According to Macquarie Securities, Nanya Electronics (1303) reported September earnings per share of 4.42 New Taiwan Dollars (NTD) yesterday, marking a 31% increase from 3.37 NTD in Q2, driven by robust demand for high-end copper clad laminate (CCL) used in AI server manufacturing.

Macquarie assigned an 'outperform' rating with a price target of 506 NTD, citing Nanya's electronics materials division as a key profit driver. Domestic research institutions likewise project sustained revenue growth in CCL and other electronic materials through 2026-2027, as AI infrastructure expansion continues to support demand for advanced products.

View Source

Disclaimer: This content is for informational purposes only and does not constitute investment advice or encourage the buying or selling of crypto assets. It is intended to provide information about industry developments and is not directly related to the services offered by Gate TR. Although information obtained from third-party sources has been carefully reviewed, Gate TR assumes no responsibility for any errors or omissions. Crypto assets involve high risks and may experience significant price fluctuations. Before making any investment decisions, you should assess your financial situation and risk tolerance, conduct your own research, and make decisions independently.