DRAM prices climb amid tariffs; Nanya Tech eyes 2Q25 recovery

Nanya Technology, a memory manufacturer, reported a net loss of NT$1.941 billion (approx. US$60 million) in the first quarter of 2025, marking an expansion compared to the previous quarter and reflecting ten consecutive quarters of losses. However, with the ongoing improvement in DRAM supply and demand conditions in the second quarter, contract prices have stopped declining and are beginning to recover. Nanya General Manager Pei-ying Li believes that gross margins are likely to turn positive.

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LGD业务组织调整

4月15日,LGD(LG Display)将过去由各事业部负责的质量管理组织整合为“质量管理中心”,以加速质量创新。此前的质量创新努力已经转化为成本竞争力的提升,体现在销售成本比率下降等企业体质改善的成果上。

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日久光电2024年归母净利润暴增506.9%

4月14日晚,日久光电(003015)披露2024年年报,得益于产能释放以及客户黏性增强等利好因素,报告期内公司实现营业收入5.83亿元,同比增长22%;归母净利润0.67亿元,同比增长高达506.9%,成功扭转上年亏损态势,盈利能力显著增强。公司拟每10股派发2元现金红利,共计5,333万元,占可分配利润的21.01%。

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