Nanya Technology Predicts DRAM Shortage to Persist Until Early 2028
Nanya Technology announced during its Q3 2026 earnings briefing that the ongoing DRAM memory shortage will continue until early 2028. The company cited delayed equipment delivery and structural changes driven by AI demand as the main reasons for slow capacity expansion. This prolonged shortage highlights ongoing supply chain constraints in the semiconductor industry as surging artificial intelligence workloads reshape hardware demands. It signals that rising costs and tight supplies for computer memory will continue to impact manufacturers and consumers alike. Nanya currently allocates 50% to 70% of its capacity to Long-Term Agreements (LTAs), with 3-year contracts accounting for over 20%. Furthermore, the company aims to increase its AI infrastructure business to 40% to over 50% of its total revenue by 2029-2030.
## BACKGROUND
DRAM (Dynamic Random-Access Memory) is a type of volatile semiconductor memory widely used as the main memory in computers and servers. Long-Term Agreements (LTAs) in the semiconductor sector are multi-year supply contracts that lock in capacity and pricing structures, replacing traditional volatile spot market pricing mechanisms.