Nanya Technology（2408）株式概要
南亜科技股份有限公司は、台湾、日本、マレーシア、中国、米国、タイ、ドイツ、シンガポール、ポーランド、および国際的に半導体製品の研究、開発、製造、販売を行っている。 詳細
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Analyst Price Targets
Nanya Technology Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | NT$449.00 |
| 52週高値 | NT$505.00 |
| 52週安値 | NT$40.20 |
| ベータ | 1.93 |
| 1ヶ月の変化 | 29.39% |
| 3ヶ月変化 | 103.63% |
| 1年変化 | 745.57% |
| 3年間の変化 | 534.18% |
| 5年間の変化 | 464.78% |
| IPOからの変化 | -74.04% |
最新ニュース
ナラティブの更新 • Jun 22
2408: Private Placements Will Sustain Pressure On Future Profit Margins
The latest analyst price target for Nanya Technology has been reset to NT$150. Analysts point to updated assumptions for discount rate, revenue growth, profit margin, and future P/E to support keeping the target at this level.ナラティブの更新 • Jun 05
2408: Private Placement Dilution Will Sustain Pressure On Future Profit Margins
Analysts now set a lower 12 month price target for Nanya Technology at about NT$150, down from around NT$160, reflecting updated views on fair value, revenue growth assumptions, profit margins, and a slightly lower future P/E multiple. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of about TWD 15,673,000,000.Recent updates
ナラティブの更新 • Jun 22
2408: Private Placements Will Sustain Pressure On Future Profit Margins
The latest analyst price target for Nanya Technology has been reset to NT$150. Analysts point to updated assumptions for discount rate, revenue growth, profit margin, and future P/E to support keeping the target at this level.ナラティブの更新 • Jun 05
2408: Private Placement Dilution Will Sustain Pressure On Future Profit Margins
Analysts now set a lower 12 month price target for Nanya Technology at about NT$150, down from around NT$160, reflecting updated views on fair value, revenue growth assumptions, profit margins, and a slightly lower future P/E multiple. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of about TWD 15,673,000,000.
ナラティブの更新 • May 14
2408: Private Placements And Higher Margins Will Support Stronger Future Earnings Potential
Analysts have raised their price target for Nanya Technology from NT$400.00 to NT$440.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of TWD 15,673,000,000.ナラティブの更新 • Apr 28
2408: Private Placement And Higher Margins Will Support Stronger Future Earnings Potential
Analysts have trimmed their 12 month price target for Nanya Technology to NT$400, citing updated assumptions that combine a lower discount rate and future P/E with more moderate revenue growth and higher projected profit margins. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for expected gross proceeds of TWD 15,673,000,000, with the transaction approved by the board of directors.ナラティブの更新 • Apr 13
2408: Future Profit Margin Pressure From Large Private Placement Will Persist
Analysts have trimmed their price target on Nanya Technology to NT$160.39 from NT$161.71, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that modestly adjust their valuation outlook. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share for gross proceeds of TWD 15,673,000,000.ナラティブの更新 • Mar 30
2408: Future Profit Margin Assumptions Will Likely Prove Excessively Optimistic
Analysts have revised their fair value estimate for Nanya Technology from NT$150 to about NT$161.71, reflecting updated views on revenue growth, profit margins, and an adjusted future P/E outlook. What's in the News Nanya Technology plans a private placement of 70,000,000 common shares at TWD 223.9 per share, targeting gross proceeds of TWD 15,673,000,000 (Key Developments).ナラティブの更新 • Mar 16
2408: Future Revenue Assumptions Will Likely Prove Unrealistically Optimistic
Analysts have raised their price target on Nanya Technology from NT$44.45 to NT$150.00, citing revised expectations for revenue growth, profit margins and future P/E assumptions. Valuation Changes Fair Value: revised from NT$44.45 to NT$150.00, taking the reference estimate to a little over 3x the earlier figure.ナラティブの更新 • Mar 02
2408: Higher Revenue And Margin Assumptions Will Support Stronger Future Earnings Potential
Analysts have kept their fair value estimate for Nanya Technology steady at NT$400.00. They point to slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E to support the unchanged price target.ナラティブの更新 • Feb 16
2408: Higher Revenue And Margin Assumptions Will Drive Stronger Future Earnings Potential
Analysts have raised their fair value estimate for Nanya Technology from NT$75.00 to NT$400.00, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. Valuation Changes Fair Value: updated from NT$75.00 to NT$400.00, representing a very large upward revision in the valuation output.
