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Nanya Technology (2408 TT)
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185
Analysis
Information Technology
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Taiwan
Nanya Technology Corp. manufactures and markets dynamic random access memories (DRAMs). The Company sells its products in Taiwan and exports worldwide.
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bearish
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Mobileye Global
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10 Jan 2024 09:38
Mobileye Guides Down; Automotive Inventory, Memory Strength, and Marvell
Mobileye surprised markets with an extensive guide down to their results. Shares reacted poorly, but at first blush, it makes sense given the...
Fabricated Knowledge
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337 Views
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bearish
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Thematic (Sector/Industry)
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09 Jan 2024 13:06
Semiconductor Events Deserving Your Attention @9/1/2024
Quintaurius, a RISC-V collaboration between Bosch, Infineon, Nordic, NXP & Qualcomm, launches. Intel gets first ASML High-NA EUV tool. Great photo...
William Keating
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410 Views
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bullish
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Silicon Motion Technology
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31 Dec 2023 13:28
Silicon Motion: Next Wave of the Memory Recovery; High-End NAND Prices More Than Doubled From Lows
Silicon Motion shares are down 5% over the last year. They have been weighed down by their terminated acquisition by MaxLinear, but now could offer...
Vincent Fernando, CFA
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305 Views
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bullish
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Micron Technology
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29 Dec 2023 12:51
Micron. Earnings Puts & Takes. Take Your Pick
Q1FY24 revenue $4.7 billion, +18% QoQ, +16% YoY. Q2FY24 guidance of $5.3 billion, + 13% QoQ. Things are looking up for Micron, but 2024 will still...
William Keating
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476 Views
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bullish
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Micron Technology
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23 Dec 2023 03:44
Micron Analysis, Industry Takeaways: Memory Market TAM New Highs into 2025; SK Hynix Trade
We expect memory volume growth and rising memory chip prices to continue through both calendar years 2024 & 2025. Our Micron relative trade has...
Vincent Fernando, CFA
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815 Views
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