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Nanya Technology

2408Taiwan Stock ExchangeXTAITWD
Company website ↗Investor relations ↗
UnchangedThesis v1
Latest local closeData retrievedThesis revised

Native listing

Price and relative performance

The local close remains in TWD. Return comparisons use normalized performance, never nominal prices across currencies.
+0.27% today

Latest local close

TWD 53.37

2408 · Taiwan Stock Exchange · Jul 15, 2026

Daily
+0.27%

Previous observed local session

Weekly
+1.06%

Five observed local sessions

Monthly
-1.47%

Twenty-one observed local sessions

1M vs theme
+0.12%

Company return minus Memory basket

1M vs benchmark
-4.40%

Company return minus semiconductor benchmark

Normalized performance

Nanya Technology, Memory basket, and benchmark

Nanya Technology, the equal-weight Memory basket, and the semiconductor benchmark are each rebased to 100 over the selected window. Nanya Technology's underlying close remains TWD-denominated.

Local-return mode

Optional company overlays

Visible history: Feb 2–Jul 15. Lines connect actual observations for readability; return calculations do not forward-fill holidays.

Base = 100

Accessible latest values
  • Equal-weight Memory basket103.86
  • Semiconductor benchmark108.68
  • Nanya Technology100.68

Thesis map

Where this company touches the thesis

The published theme thesis remains AI-led HBM demand can support an extended memory upcycle if conventional demand recovers, supply remains disciplined, and leading producers execute on qualifications and yields. Exposure below reflects pillars linked to approved evidence; it is not a recommendation or a new thesis version.
Unchanged

Pillar 2

Conventional DRAM and NAND recover

Traditional server, PC, and mobile demand normalize without a renewed inventory glut.

The broader cycle determines whether strength extends beyond premium AI memory.

Confirming signals

  • · Contract-price improvement
  • · Healthy inventories
  • · Demand breadth

Disconfirming signals

  • · Inventory rebuild
  • · Weak end demand
  • · Spot-price deterioration

Approved evidence

What the source record says

Only administrator-approved fixture events appear here. Each factual summary retains its stored primary source and its probabilistic thesis impact.

1 approved events

Bull case

Evidence that supports the thesis

Approved company-linked events classified as supportive of the published Memory thesis.

0 events

No approved supporting evidence is currently linked to this company.

Bear case

Evidence that challenges the thesis

Approved company-linked events that pressure an assumption or raise a competitive risk.

0 events

No approved challenging evidence is currently linked to this company.

Mixed and contextual

Evidence without a one-directional read

Mixed events and neutral context remain visible instead of being forced into a bullish or bearish conclusion.

1 event

Neutral contextMateriality 2/5Confidence 100%

[DEMO DATA] Nanya publishes first-quarter financial report

Earnings

What happened

Nanya Technology published its first-quarter 2026 financial report press release.

Why it matters

The fixture records the primary disclosure without inventing figures; later extraction must preserve source-level values.

Nanya TechnologyDRAMMarginsFree cash flow
Nanya Technology Q1 2026 Financial Report press releaseNanya Technology CorporationPrimary

Decision points

What to watch

These fixture dates exercise the watchlist workflow. They are illustrative planning markers, not sourced company or government schedules.

  1. Illustrative date

    [DEMO DATA] Memory contract-pricing review

    Illustrative monthly review of DRAM and NAND contract-pricing evidence.

    This fixture is a demo decision point, not a sourced company or government schedule.

    Industry DataM4

  2. Illustrative date

    [DEMO DATA] Export-control policy watch

    Illustrative policy-monitoring date; not a claimed government announcement.

    This fixture is a demo decision point, not a sourced company or government schedule.

    RegulatoryM3

Primary record

Recent sources

Stored primary sources behind the approved company-linked evidence above. Source links open the original publisher record.

1 sources

Nanya Technology Q1 2026 Financial Report press releaseNanya Technology CorporationPrimary