Electronic Components

NANYA NEW MATERIAL

NANYA NEW MATERIAL released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 1.832 B, actual EPS CNY 0.65

NANYA NEW MATERIAL to Release FY2026 Q1 Earnings on April 28 After-Market BJT

NANYA NEW MATERIAL to Release FY2025 Earnings on March 26 During-Market (BJT), Forecast Revenue CNY 4.942 B, EPS CNY 1.06

NANYA NEW MATERIAL released FY2025 Q4 earnings on February 25 During-Market (BJT), actual revenue CNY 1.564 B, actual EPS CNY 0.3713

NANYA NEW MATERIAL released FY2025 earnings on February 25 During-Market (BJT), actual revenue CNY 5.228 B (forecast CNY 4.942 B), actual EPS CNY 1.06 (forecast CNY 1.06)

NANYA NEW MATERIAL released FY2025 Q3 earnings on October 29 After-Market (BJT), actual revenue CNY 1.358 B, actual EPS CNY 0.3077

NANYA NEW MATERIAL released FY2025 9 Months earnings on October 29 After-Market (BJT), actual revenue CNY 3.663 B, actual EPS CNY 0.7086

NANYA NEW MATERIAL FY2025 Q3 Earnings Release on October 30 After-Market BJT

NANYA NEW MATERIAL released FY2025 Semi-Annual Earnings on August 7 After-Market (BJT), actual revenue CNY 2.305 B, actual EPS CNY 0.39

NANYA NEW MATERIAL released FY2025 Q2 earnings on August 7 After-Market (BJT), actual revenue CNY 1.353 B, actual EPS CNY 0.3109

NANYA NEW MATERIAL to Release FY2025 Semi-Annual Earnings on August 8, 2025 (BJT)

Nanyaxin Material Anticipates Net Profit Growth of 44.69% to 71.82% in 2025 Half-Year

Guotai Asset Management Surveyed Nanya Material

Several Shareholders of NanYa New Materials Plan to Reduce Shareholdings

NS New Material Sees High Profit Growth in 2024 Driven by High-end Product Sales

Nanya Material Discloses Restricted Stock Incentive Plan

Nan Ya Printed Circuit Board Discloses 2025 Employee Stock Ownership Plan

Nanya New Materials' Profitability Continuously Improves

Nan Ya Printed Circuit Board Reports Significant Growth in 2024 Annual and 2025 Q1 Performance

Nanya 新材料 plans to reduce shareholding

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NANYA NEW MATERIAL expects DRAM prices to rise this quarter. (Taiwan Economic Daily)

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Sandisk subsidiary Sandisk Technology will purchase approximately 139 million shares of Nanya Technology through a private placement for about $1 billion. As part of the transaction's accompanying arrangements, Nanya Technology will supply DRAM products to Sandisk Technology under a multi-year strategic supply agreement, marking the transition of both parties from a simple buyer-seller relationship toward a deep strategic tie-up

- SanDisk is strategically binding its supply chain for key storage chips through a significant equity investment in Nanya Technology.  
- The subsidiary, SanDisk Technology, will invest approximately $1 billion to acquire about 139 million shares of Nanya Technology at a 15% discount to the average price, resulting in a 3.9% stake.  
- This investment, paired with a multi-year strategic supply agreement for DRAM products, strengthens the partnership and ensures a stable supply while addressing supply chain risks for technology companies.

iShares Semiconductor ETF

First Trust Nasdaq Food & Semicon

Direxion Semicon Bull 3X

Sandisk

SPDR S&P Semicon

VanEck Semiconductor ETF

Invesco PHLX Semiconductor ETF

$1 Billion Investment! Sandisk Acquires 139 Million Shares of Nanya Technology, Expanding DRAM Presence

Kioxia Holdings Corporation will invest 77.4 billion yen in Nanya Technology and sign a long-term DRAM supply contract, purchasing 70 million new shares, with the expected payment date set for April 8. This move aims to ensure the stability of DRAM supply required for the expansion of Kioxia's solid-state drive business

Kioxia to Invest 77.4 Billion Yen in Nanya Technology to Ensure Stable DRAM Supply

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A-share PCB concept stocks fluctuated and rose in late trading, with GDM hitting the daily limit, Skychem Technology, NANYA NEW MATERIAL, Increase, and DONGWEI TECHNOLOGY rising by more than 10%, followed by Han's CNC, INNO LASER, CFMEE, Yihao New Materials, and I-TEK

Yihao New Materials

Increase

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Han's CNC

Skychem Technology

INNO LASER

DONGWEI TECHNOLOGY

CFMEE

According to communications between Bank of America and memory chip manufacturers, the impact of the Middle East conflict on the global memory chip supply chain is minimal. Strong sales data in February indicates that industry profit margins will significantly increase. The report points out that the memory industry is in a super cycle, with strong demand for DRAM and NAND far exceeding production capacity. South Korea's semiconductor exports surged by 161% year-on-year, while NANYA Technology's sales in Taiwan skyrocketed by 587% year-on-year. Manufacturers are highly confident about future market conditions and are actively negotiating long-term agreements, with DRAM spot prices stabilizing and NAND prices rising over 10% due to supply shortage expectations

Bank of America communicates with leading storage manufacturers: The impact of the Middle East is currently minimal, with exceptionally strong sales in February

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The A-share PCB concept has seen a surge, with Sytech approaching the daily limit and reaching a historical high, while NANYA NEW MATERIAL, Kinwong, WAZAM, and SYE also followed suit

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