Nanya Technology expects 2026 capex to “surge past” the NT$52 billion guidance provided earlier as it continues to develop new products and production technologies, media report, including (products) 16Gb DDR5 validation, LPDDR5 pilot production, (production) 1c, 1d, 1e process advancement. $Micron Tech(MU.US) $SSNLF $HXSCL $Lam Research(LRCX.US) $KLA(KLAC.US) #semiconductors #semiconductor
Source: Dan Nystedt
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