Mmastodon TechnologySemiconductors first seen 1 d ago, last 46 min ago, peak #2

Nanya shares sink 7% despite record gross margin on CXMT fears

Original: Nanya Technology posted an 85.7% gross margin, yet its stock plunged 7%. The market is panicking over Chinese rival CXMT

Taiwan's Nanya Technology posted an 85.7% gross margin, yet its stock fell 7% as investors worry about Chinese memory maker CXMT's rapid capacity expansion. CXMT is targeting domestic DDR5 and HBM substitution, which some analysts say threatens Taiwanese suppliers of legacy-node chips. Commenters argue the selloff reflects a misdiagnosis of the competitive threat, pointing to Nanya's strong results.

Why now: An unusually strong earnings result clashing with a sharp share drop has sparked debate over whether CXMT fears are overblown.

Nanya TechnologyCXMTTaiwanDDR5HBM

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Rank over time, top of the chart is #1. 23 snapshots from 1 d ago to 46 min ago.

Evidence

• Nanya Technology posted an 85.7% gross margin, yet its stock plunged 7%. The market is panicking over Chinese rival CXMT's capacity expansion, but wallowing in a misdiagnosis. CXMT is targeting domestic DDR5 and HBM substitution, leaving Taiwanese suppliers of legacy nodes… · asiaai · 1

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