Nanya 1Q25: Revenue down -24% q/q & +9% y/y to $219M. Negative GM again (7 out of last 9 quarters negative GM. Bit shipments up HSD% q/q and ASP down LSD. 2/3rd of revenue from consumer. CY25 bit shipment guidance revised to 30% from earlier 20%. Capex guidance slightly down to $600M.
Source: Sravan Kundojjala
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