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Nanya Technology (2408 TT)
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182
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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30 Mar 2023 07:10
Micron Results: Take-Aways for Memory, PC Industry Outlook; Long Micron Vs. Short Nanya
Micron said it sees signs of customer inventories improving, and expects the Memory industry's supply/demand imbalance to improve through the end...
Vincent Fernando, CFA
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264 Views
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bearish
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Thematic (Sector/Industry)
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29 Mar 2023 11:19
Micron Calls FY23Q2 Trough But More Pain Still To Come
On the FY23Q2 earnings call last night, Micron pegged it as their trough quarter while taking a $1.4 billion hit on inventory write-down. A further...
William Keating
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306 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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28 Mar 2023 07:15
Taiwan Tech Weekly: Micron Earnings to Provide Memory Outlook; Taiwan Vs. SOX Divergence
Micron earnings this week, will provide insight on the outlook for the memory chip space. We remain biased to be Long Micron vs. Short Nanya Tech.
Vincent Fernando, CFA
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197 Views
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bullish
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Thematic (Sector/Industry)
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15 Mar 2023 16:37
Semiconductor Memory Segment Q4 2022 Review, 2023 Outlook
We anticipate memory revenues to trough in Q1 2023, be sequentially flat Q2 followed by modest growth through H2. So far, Q1 has not shown any...
William Keating
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324 Views
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bearish
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Thematic (Sector/Industry)
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15 Mar 2023 05:08
Semiconductor Collapse Is Following Predicted Course
Today's semiconductor market is closely following the forecast we shared in October. This Insight compares the forecast to actual data for the...
Jim Handy
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309 Views
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