Nanya's July revenue jumped 49.3% MoM on expiring contracts rolling into new deals
tengyanAI · x · 2026-10-08
Nanya's July revenue rose 49.3% month-over-month, mainly attributed to expired contracts rolling into new ones. The author will watch the Oct 12 results to see whether ASPs surge while bit shipments stay flat — price vs. volume structure matters.
More from Infra
- Hobbyist runs 512K context locally on CPU/RAM/SSD/GPU hybrid at 1,526 tok/s prefill — HankYeomans · 2026-10-08
- ExecuTorch BoF session set for PyTorch Conference North America 2026 — PyTorch · 2026-10-08
- CMP 170HX unlock mod to lift 40GB cards to 48GB is progressing — chemist_slime · 2026-10-08
- AI engineer shares a skill checklist spanning KV cache, quantization, and agent guardrails — ghumare64 · 2026-10-08
- New video tutorial: use Hugging Face Buckets with Xet to upload only missing chunks — lhoestq · 2026-10-08
- Open training run: EDA beats GDN-2, auto expert failover survives 7 host crashes — jon_durbin · 2026-10-08