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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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Thematic (Sector/Industry)
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21 Jun 2024 14:23
Samsung, Nanya, Winbond. Watch This Space...
Greatly reduced growth-related WFE CapEx, cannibalisation of legacy node WFE for leading edge transitions and surging demand for HBM will likely...
William Keating
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462 Views
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bullish
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Micron Technology
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19 Jun 2024 01:53
Memory Monitor: Computex Showed Micron Leapfrog SK Hynix and Samsung; 'Boring' DRAM Could Now Hot Up
Micron's HBM DRAM shined alongside Nvidia at Computex. But now the HBM DRAM craze could drive a surge in traditional DRAM prices. Nanya Tech would...
Vincent Fernando, CFA
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251 Views
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bullish
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Micron Technology
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18 Jun 2024 15:37
Micron's HBM. Multiple Billions Incoming..
Micron's HBM revenue on track to jump from a few hundred million in 2024 to "multiple" billions in 2025, making it a record revenue year for the...
William Keating
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250 Views
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bullish
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Chipmos Technologies
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29 May 2024 19:47
TechChain Insights: Call with ChipMOS, Memory and Display Markets Color
Management sees 1Q24 as the bottom for memory and display markets, with clients increasing utilization. Expectation for stronger large display...
Vincent Fernando, CFA
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371 Views
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bullish
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Thematic (Sector/Industry)
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16 May 2024 16:10
Semiconductor Memory. Profits Return & Tailwinds Mount On Surging (& Very Similar) ASP Increases
Q124 DRAM revenue $18.2 billion, up 6% QoQ and up 88% YoY. NAND revenue $14.1 billion, up 23.4% QoQ and 68.8% YoY. Q124 ASP increases for Micron,...
William Keating
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189 Views
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