BT and FC-BGA package substrates
Nan Ya PCB
A Taiwanese maker of BT and FC-BGA substrates, strong in build-up BT substrates for 5G/AI/HPC and expanding into AI/HPC.
8046.TW Updated Jun 21, 2026
Annual return · 2026-06-18'21+110.6%'22-46.7%'23-0.5%'24-38.3%'25+188.2%YTD+125%
Nan Ya PCBBT and FC-BGA package substrates
Financials & Segments
- Total revenue · BT and FC-BGA package substrates
- Segments · BT and FC-BGA package substrates
Revenue from
- MediaTek Medium confidence
Provides BT/package substrates to 미디어텍. - NVIDIA Medium confidence
Provides BT/package substrates to NVIDIA.Confirms EN Company IR / exchange filing Published Apr 1, 2025: "Annual report: revenue, customers, business."
Pays to
- 동박·빌드업 소재 (비공개) Low confidence
Materials and R&D (undisclosed). - Resonac Low confidence
Buys substrate materials from Resonac.
Value-chain ripple (tiers 2–3)
Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Marvell | lead3 | +84.9 | -57.5 | +63.7 | +83.8 | -22.8 | +265.9 |
| AMD | lead3 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +150.9 |
| Qualcomm | lead3 | +22.3 | -38.4 | +35.1 | +7.7 | +13.9 | +34.2 |
| Broadcom | lead3 | +56.8 | -13.4 | +104.9 | +110.9 | +50.7 | +19.3 |
| Alphabet (Google) | lead3 | +65.3 | -39.1 | +58.3 | +35.8 | +66.1 | +17.8 |
| NVIDIA | lead3 | +125.5 | -50.3 | +239 | +171.3 | +38.9 | +13.1 |
| Apple | lead3 | +34.6 | -26.4 | +49 | +30.7 | +9.1 | +9.8 |
| Samsung Electronics | lead2 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +121 |
| MediaTek | lead1 | +27.8 | -26.6 | +49 | +59.1 | +25.1 | +154.3 |
| Nan Ya PCB | node | +110.6 | -46.7 | -0.5 | -38.3 | +188.2 | +125 |
| Resonac | benef1 | -2.6 | -4 | +37.5 | +30.3 | +137.9 | +105.5 |
YTD as of 2026-06-18 · source: Yahoo Finance