2408 Share Price Performance
NT$285.50
247.75 (656.29%)
0.2% overvalued intrinsic discount
NT$285.00
Fair Value
Price NT$285.50
AnalystConsensusTarget NT$285.00
AnalystLowTarget NT$44.45
AnalystHighTarget NT$400.00
Fair ValueNT$285.00
Share Pricen/a
Nanya Technology Corporation Stock Price
- 3 Narratives written by author
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- 8 Fair Values set on narratives written by author
2408 Community Narratives
AN
Fair Value NT$285 0.2% overvalued intrinsic discount
2408: Profit Margin Weakness And Rising P/E Ratio Will Pressure Shares
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Fair Value NT$44.45 542.2% overvalued intrinsic discount
DRAM Headwinds And Geopolitical Risks Will Constrain Outlook
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AN
Fair Value NT$400 28.6% undervalued intrinsic discount
AI Growth And Digital Trends Will Drive Memory Demand
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AI Growth And Digital Trends Will Drive Memory Demand
Key Takeaways Flexible production and strong pricing power are enabling faster margin expansion and recovery than peers, supported by robust demand and long-term contracts. Advanced technology progress and broad market reach position Nanya for sustained growth and resilience across high-growth and diversified segments.Read more
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AN
NT$400
28.6% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
77.53% p.a.
Profit Margin
46.9%
Future PE
9.59x
Price in 2029
NT$540.57
2408: Profit Margin Weakness And Rising P/E Ratio Will Pressure Shares
Key Takeaways Transitioning to new technologies and increasing bit shipments aim to lower costs, improve margins, and enhance profitability amid rising AI demand. Development of advanced DRAM products and reduced depreciation expenses promise better operating margins and new revenue streams.Read more
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AN
NT$285
0.2% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
82.31% p.a.
Profit Margin
28.39%
Future PE
10.47x
Price in 2029
NT$386.89
DRAM Headwinds And Geopolitical Risks Will Constrain Outlook
Key Takeaways Technology lag and limited access to advanced memory markets constrain profitability, while industry shifts toward integrated solutions threaten core business relevance. Regulatory pressures, geopolitical risks, and scale disadvantages increase operational volatility, challenging long-term growth and margin sustainability.Read more
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AN
NT$44.45
542.2% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
31.68% p.a.
Profit Margin
89.5%
Future PE
2.05x
Price in 2029
NT$58.09
Trending Discussion
Recently Updated Narratives
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2408: Higher Revenue And Margin Assumptions Will Drive Stronger Future Earnings Potential
Fair Value: NT$400 28.6% undervalued intrinsic discount
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AN
2408: Higher Growth Assumptions Will Likely Expose Compressed Margin And P/E Risk
Fair Value: NT$285 0.2% overvalued intrinsic discount
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2408: Future Margin Assumptions Will Likely Prove Overly Optimistic
Fair Value: NT$44.45 542.2% overvalued intrinsic discount
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Snowflake Analysis
Nanya Technology Corporation Key Details
About 2408
- Founded
- 1995
- Employees
- n/a
- CEO
- WebsiteView website
Nanya Technology Corporation research, develops, manufactures, and sells semiconductor products in Taiwan, Japan, Malaysia, China, the United States, Thailand, Germany, Singapore, Poland and internationally. It offers standard dynamic random-access memory (DRAM), low power DRAM, MCP and eMCP, and KGD products, as well as modules; and other memory products and Elixir brands. The company engages in the import and export of its machinery, equipment, and raw materials. Its products have applications in home and entertainment, office and enterprise, mobile and portable, industrial, and automotive. Nanya Technology Corporation was incorporated in 1995 and is headquartered in New Taipei City, Taiwan.
