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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
•
Taiwan Semiconductor (TSMC)
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26 Sep 2022 11:13
Taiwan Tech Weekly: Micron Forecasts This Week, Intel Conference, AMD CEO to Visit Taiwan Suppliers
Micron's outlook for next quarter's margin will be key, provides good color on future margin for key Taiwan names. AMD CEO to meet with many Taiwan...
Vincent Fernando, CFA
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277 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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12 Sep 2022 13:48
Taiwan Tech Weekly: US Restrictions on Tech Sales to China to Expand
Also more signs of shift as Tata is preparing a JV with Wistron to produce iPhones and Taiwanese companies look to Southeast Asia and the USA.
Vincent Fernando, CFA
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268 Views
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bullish
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Taiwan Semiconductor (TSMC)
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04 Sep 2022 23:41
Taiwan Tech Weekly: More Nvidia Issues, Broadcom Surprises, Yulon Soars
Nvidia shares sink in reaction to US banning high-end chip sales to China, Taiwan's Nvida suppliers and the overall sector fall as well. Broadcom...
Vincent Fernando, CFA
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279 Views
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bullish
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Nanya Technology
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27 Aug 2022 15:44
Chips Cycle Long/Short: Long Nanya Tech Vs. Short Winbond
Nanya Tech appears more compelling than Winbond in terms of price, valuation, and balance sheet trends. It's at the cheapest valuation in its history.
Vincent Fernando, CFA
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281 Views
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bearish
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Tokyo Electron
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24 Jun 2022 09:46
Tokyo Electron (8035): Semiconductor Supply Chain at Risk of a Downturn
Nanya warning of a downturn follows excess inventory report from Samsung. Even smartphone and data center demand at risk. End of the super cycle...
Scott Foster
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693 Views
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