Spotlight Stock: Nanya's Stake in Nanya PCB and AI Drive Electronics Materials Profit, Leading Tri-Formosa Rally with Limit-Up Surge

Nanya (1303-TW) has benefited significantly in recent years from successful business transformation. The surge in demand for circuit boards and PCBs driven by AI has simultaneously amplified both revenue and profits in its electronics materials segment. In July, monthly revenue reached a 49-month high. Additionally, increased earnings from its investments in Nanya Science & Technology (2408-TW) and Nanya PCB (8046-TW) contributed positively. Today (14th), the stock opened higher and continued to climb, hitting the daily trading limit after large buy orders pushed the price up by NT$18.5. The share price not only reclaimed the NT$200 threshold but also led a strong upward movement in group stocks including Formosa Plastics (1301-TW), Formosa Chemicals & Fibre (6506-TW), and Formosa Chemicals (1326-TW).

Nanya PCB’s inclusion in the MSCI index and the growing momentum around ABF substrate themes have further elevated its stock, which briefly hit the daily limit today. Nanya benefits from investment gains due to its stake in Nanya PCB. The company has already decided to continue selling its shares in Nanya PCB before year-end. Upon completion, its ownership in Nanya PCB is expected to decrease from 67% to approximately 61%, potentially providing Nanya with additional capital for future expansion.

Nanya stated that after the disposal, it will not only secure more operating funds but also be better positioned to advance its development of high-end electronics materials.

In addition to investment gains from holdings in Nanya PCB and Nanya Science & Technology, Nanya’s single-month revenue in July continued to benefit from the booming AI wave. Upstream products such as fiberglass cloth and copper-clad laminate (CCL) are experiencing supply shortages, leading to pricing power. Financial institutions remain optimistic about Nanya’s outlook, noting that electronics materials remain the company’s core growth driver, with revenue contribution already exceeding 57%.

Nanya stated that it has continuously raised electronics materials’ selling prices in line with market conditions and maintained production capacity utilization above 90%. Certification and expansion of high-end materials are progressing smoothly, contributing steadily to revenue. Performance in consumer-grade general-purpose materials continues to grow as well.