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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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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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204 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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327 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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319 Views
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bearish
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Nanya Technology
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06 Mar 2023 07:11
Memory Monitor: Latest Two Signals Show Inventory Problems Worsening; Long Micron Vs. Short Nanya
Signal #1 -- Micron's CFO warns that margins will be coming in lower than expected and inventories will remain elevated through FY2023E.
Vincent Fernando, CFA
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300 Views
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bullish
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Chipmos Technologies
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28 Feb 2023 14:45
ChipMOS: Semiconductor Packaging & Testing Signs of Recovery, Cheap Through Cycle
The company sees 1Q23E as the bottom for its performance, followed by a 2Q23E rebound. However, it says it believes the Memory industry may take...
Vincent Fernando, CFA
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247 Views
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