Added to YB: 2025-11-11
Pitch date: 2025-11-05
2408.TW [bullish]
Nanya Technology Corporation
+14.08%
current return
Author Info
No bio for this author
Company Info
Nanya Technology Corporation research, develops, manufactures, and sells semiconductor products in Taiwan, Japan, Malaysia, China, the United States, Thailand, Germany, Singapore, Poland and internationally.
Market Cap
TWD 458.6B
Pitch Price
TWD 142.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
80.78
P/E
-75.76
EV/Sales
10.31
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Nanya Technology (2408.TW)
2408.TW: Memory supercycle beneficiary; Oct revenue +262% YoY, 10-mo revenue +49% YoY to highest in 4yrs; stock +385% YTD. DDR4 shortage persisting as competitors shift to DDR5/HBM; ASP +40% Q3, gross margin improved from -20.6% to 18.5%. DDR4 shortage expected for 'some quarters' per mgmt.
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