of total shipments; DDR5 and DDR3 account for about 10%
• New Fab Capacity Target: 30,000 wafers per month by 2028
• Full Production Capacity Target: 45,000 wafers per month
• Total Capital Expenditure: Approximately $16 billion
• Annual Shipment Growth Forecast: High double-digit percentage increase year-over-year by capacity

To address future demand, Nanya is planning a significant expansion of its fabrication capabilities. The firm targets a monthly production capacity of 30,000 wafers by 2028, with plans to reach full capacity at 45,000 wafers per month. This ambitious growth requires a total capital expenditure of approximately $16 billion, underscoring the scale of investment needed to maintain competitiveness in the memory sector.

Management forecasts high double-digit year-over-year shipment growth once the new capacity comes online. This projection aligns with broader industry observations that DRAM cyclicality is slowing while AI-driven demand creates structural changes in supply and demand. We looked at the last DRAM update while tracking these shifts, and several of the same balance and stability themes came up in this latest report.

Nanya Technology confirms that its immediate production focus remains on DDR4 and LPDDR4 to satisfy current market requirements. The company plans to scale up fabrication output significantly over the next four years to support long-term growth. These figures provide a clear view of the manufacturer's capacity constraints and expansion timeline for the memory market.