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Nanya sees DDR4 price and volume growth; annual contract talks emerge

Memory manufacturer Nanya successfully ended 11 consecutive quarters of losses in the third quarter of 2025. General manager Pei-Ing Lee stated that average selling prices (ASPs) rose about 40% quarter-over-quarter in the third quarter, with strong confidence in continued price increases and operational growth in the fourth quarter. Although price hikes vary across product lines, maintaining first-quarter 2026 pricing would be ideal. Recently, customers have also requested annual long-term contracts for DDR4, signaling the industry’s recovery from its trough to a healthy level.

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