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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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29 Jun 2023 08:11
Memory Monitor: Micron Signals Trough Is Past -- Long Nanya Rebound & Elan Micro a Less Obvious Play
Given Nanya Tech recently rallied ahead of Micron, then reverted back most of the gains, we see at least a10% short-term Long trade for Nanya...
Vincent Fernando, CFA
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468 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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27 Apr 2024 19:13
Memory Monitor: What SK Hynix Sees For PC and Server Markets Ahead; TSMC's Strength Vs. Samsung
Major take-aways from SK Hynix's latest industry visibility. The memory industry is likely to achieve a new all-time revenue level in 2025E.
Vincent Fernando, CFA
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466 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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09 Apr 2024 18:22
Taiwan Tech Weekly: TSMC Wins Major U.S. Support; Nanya Results; UMC Rush Orders
TSMC receives $6.6bn from US CHIPS Act; also plans for 2nd Japanese fab; Nanya's results to shed light on DRAM post-earthquake; UMC sees rush...
Vincent Fernando, CFA
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373 Views
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bullish
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Thematic (Sector/Industry)
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31 Mar 2024 11:16
Semiconductor Real Time Indicators Update
Tracking monthly revenues of Taiwan semiconductor companies helps us identify key trends mid-quarter. Initially we tracked the MoM revenue changes....
William Keating
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378 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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25 Mar 2024 12:20
Taiwan Tech Weekly: Key Taiwan Server Names Soar; Raising TSMC Growth Target; Memory Rally
The market was generally positive after Nvidia's GTC conference last week with key Taiwan server and other AI-linked names rising substantially....
Vincent Fernando, CFA
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318 Views
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