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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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27 Feb 2023 11:59
Taiwan Tech Weekly: U.S. Pushing South Korea China Restrictions, Nanya Says Memory Bottom in 1Q23E
Firms are also significantly expanding semiconductor capacity in Singapore, with the latest being Applied Materials and French firm Soitec.
Vincent Fernando, CFA
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283 Views
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bullish
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Micron Technology
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26 Feb 2023 02:04
Memory Monitor: Long Micron Vs. Short Nanya Technology; Nanya Relatively Over-Valued
Relative valuation and inventory management appears to favor Micron. Nanya Technology's inventory days blow-out increases risk of write-downs...
Vincent Fernando, CFA
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333 Views
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bearish
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Taiwan Semiconductor (TSMC) - ADR
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24 Feb 2023 00:23
Taiwan Semiconductors Mid-Earnings Season Review: Margins, Inventories Appear Worse Than Expected
Other than comments from some companies saying they expect a 2H23E recovery in their guidance, results data released this season so far indicates a...
Vincent Fernando, CFA
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375 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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20 Feb 2023 11:30
Taiwan Tech Weekly: AMAT Results Imply Longer Memory Weakness, Berkshire's U-Turn on TSMC
Applied Materials results well received by the market, however provided some caveates in terms of how fast the Memory chip industry recovery will...
Vincent Fernando, CFA
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336 Views
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bullish
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Thematic (Sector/Industry)
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18 Feb 2023 13:19
Memory Makers Update: Samsung, SK Hynix, Micron, WDC, Kioxia
The semiconductor memory market has collapsed, but the collapse is nearly over for Samsung, SK hynix, Micron, WDC, and Kioxia.
Jim Handy
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466 Views
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