NANYA · Nanya Technology CorporationNanya Technology Corporation
📋 Nanya faces credible mid-term threat from China-specific supply chains as the Big 3 memory makers abandoned legacy DRAM for higher margin AI segments
Nanya faces credible mid-term threat from China-specific supply chains as the Big 3 memory makers abandoned legacy DRAM for higher margin AI segments.
Evidence & details
- +Nayna benefited because big 3 moved up the food chain and cut off legacy DRAM like DDR4 for HBM3e/HBM4/DDR5.
- +Nayna's just been enjoying the older market by itself.
- +So now there's a credible mid-term threat for Nanya in specific for China specific supply chains.
- +SK Hynix and Micron don't care since they knowingly abandoned that market for higher margin AI segments already.
- ⚡China-specific supply chains becoming a threat to Nanya's legacy DRAM market.
- −Nanya's reliance on legacy DRAM market that the Big 3 have abandoned.
Chart
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@lukas_zavodnik Nayna benefited because big 3 moved up the food chain and cut off legacy DRAM like DDR4 for HBM3e/HBM4/DDR5. Nayna's just been enjoying the older market by itself. So now there's a credible mid-term threat for Nanya in specific for China specific supply chains. …
Thesis: Nanya faces credible mid-term threat from China-specific supply chains as the Big 3 memory makers abandoned legacy DRAM for higher margin AI segments.
Memory price hikes are lowering forward P/E ratios for MU and Nanya, making them more attractive even as stock prices increase.
source ↗Nanya faces credible mid-term threat from China-specific supply chains as the Big 3 memory makers abandoned legacy DRAM for higher margin AI segments.
source ↗No qualifying thesis event for 45+ days.