NANYA Nanya Technology Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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23:41
Jul 13
Jul 13
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.
MED
20:30
May 13
May 13
Cisco's strategic investment and supply agreement with Nanya provides long-term memory supply security, reducing its exposure to market volatility.
HIGH
19:47
May 06
May 06
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.
HIGH
03:57
Apr 27
Apr 27
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.
HIGH
23:03
Apr 26
Apr 26
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.
HIGH
09:38
Apr 13
Apr 13
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.
HIGH
About NANYA Analyst Coverage
Buzzberg tracks NANYA (Nanya Technology) across 4 sources. 0 bullish vs 0 bearish calls from 4 analysts. Sentiment: evenly split. 6 total trade ideas tracked. Latest voices: ParadisLabs, Mark Patterson, Minnvestor.