According to Taiwan financial media reports, Nan Ya announced an investment of NT$11.5 billion to expand fiberglass cloth production capacity at its Changhua facility, with new capacity of 1.02 billion meters annually expected by end-2029, representing a 17% increase from its current 5.9 billion meters annually. The expansion aims to support growing demand from AI servers, networking equipment, and advanced PCB manufacturing.

European institutional investors maintained a "buy" rating on the stock with a target price of NT$390, citing strengthened vertical integration in Nan Ya's copper clad laminate (CCL) supply chain. Analysts estimate the expansion will contribute 1.5–2% to electronic materials segment operating profit growth starting from 2030, with approximately 60–70% of new capacity allocated for internal use and the remainder available for external sales.

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