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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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bearish
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Thematic (Sector/Industry)
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17 Oct 2017 13:00
Learnings From The History Of Memory Part 1 - China's DRAM Dreams
Memory, both DRAM and NAND, are currently in a super-cycle characterized by tight supply and rising prices. Commentators are divided as to whether...
William Keating
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432 Views
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bullish
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Thematic (Sector/Industry)
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05 Oct 2017 17:55
Semiconductor Industry Trends
This reports looks at the key trends driving stocks in the global semiconductor industry, identifying winners and losers.It is extracted from CM...
CM Research
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194 Views
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bearish
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Thematic (Sector/Industry)
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11 Apr 2017 17:52
Quick Analysis of US$ Depreciation Impacts to Top 20 Market Cap Taiwan Tech Vendors
Why does foreign exchange matter?After Phison Electronics Corp (8299 TT) chairman/CEO said NT$ appreciation to have a negative earnings impacts to...
Andrew Lu
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389 Views
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bullish
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Micron Technology
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24 Mar 2017 07:40
Micron Guided Another Blowout Quarter; What Will Investors Do on the Good News
Summary Guiding Another blowout quarter: Micron guides another blowout 2Q17 sales growth of 12-20% q/q and 79-93% y/y to US$5.2-5.6bn, beating...
Andrew Lu
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200 Views
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bullish
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Micron Technology
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04 Mar 2017 11:31
Memory Spot Unlikely Goes up Further; Focusing on Contract Price Stability After Micron's Raise
Summary Micron raised already strong guidance: Post our raise on 1Q17 DRAM spot/contract price by 27%/11% and NAND flash spot/contract price by...
Andrew Lu
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287 Views
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