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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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Nanya Technology
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17 Apr 2023 06:55
Memory Monitor: Nanya Technology Hopeful of 2H23E DRAM Recovery
Nanya Technology may have traded off better pricing and margins for a continuation of high inventory levels. Nanya shares have underperformed...
Vincent Fernando, CFA
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216 Views
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bullish
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Thematic (Sector/Industry)
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15 Apr 2023 17:04
Semiconductors: More Green Shoots Of Recovery Keep On Popping Up
March revenue numbers from the Taiwan semi ecosystem are surprisingly good. The sequential decline in Q1 2023 PC unit shipments was at the low end...
William Keating
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384 Views
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bearish
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Thematic (Sector/Industry)
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12 Apr 2023 15:13
Nanya Q1 2023 Revenue Declines 19.2% QoQ
ASPs & bit shipments decreased by high single digits % QoQ. Anticipated recovery in H2 '23 will be slow & gradual. March revenue MoM increase is a...
William Keating
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325 Views
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bearish
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Thematic (Sector/Industry)
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11 Apr 2023 19:43
Samsung Q1 2023 Profit Collapse Triggers Memory Production Cut Promise In Regulatory Filing
Samsung's Q1 2023 operating profit collapsed to 0.6 TKW, down from 4.31 TKW in Q2 22 and 14.12 TWK in Q1 22. Don't anticipate a return to...
William Keating
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305 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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10 Apr 2023 07:05
Taiwan Tech Weekly: Samsung Finally Announces Chip Production Cuts; Hon Hai's New EV Factory
Samsung reversed its production capacity strategy after suffering losses. Also, Japan's semiconductor manufacturing equipment export restrictions...
Vincent Fernando, CFA
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346 Views
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