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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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Micron Technology
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25 Sep 2023 00:19
Micron's Results Likely to Call a Memory Market Trough and Highlight New HBM DRAM for AI
SK Hynix was ahead of peers developing HBM DRAM needed for AI. However, Micron could now convince the market it can catch up by focusing on the...
Vincent Fernando, CFA
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454 Views
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bullish
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Thematic (Sector/Industry)
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10 Sep 2023 14:30
Semiconductor Events Deserving Your Attention @9/9/23
August revenue numbers for TSMC, ASPEED, MediaTek and Nanya all showing MoM increases but YoY comp are still terrible for most. Semi sales for July...
William Keating
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399 Views
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bearish
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Thematic (Sector/Industry)
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11 Aug 2023 10:46
Q2'23 Memory Segment Review
DRAM Q2'23 revenue ~$11 billion, up 14.6% QoQ, down 56% YoY. NAND Q2'23 revenue ~$9 billion, up 7.7% QoQ, down ~50% YoY. H1'23 was loss making...
William Keating
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429 Views
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bullish
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Thematic (Sector/Industry)
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19 Jul 2023 21:22
Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning
A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock space Pretty much the entire index is...
Fabricated Knowledge
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285 Views
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bearish
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Thematic (Sector/Industry)
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13 Jul 2023 22:05
Nanya Q2'23 Results. Doldrums Ahoy!
Q2’23 revenue NT$ 7,027 million, +9.4% QoQ , -61% YoY. Customer inventories ~normalised, supplier inventories remain ++. Until this corrects or...
William Keating
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423 Views
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