Nanya Technology Corporation

TWSE:2408 Voorraadrapport

Marktkapitalisatie: NT$1.5t

Nanya Technology Toekomstige groei

Future criteriumcontroles 6/6

Nanya Technology zal naar verwachting groeien in winst en omzet met respectievelijk 49% en 46.7% per jaar. De winst per aandeel zal naar verwachting groeien met 45.8% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 49.8% zijn.

Belangrijke informatie

49.0%

Groei van de winst

45.80%

Groei van de winst per aandeel

Semiconductor winstgroei26.8%
Inkomstengroei46.7%
Toekomstig rendement op eigen vermogen49.76%
Dekking van analisten

Good

Laatst bijgewerkt10 Aug 2026

Recente toekomstige groei-updates

Recent updates

Narratiefupdate • Aug 03

2408: Higher Profit Margin Assumptions Will Sustain Pressure On Future Returns

The analyst price target for Nanya Technology has been revised from NT$150.00 to NT$225.08 as analysts update their views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What’s in the News for Nanya Technology No major recent news items for Nanya Technology are available from the provided primary sources as of 29 Jul 2026.
Narratiefupdate • Jul 20

2408: Higher Future P/E Will Offset Moderating Margin Assumptions

Analysts have revised their fair value estimate for Nanya Technology from about NT$425.73 to about NT$548.17, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News No recent company-specific news items for Nanya Technology were identified in the provided sources.
Narratiefupdate • Jul 06

2408: Revised Assumptions Will Highlight Future Margin And P/E Trade Off

Nanya Technology's analyst price target has increased to NT$425.73 from NT$285.00, with analysts citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the main drivers of the revised outlook. What's in the News for Nanya Technology No recent Nanya Technology news items or key developments were identified from the provided sources.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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).
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
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Nieuw narratief • 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.

Winst- en omzetgroeiprognoses

TWSE:2408 - Toekomstschattingen van analisten en financiële gegevens uit het verleden (TWD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/2028698,285416,201178,765N/A6
12/31/2027530,534304,367150,159N/A11
12/31/2026348,401215,415101,835N/A9
6/30/2026180,50888,908N/AN/AN/A
3/31/2026108,48634,61441,93251,939N/A
12/31/202566,5876,6144,88518,568N/A
9/30/202543,068-6,053-11,9682,848N/A
6/30/202532,422-9,103-23,225-2,955N/A
3/31/202531,817-5,816-22,214-2,271N/A
12/31/202434,132-5,083-14,3561,952N/A
9/30/202436,261-5,989-12,3802,745N/A
6/30/202435,864-7,007-8,3231,900N/A
3/31/202432,970-6,963-12,022-1,486N/A
12/31/202329,892-7,440-19,650-6,095N/A
9/30/202329,142-6,107-23,990-5,973N/A
6/30/202332,427-961-25,450-2,347N/A
3/31/202343,4316,384-18,0277,555N/A
12/31/202256,95214,61915221,082N/A
9/30/202270,39822,22015,33434,354N/A
6/30/202283,21327,10627,35342,657N/A
3/31/202287,82026,69535,87947,038N/A
12/31/202185,60422,84932,62944,107N/A
9/30/202178,97917,31927,82738,121N/A
6/30/202170,46511,40522,22932,557N/A
3/31/202164,3178,46216,91826,920N/A
12/31/202061,0067,68613,25722,612N/A
9/30/202059,3488,04812,96219,634N/A
6/30/202058,8238,63915,10719,050N/A
3/31/202054,7758,167N/A15,571N/A
12/31/201951,7279,825N/A17,407N/A
9/30/201955,57016,492N/A27,826N/A
6/30/201965,14527,159N/A36,029N/A
3/31/201977,29635,721N/A46,216N/A
12/31/201884,72239,362N/A48,244N/A
9/30/201884,53353,380N/A41,674N/A
6/30/201873,45249,054N/A33,826N/A
3/31/201861,48544,234N/A25,137N/A
12/31/201754,91840,282N/A22,692N/A
9/30/201750,24738,385N/A18,612N/A
6/30/201747,15831,241N/A16,741N/A
3/31/201743,46625,148N/A16,995N/A
12/31/201641,63323,721N/A15,946N/A
9/30/201639,8895,517N/A15,340N/A
6/30/201640,0238,842N/A16,586N/A
3/31/201642,24612,700N/A17,661N/A
12/31/201543,87617,141N/A18,522N/A
9/30/201545,93023,822N/A21,870N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei 2408 ( 49% per jaar) ligt boven de spaarquote ( 1.3% ).

Winst versus markt: De winst van 2408 ( 49% per jaar) zal naar verwachting sneller groeien dan de TW markt ( 26.3% per jaar).

Hoge groeiwinsten: De winst van 2408 zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van 2408 ( 46.7% per jaar) zal naar verwachting sneller groeien dan de markt TW ( 21.5% per jaar).

Hoge groei-inkomsten: De omzet van 2408 ( 46.7% per jaar) zal naar verwachting sneller groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen 2408 zal naar verwachting over 3 jaar zeer hoog zijn ( 49.8 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/08/12 11:17
Aandelenkoers aan het einde van de dag2026/08/12 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Nanya Technology Corporation wordt gevolgd door 22 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Nam Hyung KimArete Research Services LLP
Naiwen KerrBarclays
Mark NewmanBernstein