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bearish
Nanya Technology
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メモリモニター: Nanya Tech が DRAM 回復とカスタム HBM ニュースで急上昇
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Equity Bottom-Up
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28 Feb 2025 15:12
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Nanya Techは、DRAMの回復とカスタムHBM戦略により2月に成長が見込まれていますが、2025年の予想成長ではSK HynixやMicronに依然として遅れをとっています。
フルインサイトの内容:
2月のナニャのパフォーマンス
カスタム HBM 戦略の概要
市場ポジショニングとリスク
競合他社との比較
DRAMとNANDフラッシュの価格動向
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インサイトストリーム
Semiconductors. Key Indicator Updates, 2024 In Review, 2025 Forecasts
19 Mar 2025
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