ENTITY
Nanya Technology

Nanya Technology (2408 TT)

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Analysis
Information TechnologyTaiwan
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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14 Apr 2024 11:05

Nanya Technology Sees DRAM Industry Pricing Rising Through 2024E; But Is Underperforming Financially

​Nanya Tech's gross margin rebound appears to be lagging Memory peers. DRAM pricing is expected to improve through 2024E, but its mostly due to...

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13 Apr 2024 16:42

Nanya. Tailwinds Mount Albeit Profits Still Elude

Q124 revenue NT$ 9.5 billion, +9.2% QoQ & +47.9% YoY. Larger peers focus on HBM, structural reduction in capacity & shortages caused by Taiwan...

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08 Apr 2024 21:19

Memory Monitor: Nanya's Results to Provide Latest Color on DRAM Post Earthquake; Short Int Rising

​Nanya Tech to report results -- Potential insight into DRAM outlook amid Micron's earthquake impact evaluation. We note increased short interest....

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22 Mar 2024 11:30

Memory Monitor: Micron Leapfrogging Into HBM3E for AI; Nanya Lagging Peers But Poised to Benefit

​Micron's strong results and forward margin guidance lead to soaring shares, with successful leapfrogging into HBM memory space and high demand...

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15 Oct 2022 17:08

Nanya Tech: Another Example of Capex Reduction, Major Share Price Divergence

Announced major reduction in capex is good news as the company is holding back volume expansion and focusing on higher value output.

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