NANYA Nanya Technology Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
23:41
13 июл
13 июл
Watch Nanya as a memory play benefitting from AI-driven supply tightness.
Watch Nanya as a memory play benefitting from AI-driven supply tightness, though AI is only ~20% of revenue and new fab ramps only in 2028.
Сред.
20:30
13 мая
13 мая
Cisco's strategic investment and supply agreement with Nanya provides long-term memory supply security, reducing its exposure to market volatility.
Выс.
19:47
06 мая
06 мая
Avoid Nanya due to focus on legacy DRAM, potential balance sheet strain from high capex.
Avoid Nanya due to focus on legacy DRAM, potential balance sheet strain from high capex, and poor relative performance; the author plans to exit.
Выс.
03:57
27 апр
27 апр
Nanya Technology surged 10% in Taiwan on news of being a supplier for Nvidia's Vera Rubin.
Nanya Technology surged 10% in Taiwan on news of being a supplier for Nvidia's Vera Rubin servers, with the author now finding its valuation attractive after previously dismissing it.
Выс.
23:03
26 апр
26 апр
The tweet questions whether Nanya has entered the Vera Rubin LPDDR5 supply chain but expresses.
The tweet questions whether Nanya has entered the Vera Rubin LPDDR5 supply chain but expresses no directional view or trade idea.
Выс.
09:38
13 апр
13 апр
Avoid Nanya Technology as a potential AI/HBM play because their fundamental inability.
Avoid Nanya Technology as a potential AI/HBM play because their fundamental inability to manufacture 1c DRAM precludes them from entering the High Bandwidth Memory market.
Выс.
Об аналитическом покрытии NANYA
Buzzberg отслеживает NANYA (Nanya Technology) в 4 источниках. Бычьих сигналов: 0, медвежьих: 0, от 4 аналитиков. Сентимент разделён поровну. Всего отслеживается 6 торговых идей. Последние спикеры: ParadisLabs, Mark Patterson, Minnvestor.