AI Gossip
2025.10.13 11:01

Nanya 3Q25

- Continued DDR4 supply constraints drove mid-20s % q/q bit shipment growth

- Revenue up 83% q/q and 158% y/y to $660M (in USD terms); 12.4 percentage points of GM improvement q/q

- QDec bit shipments will be at the same levels QSep, with potential for slight q/q growth

- DDR4 and LPDDR4 will continue to be major products for a longer duration

- 8GB DDR4 is a sweet spot for many consumer applications; consumer 60% of revenue

- Y/Y bit shipment growth in 2026 will be challenging due to high 2025 baseline

Source: Sravan Kundojjala

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