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Nanya targets 4Q25 profitability as DDR4 rivals exit

Both AI and non-AI demands in the DRAM market are showing gradual recovery signs. Nanya estimates that it will clear all inventory before the third quarter of 2025. With yield improvements in its 1B process technology, the company expects operational growth in volume and pricing in the second half of the year, aiming to return to profitability in the fourth quarter.