Chapter Nanya Technology expects the memory shortage to continue until mid‑2028.

Overview of the DRAM Segment

* Who is in what:

*Nanya Technology* – a Taiwanese manufacturer, fourth largest by volume worldwide.

*Samsung Electronics*, *SK hynix* and *Micron* continue to dominate.

* Market status:

- In Q1 memory prices rose more than 100 % (according to ET News cited by TrendForce).

- Samsung competitors are ready to offer comparable rates.

- The traditional contract period of one year has shrunk to one quarter, and sometimes even a month.

* Demand and coverage:

- Samsung serves only about 60 % of global demand.

- Prices for the second quarter are forecast to rise by roughly 40 % for the market leaders.

- Smaller players such as Nanya reach peaks later – in Q2.

* TrendForce forecasts:

- In Q1 contract prices are expected to increase by 90–95 %.

- When accounting for HBM, the average gain will be 80–85 %.

* Geopolitical impact:

- Nanya’s management stresses that the Middle East conflict will have minimal effect – European customers contribute only 5 % of revenue, and countries in the region overall do not exceed 1 %.

* Chinese segment:

- Suppliers from China are still focusing on chips for smartphones and the domestic market.

- Switching from DDR4 to newer technologies requires significant time and capital investments, so most Chinese manufacturers have postponed this step.

Conclusion:

The DRAM market is experiencing a sharp price rise, and chip shortages will not disappear until the second half of 2028. Nanya Technology views the situation skeptically but expects gradual cost increases in the coming quarters.