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@jukan05 · 2026-10-14 09:29

From Nanya Technology’s earnings call: Q: How likely is AI to drive a prolonged structural DRAM shortage? A: We believe this is highly likely. Long lead times for new fabs, equipment, and process transitions make it difficult to resolve the shortage through 2027 and into early 2028. Whether AI investment continues to generate sufficient returns is the key variable for the long-term supply-demand balance. Q: What is the potential for bit shipment growth in 2027? A: Inventories have been depleted, and there is limited room for additional supply until the new fab ramps up. We therefore expect virtually no bit shipment growth in early 2027, with shipments remaining flat for several quarters. Wafer output from the new fab is expected to begin in 2H27.

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