Nanya Technology (南亞科) has not confirmed reports of new 12-inch fabs in Yunlin and Pingtung, saying only that it continues to work with regulators on potential fab-site evaluation and will announce any concrete decision per disclosure rules. The rumor coincided with a record intraday stock price of NT$542 and a separate trade-secret indictment involving a company engineer.
What Does the Market Rumor Say About Nanya Technology's Planned Fabs in Yunlin and Pingtung?
Market reports say Nanya Technology (南亞科) is planning to build two new 12-inch wafer fabs, one each in Yunlin and Pingtung, to move into next-generation DRAM and custom DRAM productionCITE:E1. The reported push covers both standard next-generation DRAM and custom DRAM lines, without specifying capacity or investment figuresCITE:E1. Economic Daily had earlier reported that Nanya Technology was considering starting construction at the Yunlin Industrial Park specifically, targeting fourth-generation 10-nanometer-class (1D) and more advanced process nodes to meet the memory demand created by AI use spreading from cloud to edge applicationsCITE:E3.
How Has Nanya Technology Officially Responded to the Fab Rumors?
Nanya Technology says it will keep working with relevant regulators to evaluate land that may be needed for future new fabs, without confirming a specific site or timelineCITE:E2. The company framed the matter as part of its long-term strategic development, stating that any concrete decision on a new fab will be announced in accordance with disclosure regulations once it is reachedCITE:E2.
How Did Nanya Technology's Stock Trade on the Day the Rumor Surfaced?
Nanya Technology shares touched a fresh intraday record before giving up those gains and closing lower on August 14, 2026CITE:E6.
| Metric | Value |
|---|
| Intraday high | NT$542 |
| Closing price | NT$512 |
| Daily change | -0.39% |
| Date | 2026-08-14 |
Shares swung from the new intraday high down into negative territory before finishing the session at NT$512, a decline of 0.39% from the prior closeCITE:E6.
What Trade-Secret Case Surfaced Alongside the Expansion News, and How Is Nanya Technology Responding?
Liberty Times reported that an engineer was indicted for allegedly stealing Nanya Technology trade secrets while seeking employment in ChinaCITE:E4. In response to that case, Nanya Technology says it places a high priority on intellectual-property protection and applies a zero-tolerance policy toward any infringement or unauthorized use of its intellectual property, or theft, leaking, misappropriation, or improper use of its trade secretsCITE:E5. The company says it will pursue all necessary legal channels to hold those responsible accountable and to protect its rights and the rights of related partiesCITE:E5.
What this means: the same day that market reports pointed to two new 12-inch fabs targeting sub-10-nanometer DRAM in Yunlin and PingtungCITE:E1CITE:E3, Nanya Technology's public position stayed limited to ongoing site evaluation with regulatorsCITE:E2, its stock touched a record NT$542 before closing down 0.39% at NT$512CITE:E6, and the company separately reaffirmed a zero-tolerance stance on trade-secret theft following an engineer's indictmentCITE:E4CITE:E5. Together, these three threads show a company facing simultaneous market speculation, a volatile share reaction, and an active IP-protection matter, without having confirmed the fab plans itself.
Author's Take・EffectStory 編輯部
The gap between what the market is pricing in and what Nanya Technology is willing to confirm is the story here: reports point to two 12-inch fabs chasing sub-10-nanometer DRAM in Yunlin and Pingtung, but the company's own language stops at "evaluating" land with regulators, not committing to a site. That gap is exactly where the stock's round trip from a NT$542 intraday high to a NT$512 close makes sense — a rumor-driven spike meeting a company unwilling to get ahead of its own disclosure rules. The zero-tolerance trade-secret statement landing the same day is a separate matter, but it underscores that Nanya Technology is managing scrutiny on two fronts at once: unconfirmed expansion plans and an active IP case. The indicator worth watching is the one the company itself pointed to — whether a concrete new-fab decision actually gets announced under its own disclosure commitment, rather than staying at the rumor stage.