12 October 2026 | 9:12PM SGT Equity Research Asia Pacific Technology: Semiconductors - Memory: Nanya Tech 3Q26 read-across: limited level of DRAM bit supply growth likely for 2027 On October 12, Taiwanese DRAM producer Nanya Technology (Nanya; Not Covered) reported its 3Q26 earnings (September quarter), and we provide read-across to Samsung Electronics (SEC) and SK Hynix (Hynix). Remain Buy rated on both SEC (on CL) and Hynix. Key takeaways Goldman Sachs does and seeks to do business with companies covered ...