DDR4飙涨！预期下季还会两位数涨价 南亚科有望转盈

Group 1 - The global three major DRAM manufacturers have begun to reduce DDR4 production capacity, leading to a significant supply shortage in the second half of the year, with product prices continuing to rise [1] - Nanya Technology, known for its conservative approach, has raised its average prices by 11% to 16% in August, with expectations of further double-digit increases in the fourth quarter [1] - The overall market demand for DDR4 is still greater than global production capacity, with estimates indicating a supply shortage of 10% to 15% in the second half of the year [1] Group 2 - Nanya Technology reported a consolidated revenue of NT$5.352 billion in July, marking a three-and-a-half-year monthly high, with a month-on-month increase of 31.4% and a year-on-year increase of 94% [2] - The company has experienced nine consecutive quarters of losses due to a sharp decline in demand from the Chinese consumer market, but the recent price increases in DDR4 are expected to be a key factor for profitability in the third quarter [2] - Nanya Technology's production capacity utilization rate has returned to full capacity since June, providing a competitive pricing advantage despite continued supply from the three major DRAM manufacturers [2]