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Dan Nystedt
@dnystedt
Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
加入 June 2009
1.2K 正在关注    54.9K 粉丝
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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