ナラティブの更新 • Feb 02
2408: Higher Growth Assumptions Will Likely Expose Compressed Margin And P/E Risk
Analysts have raised their price target for Nanya Technology to $285.00 from $170.45, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that they believe better reflect current expectations for the business. Valuation Changes Fair Value Estimate: Adjusted from NT$170.45 to NT$285.00, representing a large upward reset in the analysts' assessed value per share.ナラティブの更新 • Jan 19
2408: Future Margin Assumptions Will Likely Prove Overly Optimistic
Analysts have lifted their price target on Nanya Technology to the equivalent of about $44.45 from roughly $30.20, citing updated assumptions around a lower discount rate, slightly higher projected revenue growth, a very large implied improvement in profit margins, and a much lower future P/E multiple in their valuation models. Valuation Changes Fair Value: The price target fair value moved from about NT$30.20 to roughly NT$44.45 per share, indicating a higher implied valuation level in the updated model.ナラティブの更新 • Jan 04
2408: Future Margin Upswing Likely To Expose Current Earnings Multiple Vulnerability
Analysts have raised their price target on Nanya Technology to approximately $170 from about $145. This reflects increased confidence in stronger revenue growth, significantly higher profit margins, and a more attractive future earnings multiple.ナラティブの更新 • Dec 14
2408: Richer Earnings Multiple Will Likely Prove Unsustainable Amid Margin Pressure
Analysts have raised their price target on Nanya Technology, citing a modest improvement in fair value estimates to about NT$145 from roughly NT$138. This change is driven by stronger expected revenue growth that more than offsets a slightly higher discount rate and a lower projected profit margin, alongside a richer future earnings multiple.ナラティブの更新 • Nov 30
2408: Modest Revenue Improvement Will Offset Lower Margins and Slightly Lower Risk
Analysts have raised their fair value target for Nanya Technology from $124.91 to $138.27, driven by modest improvements in projected revenue growth. This increase offsets slightly lower profit margin expectations and a decrease in the discount rate.ナラティブの更新 • Nov 16
2408: Rising Discount Rate Will Likely Limit Upside Potential
Analysts have raised their price target for Nanya Technology from $110.82 to $124.91. They cite improved revenue growth projections and higher expected profit margins.ナラティブの更新 • Nov 01
2408: Profit Margin Weakness And Rising P/E Ratio Will Pressure Shares
Analysts have raised their price target for Nanya Technology from $105.36 to $110.82, citing modest improvements in projected revenue growth, a lower discount rate, and updated profit margin forecasts. Valuation Changes Consensus Analyst Price Target has risen from NT$105.36 to NT$110.82.ナラティブの更新 • Oct 17
Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency
Analysts have raised their price target for Nanya Technology from $65.84 to $105.36. They cite expectations of higher revenue growth and improved profit margins supporting the upgrade.ナラティブの更新 • Oct 03
Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency
Analysts have raised their price target for Nanya Technology from $54.84 to $65.84, citing improved revenue growth forecasts, even though profit margins are expected to be slightly lower. Valuation Changes The Fair Value Estimate has increased from NT$54.84 to NT$65.84.ナラティブの更新 • Sep 15
Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency
The consensus analyst price target for Nanya Technology has increased to NT$54.84, with the upward revision driven by growth in net profit margin and a lower discount rate. Valuation Changes Summary of Valuation Changes for Nanya Technology The Consensus Analyst Price Target has risen slightly from NT$53.15 to NT$54.84.
新しいナラティブ • Jan 19
Transitioning To DDR5 And Edge AI Products Will Strengthen Future Market Position
Strategic DDR5 transition and DDR3/DDR4 capacity shift are set to boost revenue growth and gross margins through higher bit shipments and premium pricing.株主還元
| 2408 | TW Semiconductor | TW 市場 | |
|---|---|---|---|
| 7D | -2.3% | -3.7% | -4.3% |
| 1Y | 745.6% | 134.9% | 95.6% |
業界別リターン: 2408過去 1 年間で134.9 % の収益を上げたTW Semiconductor業界を上回りました。
リターン対市場: 2408過去 1 年間で95.6 % の収益を上げたTW市場を上回りました。
価格変動
| 2408 volatility | |
|---|---|
| 2408 Average Weekly Movement | 13.9% |
| Semiconductor Industry Average Movement | 9.8% |
| Market Average Movement | 6.5% |
| 10% most volatile stocks in TW Market | 12.1% |
| 10% least volatile stocks in TW Market | 2.6% |
安定した株価: 2408の株価は、 TW市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: 2408の weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてTWの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1995 | n/a | Pei-Ing Lee | www.nanya.com |
南亜科技股份有限公司は、台湾、日本、マレーシア、中国、米国、タイ、ドイツ、シンガポール、ポーランド、および海外で半導体製品の研究、開発、製造、販売を行っている。標準ダイナミックランダムアクセスメモリ（DRAM）、低電力DRAM、MCPおよびeMCP、KGD製品、モジュール、その他のメモリ製品、Elixirブランドを提供している。同社は機械、設備、原材料の輸出入を行っている。同社の製品は、ホーム＆エンターテインメント、オフィス＆エンタープライズ、モバイル＆ポータブル、産業用、車載用などの分野で応用されている。同社は1995年に設立され、台湾の新北市に本社を置く。
Nanya Technology Corporation 基礎のまとめ
| 2408 基礎統計学 | |
|---|---|
| 時価総額 | NT$1.39t |
| 収益（TTM） | NT$34.61b |
| 売上高(TTM) | NT$108.49b |
40.2x
PER（株価収益率12.8x
P/Sレシオ2408 は割高か？
公正価値と評価分析を参照収益と収入
| 2408 損益計算書（TTM） | |
|---|---|
| 収益 | NT$108.49b |
| 売上原価 | NT$59.10b |
| 売上総利益 | NT$49.39b |
| その他の費用 | NT$14.77b |
| 収益 | NT$34.61b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 10, 2026
| 一株当たり利益（EPS） | 11.17 |
| グロス・マージン | 45.52% |
| 純利益率 | 31.91% |
| 有利子負債／自己資本比率 | 9.2% |
2408 の長期的なパフォーマンスは？
過去の実績と比較を見る| Nanya Technology 配当日 | |
|---|---|
| 配当落ち日 | Jul 07 2026 |
| 配当支払日 | Aug 06 2026 |
| 配当落ちまでの日数 | 8 days |
| 配当支払日までの日数 | 38 days |
2408 配当は確実ですか？
2408 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/28 13:39 |
| 終値 | 2026/06/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Nanya Technology Corporation 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22
| アナリスト | 機関 |
|---|---|
| Nam Hyung Kim | Arete Research Services LLP |
| Naiwen Kerr | Barclays |
| Mark Newman | Bernstein |