Taiwan’s first manufacturer to be included! Nanya Technology reports that it has entered NVIDIA’s Vera Rubin supply chain, and the stock price lights up and hits the daily limit up

On the 27th, memory giant Nanya Technology (2408.TW) hit the daily limit up with a lit chart; this may have been because market rumors said Nanya Technology has moved into NVIDIA’s Vera Rubin, which is expected to help Nanya Technology’s gross margin approach 70%.

The Economic Daily noted that Nanya Technology has become Taiwan’s first company to break into NVIDIA AI server main memory platforms, overturning the previous landscape led by Korean and U.S. vendors, and setting a new milestone for Taiwan’s memory industry. Regarding the related news, Nanya Technology said that products co-developed by its customers and the company are confidential information, so it cannot comment publicly; TSMC also did not respond.

Economic Daily: Nanya Technology LPDDR enters the Vera Rubin supply chain

According to a report from The Economic Daily on the 27th, NVIDIA’s new-generation AI platform Vera Rubin is set to enter mass production and will introduce large volumes of low-power DRAM (LPDDR). Nanya Technology (2408) LPDDR products are gaining favor, and with the help of TSMC (2330), it is expected to break into the Vera Rubin supply chain. The related product specifications have higher requirements, and the unit price is also better than for consumer applications, which is expected to help Nanya Technology’s gross margin approach 70%.

Industry insiders told The Economic Daily that NVIDIA, to reduce the overall power consumption of AI servers and shrink motherboard space, has made major adjustments to the memory architecture on the Vera Rubin platform—introducing lower-power LPDDR5X / LPDDR series—and pairing it with a new module design to replace some traditional DDR and high-power configurations. This strategy not only affects overall system performance and energy efficiency, but also triggers a reshuffling of the entire memory supply chain.

Data from research institutions shows that the LPDDR capacity required for one AI server is dozens of times that of a smartphone. With Vera Rubin introducing LPDDR in large quantities, supply will become even tighter. NVIDIA CEO Huang Renxun first demonstrated a Vera Rubin sample as early as the GTC conference. At the time, the motherboard integrated one Vera CPU and two large Rubin GPUs, and was configured with up to 32 LPDDR slots and HBM4 memory, which drew strong market attention.

At this year’s GTC, Huang Renxun further revealed that Vera Rubin is not a single-chip upgrade, but an end-to-end platform architecture spanning the CPU, GPU, interconnect, network, and DPU. Among them, the Vera CPU uses an 88-core, 176-thread design, strengthening single-thread performance and I/O capabilities; the Rubin GPU achieves an inference performance leap of 5x and training performance of 3.5x, with transistor count growth of only about 1.6x.

TSMC steps in with direct guidance, helping Nanya Technology pass verification

Citing industry analysis, The Economic Daily said that to improve CoWoS advanced packaging yield and overall performance, NVIDIA has coordinated with memory suppliers in the U.S. and South Korea, assigning the high-bandwidth memory stacking process to TSMC for overall coordination, while simultaneously integrating new memory architectures such as LPDDR for stacking design. Under this plan, to improve supply flexibility and reduce geopolitical risk, Nanya Technology successfully secured a spot.

A source told The Economic Daily that in the past, Taiwan’s memory industry players mainly focused on the consumer market, and that with chip flatness and warpage control, it was difficult to meet the high-spec requirements of AI applications. To break through technical barriers, TSMC even stepped in directly to provide guidance to help local manufacturers optimize their processes. After Nanya Technology received the related technical support, the quality of its LPDDR products improved significantly, allowing it to successfully pass NVIDIA verification, enter the AI server supply chain, and symbolize that Taiwan’s manufacturers’ technical capabilities have crossed a new threshold.

A private placement of NT$78.7 billion paves the way—major U.S., Japan, and South Korea firms move early to secure positions

Looking back to March 25 this year, Nanya Technology previously announced that it would bring in heavyweight strategic investors from the global memory and semiconductor supply chain, including Kioxia, SanDisk, and Solidigm wholly owned by SK Hynix, while also including Cisco, with a total amount of NT$78.7 billion.

(Nanya Technology (2408) private placement of NT$78.7 billion! Behind the cross-holding investments by memory makers in the U.S., Japan, and South Korea, what you should pay attention to is Formosa Plastics’ cross-shareholdings)

At the time, the three deals together issued about 351 million shares, with the price set at NT$223.9 per share, about 85% of the reference price of NT$263.3. Among the subscribing parties, SanDisk subscribed about 139 million shares through its subsidiary, Kioxia subscribed 70 million shares, while Solidigm and Cisco each subscribed about 71.4 million shares and 71.5 million shares.

It is worth noting that Nanya Technology is still held by Nanya with about 29% as the largest shareholder, and is jointly held by related companies such as Taiwan Chemical Fiber and Formosa Plastics, forming a stable control structure. Cross-shareholdings among Formosa Plastics, Nanya, Taiwan Chemical Fiber, and Formosa Plastics Petrochemical have long existed, forming Taiwan’s rare large corporate group “shareholding web.” This cross-shareholding mechanism allows Nanya Technology, when bringing in external capital, to maintain the group’s leading control without dilution, while also ensuring stable governance alongside strategic cooperation.

This article was first published: Taiwan’s first company to be listed in the lineup! Nanya Technology reportedly entered NVIDIA’s Vera Rubin supply chain; the stock price lit up and hit limit up. It first appeared on Lianxin ABMedia.