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

458 Views14 Apr 2024 11:05
​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 demand for products Nanya doesn't produce.
What is covered in the Full Insight:
  • Nanya's Latest Results Show Relatively Disappointing Margin Recovery
  • Nanya Expects Improved DRAM Pricing
  • Taiwan earthquake could drive memory price hikes
  • Micron reportedly hiking memory prices
  • Nanya Shares Lagging Behind Memory Industry Peers
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