四大巨头，重金投向这家DRAM厂

Core Viewpoint - Nanya Technology announced a private placement of 351.578 million shares, raising a total of NT$78.718 billion, with participation from major players in the DRAM and NAND flash memory sectors, indicating strong confidence in the long-term prospects of the DRAM market [1][2]. Group 1: Private Placement Details - The pricing for the private placement was set at NT$223.9 per share, reflecting a discount of only 1.15% compared to the closing price of NT$226.5, showcasing the optimism of the subscribing companies regarding the DRAM market [2]. - The specific subscription amounts from the four companies are as follows: Kioxia 70 million shares, SanDisk 138.685 million shares, Solidigm 71.393 million shares, and Cisco 71.5 million shares, corresponding to ownership stakes of 2%, 4%, 2%, and 2% respectively [2]. Group 2: Market Outlook and Strategic Initiatives - Despite some market discrepancies regarding DDR4 memory pricing, Nanya expects memory prices to continue to rise steadily throughout the year [2]. - The company is advancing new technologies such as Wafer on Wafer to meet the growing computational demands of edge AI applications, anticipating that the demand for memory in various terminal devices will continue to increase as AI applications extend from cloud to edge [2].