Nanyang Suona Player Appears at Cannes Invited by the China Film Administration, Shi Rongshan, a young man from Nanyang, appeared at the 79th Cannes Film Festival, playing a suona version of "Black Myth: Wukong" and the authentic Henan suona piece "Touching in the Clouds".

From Nanya Technology’s earnings call: Q: How likely is AI to drive a prolonged structural DRAM shortage? A: We believe this is highly likely. Long lead times for new fabs, equipment, and process transitions make it difficult to resolve the shortage through 2027 and into early 2028. Whether AI investment continues to generate sufficient returns is the key variable for the long-term supply-demand balance. Q: What is the potential for bit shipment growth in 2027? A: Inventories have been depleted, and there is limited room for additional supply until the new fab ramps up. We therefore expect virtually no bit shipment growth in early 2027, with shipments remaining flat for several quarters. Wafer output from the new fab is expected to begin in 2H27.

Taiwan DRAM maker Nanya Tech plans to build new 12-inch wafer fabs in Yunlin and Pingtung, Taiwan for DRAM and customized DRAM, media report. -The Yunlin fab will focus on sub-10nm process node products for AI. -Nanya’s latest project, the NT$300 billion Linkou 5A DRAM fab, due for mass production in 2028 -Media quote a Nanya executive confirming plans for additional new fabs, but declining to comment where. $AMAT $ASML $LRCX $KLAC $TOELY #semiconductors#

$MU $SKHY $DRAM Nanya reported Q2 gross margin of 79.5% "AI strong demand has driven structural changes in memory supply and demand, reducing cyclical factors in the industry. The memory shortage is expected to persist for several more quarters, with multi-year long-term agreements (LTAs) increasingly becoming the industry norm.” -Nanya President "The ongoing phase-out of legacy DRAM capacity by major memory manufacturers has tightened supply and lifted pricing, positioning Taiwan’s Nanya Technology among the biggest beneficiaries."