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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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bullish
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Micron Technology
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28 Sep 2023 19:34
Micron Management Calls Memory Price Trough, Improving Pricing & Profitability Ahead
Micron's FY4Q23 results beat expectations. The company expects to return to a positive margin by FY2H24, however projected a higher FY1Q24 loss...
Vincent Fernando, CFA
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460 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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25 Sep 2023 06:09
Taiwan Tech Weekly: Micron Results Ahead; Taiwan AI Plays Slump But Still Beat Nvidia Last 3 Months
Taiwan's market fell, with previous AI-rally beneficiaries continuing to be some of the top losers. Interestingly, Taiwan AI-names outperformed...
Vincent Fernando, CFA
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380 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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20 Sep 2023 08:16
Taiwan Tech Weekly: Intel 'AI PC' Chips On Track to Drive 2024E PC Supply Chain
Many types of existing software that used to require expert users can become more valuable with AI capabilities; we believe tomorrow's AI PC killer...
Vincent Fernando, CFA
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419 Views
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bearish
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Thematic (Sector/Industry)
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01 Sep 2023 13:13
Q2'23 Semiconductor Review & Outlook
Q2'23 saw semi sales, memory, silicon wafer & PC shipments PC with modest QoQ growth. Smartphones and server shipments barely missed the cut....
William Keating
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576 Views
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bearish
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Wistron Corp
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30 Aug 2023 00:03
Taiwan Shorts Analysis: AI Supply Chain Stocks With High Short Squeeze Risk
We analyze the most shorted stocks in Taiwan and highlight notable AI supply chain stocks who have have some of the highest short interest vs....
Vincent Fernando, CFA
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385 Views
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