南亚科技_亚太 DDR4 供需失衡将持续至 2027 年；增持
2026-01-21 02:58
Not for redistribution without written consent of Morgan Stanley January 19, 2026 05:25 PM GMT Nanya Technology Corp. | Asia Pacific DDR4 Supply and Demand to Remain Imbalanced Into 2027; OW Reaction to earnings Unchanged Modest upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research DDR4 will likely remain in shortage into 2027 as constrained capacity persists, making NTC the main beneficiar ...