Nanya Science, a major domestic memory factory, benefited from the impact of the continued supply shortage of DDR4, and released the performance of its own merger in August 2025, an increase of NT$6.763 billion, an increase of 26.35% from the previous month and a significant increase of 141.32% in the same period in 2024. It also created a new single-month record since March 2022, and is also the seventh consecutive month of growth. As a result, the combined revenue reached 29.829 billion yuan, an increase of 19.45% compared with the same period in 2024.

According to the latest survey by TrendForce, the DDR4 market in the second half of 2025 was in a state of continuous supply shortage and strong price increase. As server's deliberate orders undermine PC and consumer market supply, PC OEMs have to accelerate the introduction of DDR5 solutions. Consumer manufacturers face high prices and are difficult to obtain materials, and the supply and demand of DDR market also pushes up the Mobile DRAM contract price, the third quarter The LPDDR4X has the largest single-season growth in the past decade.

TrendForce emphasizes that the original DRAM factory and PC OEM have continuously agreed on a third-quarter contract price. Due to the limited production capacity and the production resources are skewed to the server market, most of the demand on the PC side is difficult to meet. In July, the price of PC DDR4 8GB module has exceeded that of the same capacity DDR5 module, with a rare "price reverse". Many PC OEMs have to repair the DDR4 machine's sales regulations and expand the DDR5 machine's ratio. Overall, DDR4 has shown a "price reduction" pattern in the PC DRAM market, and it has become a trend for DDR4 products to gradually withdraw from new machine configurations in the future.

However, Samsung, a large Korean DRAM manufacturer, originally scheduled to put a stop-off plan to produce DDR4 products by the end of 2025. As demand for DDR4 is still strong and prices are rising, the production suspension plan will eventually change, and the release will extend production until the end of 2026.

However, according to market people's observation, in the current situation of continuous supply shortage in the market, and Samsung's delayed suspension of production only brings supply back to the original situation, there is still a shortage in solving the problem of supply shortage, which has continued to increase the market price, which also makes Nanyake's future operation look forward to. Driven by positive news, Nanyake's stock price once surged and exceeded half of the stoppage, reaching a price of 49.65 yuan per share.