Nanya. Tailwinds Mount Albeit Profits Still Elude

401 Views13 Apr 2024 16:42
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 earthquake are all mounting tailwinds for Nanya
What is covered in the Full Insight:
  • Nanya’s quarterly revenue and loss making pattern
  • Tailwinds arising from larger competitors and recent Taiwan earthquake
  • Nanya's first quarter 2024 results
  • Nanya's outlook for the DRAM market in 2024
  • Impact of Taiwan earthquake on Nanya's production
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