# 누가 난야테크의 고객인가? 난야테크의 매출은 어디서 오는가?
Canonical: https://valuechain.wiki/nanya-tech · Facet: customers · Updated: 2026-07-12T05:17:20.646414+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**인용용 요약**: 난야테크의 확인된 매출 상대 실명 공시는 없다 — 2건이 익명·묶음 관계로 추적된다. 밸류체인 그래프 기준 매출 엣지 2건, 근거 출처 8건 중 1차공시 2건 (valuechain.wiki, 2026-07-12 기준).

### 서버·PC·산업 (레거시 DRAM) (high)
- metric: 매출 ~NT$66.6B · 2025 · 2025 매출(+95%)
- note: 서버·PC·산업에 DDR4·LPDDR4 등 레거시 DRAM 공급(공급부족 수혜).
- [confirms] TrendForce (EN, research, published 2026-05-21) https://www.trendforce.com/news/2026/05/21/news-ddr4-shortage-reportedly-limits-nanya-techs-ddr5-shift-gm-says-dram-margins-across-all-segments-top-hbm/: "삼성·SK·마이크론 DDR4 감산→난야 수혜."
- [confirms] 01.co (EN, research, published 2026-04-15) https://www.01.co/research/nanya-tech-q1-2026-legacy-dram-squeeze: "Nanya Tech Q1 2026: Legacy DRAM Squeeze Confirmed"
- [confirms] 디일렉 (KO, news, published 2026-01-19) https://www.thelec.kr/news/articleView.html?idxno=51048: "난야, 2025년 4분기 영업익 118억대만달러…전년比 6배↑"
- [confirms] Nanya/TWSE (EN, filing, published 2026-01-15) https://www.nanya.com/en/Page/Investor: "난야 연차·IR: 2025 매출 NT$665.9억(+95%), 흑자전환."
- [confirms] Taipei Times (EN, news, published 2025-12-04) https://www.taipeitimes.com/News/biz/archives/2025/12/04/2003848266: "삼성·SK·마이크론 DDR4 감산→난야 수혜."
- [confirms] Nanya Technology IR (EN, filing, published 2025-10-13) https://www.nanya.com/en/IR/16?IRId=10046: "Nanya Technology Q3 2025 Financial Report"

### 모듈·소비자 (DRAM) (mid)
- note: 메모리 모듈·소비자 DRAM 채널 — DDR4 가격 급등의 직접 수혜처.
- [confirms] 글로벌이코노믹 (KO, news, published 2026-04-05) https://www.g-enews.com/article/Global-Biz/2026/04/202604050831593873fbbec65dfb_1: "D램 '50% 급등'…대만 난야 582% 급증"
- [confirms] BigGo (EN, news, published 2026-01-01) https://finance.biggo.com/news/okeZn5wB-x-dxYpbxH5C: "DRAM 가격 급등 수혜."

반대 방향: https://valuechain.wiki/nanya-tech/suppliers.md · 파급: https://valuechain.wiki/nanya-tech/ripple.md

---
전체 노드: https://valuechain.wiki/nanya-tech.md · JSON: https://valuechain.wiki/nanya-tech.json