
DRAM giant Nanya held a press conference today. General Manager Li Peiying announced that it will build a 3D wafer packaging and testing factory in Pingtung Science Park, and revealed that capital expenditures will be adjusted upward next year.
AI-generated summary
Nanya is a major DRAM manufacturer and has recently been actively deploying new factory construction and advanced packaging technology to meet the needs of AI projects.
Nanya plans to build a 3D wafer packaging and testing factory in Pingtung Science Park.
DRAM major Nanya (2408) held a legal meeting today (12th). Li Peiying, general manager of Nanya, said that it plans to build a 3D wafer packaging and testing factory in Pingtung Science Park. It is expected to introduce advanced 3D IC technologies such as through-silicon via (TSV), wafer stacking and wafer-to-wafer bonding (Wafer-to-Wafer Bonding) technology before the end of 2028.
Li Peiying said that there were no political considerations in selecting the Pingtung Science Park. The main reason was to provide the DRAM production capacity required by customers as soon as possible. After evaluating all parts of Taiwan, Pingtung was deemed to be the fastest choice to join production. The initial plant size will be similar to the existing 3A or 3AN plants.
Nanya's new 5A Kelingkou plant is expected to start installation in the first quarter of 2027, and is expected to start making small contributions at the end of 2027. The goal is to reach a monthly production volume of 30,000 pieces by the end of 2028, and to reach a monthly production volume of 50,000 pieces by the end of 2030. The total investment in the new plant will reach approximately 480 billion yuan, which will be financed with its own funds. Nanya's future expansion will focus on AI projects with long-term customer contracts.
Li Peiying revealed during her speech last quarter that there are preliminary internal plans to significantly increase capital expenditures to more than NT$200 billion next year, but it still needs to be submitted to the board of directors for final decision. Li Peiying said today that as the new 5A factory will enter a stage of heavy equipment investment, capital expenditures should be adjusted upward next year.
AI outlook — possibilities, not facts
Linkou 5A new plant will start installation in the first quarter of 2027
Likely · Within months
The 3D wafer packaging and testing factory in Pingtung Science Park will introduce advanced technology by the end of 2028
Likely · Within months

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