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BackNanya's stock price rebounded 4.08%, benefiting from a Bloomberg report predicting tight supply and demand for DRAM until 2030
Nanya's stock price rebounded 4.08%, benefiting from a Bloomberg report predicting tight supply and demand for DRAM until 2030
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自由时报57 minutes agoBusiness1 min readChinaView original

Nanya's stock price rebounded 4.08%, benefiting from a Bloomberg report predicting tight supply and demand for DRAM until 2030

South AsiaceaeLi PeiyingDRAM

Quick Look

  • Nanya (2408), a major DRAM manufacturer owned by Nanya General Manager Li Peiying, benefited from a Bloomberg report stating that international memory manufacturers are shifting resources to high-bandwidth memory (HBM), which has led to the squeeze of general DRAM production capacity.
  • The tight supply and demand situation may continue until 2027 or even 2030.
  • The stock price reached an intraday high of 486 yuan.

AI-generated summary

Why It Matters

Nanya, a Taiwanese DRAM manufacturer, has recently benefited from international memory giants Samsung, SK Hynix, and Micron shifting their resources to high-bandwidth memory (HBM). As a result, general DRAM production capacity has been squeezed out, and the imbalance between supply and demand may be prolonged.

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Li Peiying, General Manager of Nanya (file photo)

[Reporter Lin Yiru/Report from Taipei] Major DRAM manufacturer Nanya Technology (2408) benefited from Bloomberg’s warning that the tight DRAM situation may last until 2030, prompting the stock price to rebound today (16th). The stock rebounded sharply and opened higher. The intraday high reached 486 yuan, a surge of 4.4%. As of 11 a.m., it was still up 4.08%, temporarily trading at 484.5 yuan, with a trading volume of 19,000 contracts.

Observing the trends of the three major legal entities, foreign investors once again sold more than 6,568 contracts yesterday, having sold for more than 5 consecutive trading days, and sold more than 35,000 contracts in total. Investment trust also sold more than 1,525 contracts yesterday, which was also the fifth consecutive sale. Only self-operated traders stood on the buyer's side, buying slightly more than 167 contracts. The three major legal entities sold more than 7,926 contracts yesterday.

Please read on...

The latest analysis from Bloomberg News points out that international memory manufacturers such as Samsung, SK Hynix, and Micron have prioritized shifting resources to high-bandwidth memory (HBM), further squeezing out general DRAM production capacity. As long as global cloud manufacturers continue to increase their efforts in AI infrastructure construction, the tight supply and demand pattern of DRAM will continue until at least 2027, and may even extend to 2029 to 2030.

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What to Watch

AI outlook — possibilities, not facts

  • The global DRAM supply and demand situation will continue until 2027, and even extend to 2029 to 2030

    Likely · Within years

Open Questions

  • Does Nanya have enough production capacity to cope with future DRAM demand growth?
  • What assumptions are based on the 2030 time point mentioned in the Bloomberg report?
  • Does the continuous overselling of foreign capital reflect doubts about the long-term prospects?

Related Topics

South Asiaceae
PeopleLi Peiying
OrganizationsBloombergSamsungSK hynix
PlacesTaipei
TopicsLi PeiyingDRAMBloombergHBMSamsungSK hynix
This article was originally published by 自由时报.

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