南亚科：第3季产能满载价量俱扬 DDR4比重达50%

Group 1 - The core viewpoint is that Nanya Technology, a subsidiary of Formosa Plastics Group, expects significant recovery in both sales and prices for DDR4 products, leading to a positive gross margin for the current quarter and aiming for profitability in Q4 [1][2] - Nanya Technology's current production capacity is fully loaded, with DDR4 products accounting for 50% of its output, and it anticipates substantial improvements in price, sales, and inventory for Q3 [1] - The DRAM market is experiencing a surge in demand due to AI applications in data centers and upgrades in mobile specifications, despite a conservative performance in non-AI markets like traditional PCs [1] Group 2 - The average selling price (ASP) for DDR4 in Q2 declined compared to Q1, primarily due to significant price drops in non-AI products during April and May, although prices began to recover in June [2] - The contract prices for Q2 were largely negotiated during a low-demand period in Q1, which negatively impacted actual price performance [2] - The inventory levels for DDR4 are nearing adjustment completion, while DDR5 inventory remains healthy, indicating a clear improvement in market supply and demand conditions [2]