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Nanya Technology (2408 TT)
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172
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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Nanya Technology
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30 Sep 2022 18:06
Nanya Tech: Micron Results, Light at the End of the Tunnel? Shares Rise
Margin guidance implies Nanya Tech and Micron consensus numbers need to be reduced significantly, but Micron management comments provide positive...
Vincent Fernando, CFA
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335 Views
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bullish
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Nanya Technology
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27 Sep 2022 16:08
Nanya Tech: Valuation Backtest Implies Upside, Potential Catalyst Thursday
The median 6-month total shareholder return has been 40.5% for instances since 2012 when the company has traded below 1.0x PBV. Net cash to market...
Vincent Fernando, CFA
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177 Views
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bullish
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Nanya Technology
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16 Oct 2023 08:48
Nanya Tech: Sharply Worse Margin Performance Than Micron & SK Hynix, But Supports Memory Recovery
The company was more conservative on a pricing recovery outlook for its memory ASPs than Micron and SK, due to lacking DDR5 DRAM products and...
Vincent Fernando, CFA
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454 Views
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bullish
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Nanya Technology
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31 Jul 2023 09:11
Memory Monitor: Our Site Visit to Micron's A3 Fab in Taiwan; AI Accelerating the Cycle Recovery
Memory names rallied sharply at the end of last week after SK Hynix affirmed that 1Q23 was the cycle bottom and AI-driven DRAM demand was...
Vincent Fernando, CFA
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332 Views
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bullish
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Nanya Technology
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13 Jul 2023 11:03
Memory Monitor: Nanya Management Provides More Color on DRAM Cycle Bottom; Elan a Long W/ More Edge
While Nanya's comments indicated a more delayed recovery for Memory than Micron's recent guidance, overall the industry for Micron, SK Hynix, and...
Vincent Fernando, CFA
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383 Views
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