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Nanya Technology (2408 TT)
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171
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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bearish
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Nanya Technology
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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...
Vincent Fernando, CFA
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366 Views
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bullish
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Nanya Technology
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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...
William Keating
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393 Views
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bearish
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Nanya Technology
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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....
Vincent Fernando, CFA
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263 Views
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bullish
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Nanya Technology
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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...
Vincent Fernando, CFA
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410 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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29 Apr 2024 03:10
Taiwan Tech Weekly: Major Week of Earnings; Apple's Edge AI Could Make Your Current IPhone Obsolete
Taiwan rebounded strongly last week alongside Nvidia and U.S. tech. This week will be another major earnings week. Apple's edge AI for user privacy...
Vincent Fernando, CFA
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95 Views
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