Dan Nystedt
@dnystedt
Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
가입 June 2009
1.2K 팔로잉 중 53.3K 팬
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#
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