Nanya Technology Corporation (TPE:2408)
Taiwan flag Taiwan · Delayed Price · Currency is TWD
237.50
+11.00 (4.86%)
Apr 28, 2026, 1:30 PM CST
← View all transcripts

UBS Taiwan Summit 2025

Sep 17, 2025

Speaker 1

Quarterly price. So it's like DG negotiation. So it has all the way down trend, the quarterly price. I think it's just a government. So so the sum is not q to q revenue up.

Year to year revenue up. Just to say, shipping this whole, so you increase. You know, the highest decrease decrease the interest cost also so that April and May continue downtrend. By June, you sound like, But it's a good quarter, the quarter price Now on the SG and A expense can r and d expense for for the normal range. Now on the cash flow, Shenzhen, I assume that net cash, which is the one, the total cash minus total debts.

I assume net cash, you'll follow-up. So if you're a GPU, if I choose e, that's the chi by way to go wait. Click on our top. We'll do that case set. So you'll catch the situation.

You mentioned that you'll catch the general you know, once you catch situation. Which did you guys have? Just a each case or the cash that you created. Started to more value buy it. She buy you guys the over net cash, say, uptrend.

Upgrade of this one. So the technology migration, you mean that you could not create. Additional capacity additional capacity, you'll say, get away from capacity, you'll tell when you factor your that's in your tool, technology upgrade, your shipment improvement. To see your production shipment improvement. The the fishermen way into our.

We we didn't reverse early early early early early Sunday. So go down for strategy on from Cheniere overall shipment very improved based on the tool. Now, you can update how to be q q two the investor conference, you update the. In general speaking, the statement The CEO is here. Chao, what I don't view the emphasis.

Changes the AI adoption outside, how center are continue to try to make the remain same. Now AI application bottom up by '2, so remain the same.

Speaker 2

It's it's a I gotta hit the I gotta hit the beat. I gotta hit the beat beat.

But the feeling keeps kicking in. Frontera. Woah. So much space. Oh, wow. That charged fast. Oh, great lights. Wow. New Frontier.

Speaker 1

So the three and nine are the the the the the the influence.

Given some too soon, we try the AI server or better based on how. So you don't have AI server type of HPM. It's like early or soon into HPM guys rebound very fast. K? As in the h Cheetah, now HBM is a non AI.

So I early us and then don't ping me or rebound. Okay. So she continue to down trend. Oh, actually, you know, say, the rebound should say non airborne rebound for that. Always more for example, the trade company is a major supplier come in end of life DDR four, but no part DDR four.

Now, always end of life, Just that I can create. You could be I saw her. Just a HBM happens in the fisherman. So overall market size is less than 10%. That's eight to nine percentage of fishermen.

So it given higher, shows 30, the fishermen is a non AI. I took a proven the business has a major supplier, the 90% efficient. So market continue to go down. It as an example, this is a company, the CEO. Neo Joker business unit is still recovering very nicely.

That's a Neo Joker business unit. That's a continue to go down. So as a executive, in one of the company, end of life. I think just please know your following company. Just to the market, the let's get some a what's an email?

So the she and she she's a procedure that DDR four.

Speaker 2

It's gotta be getting Hempsteady WordPress. Here we go. Simply put in Chrome or log in in control panel. Install our WordPress member one click install or tilted in demand. Designs and pass a redeem image and the ampersa design and the full flexibility. Or come online with an MCA. Simple.

Speaker 1

End of life. End of life, which was your full friend supply more share time using committed customer. So overall market contracts remain steady the second half this year. Are you concerned that state stability where you stand down million? Are you confident that you can achieve a million first half?

Okay. Now, That's a unit wise mobile which is a quick growth. Now PC, the full one overall, the PC demand, you guys may also, Honeywell, you may also, and. DDR for the no party for the consumer you got to a idea for for the DDR. So the consumer kind of overall that worldwide that consumer market to improve.

Consumer demand consumer data five. Stick with technology. Does it need to get generation to absorb some of the time in. Generation Only to the even equipment conversion as well.

And then back and forth. You take utilization, equipment utilization. Do we build and talk? And talk. Some of the.

They said business wise, okay, which doesn't make sense, equipment wise. You wanna make issues to choose a product that design. You can also get a product that design that took a generation. It's a shared generation. Many of designs are a product.

It turns the gen you know, to type of design a bot. We should be doing it. It takes some time. Even the auto have dual qualification verification out to customer Okay. Acquired.

Now DDR five and DDR three is such a yes. Yes. See what they say. ASP or they improve. Yeah.

But some some overall, you know, to the channel ship I ship the issue. Yeah. It shipped out in the market, in general speaking, all those your balance, demand supply balance, cost balance. Common common default and like a channel D was suitable PC monitor. Now consumer, you will get one.

What they use the channel data only is that customer. Consumer always stay with people concern. Yeah. Oh, thanks.

Speaker 2

We are.

Weld and design, some plastic steel, 13 hemp seeder, main unique design, steel full of thin clip,

Speaker 1

But margin will be. That's just yet. She even buy it for now. So get drop down. Wait.

That would be exactly the So I achieve a 500% to do in the quarterly price negotiation. So the uptrend is all negotiate. I the account. I see you initiate that that's even negotiate like a yeah. I see you.

That is what that deal even negotiate like a just a trend. We have we have the the quality negotiation was upset. No. No. It is just on revenue

Now I think it's. Even one year to contract to to your internal time. The downtrenders or monthly negotiate. Actually, there's a high single more issue going to We common regions of our financial operations in quarter. The high single.

Wait. Wait. It's a quarterly for long time. By company. Kinda the good to put on the the situation to to make a case for for adjustment.

Yeah. So so far so far, what what the nigga and there's a DDR for the, like, market inventory. DDR five. DDR specific number. Okay.

Next. So the nine nine, the base now look up. Moment should as well I said prepare for future. So over the change the technology to the 5,600. Our API API for in volume production.

Now for the 6400 to '25 or '7. You know, moments I should pay the to the TSV for high density RTM. I'm like a to say, say, to send the now the TSV should pay for the customer make design. Just just HPM. It's on.

This is the one reason that this is the the customer, HPM development. So it's the either way. So a woman, so using using the say, it's just of your $1 EAC, the recognition. The top 5% corporate governance. Just in Taiwan.

So the the Taiwan, the top 5%. No. High density of memory. These are 16 gigabit. Check out on the HPM.

Those are 16 gigabit or 24 gigabit. So I'm I'm done into the but you put the the time into the the the in general speaking, it's a good thing at least. Doesn't tell the design from us to customer. Yeah. Oh, piece of kind of bandwidth with customer.

Yeah. Kind of management of data submit customer. Yeah. So in the case of DRAM, to the memory core type or the design to KPI. Yeah.

Base type of. She she is our customer. She she she told. Other customer make the to the So customer might make a for one to serve one customer to the to the project. I'm gonna ship you a car.

I think it's just a or when yes. That woman, if you okay. So I do die the funding. I see that is that kind of we were to we were funding. I say she had prepare customer to larger base time.

To go to town. The readiness. And powerful one. The visual depend on Internet. The job on the way.

Joey jumping. I'd say, you can improve AI applications that we don't have safety from it. Technology, just as a and what was the second generation 10 nanometer part of the original. So that's the zero nanometer part. Now for the sharing a generation, situation.

Establish another capability to kind of customer demand market price. In in general in general speaking, So it means the numbers are called data. What you mix to choose the data? That means I'll call

Powered by