Nanya Technology’s board approved to raise 2026 capex to NT$69.7 billion (US$2.2 billion) from NT$52 billion to speed up work on its new Fab 5A, media report, which is ultimately expected to cost up to NT$346.6 billion (US$10.7B) by 2029. It’s the biggest investment by a Taiwan DRAM maker in 20-years. $Micron Tech(MU.US) $SK Hynix(SKHY.US) $SSNLF $Applied Materials(AMAT.US) $KLA(KLAC.US) $Lam Research(LRCX.US) #semiconductors
Source: Dan Nystedt
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