South Asia Tech Q2 Earnings Deep Dive: AI-Driven DDR5 Shortage Confirms DRAM Bull Cycle

Nanda Tech's Q2 2026 financial report shows that demand from AI servers and high-end smartphones is driving up DDR5 prices, leading to an 18% quarter-over-quarter revenue increase and a gross profit margin rise to 42.5%. Inventory turnover days have decreased to 89 days, and capacity utilization has exceeded 95%. The company is accelerating its iteration of 10nm-class processes and increasing the proportion of high-value-added products. This article deeply dissects the highlights of Nanda Tech's