8046.TW Nan Ya PCB
ABF substrates
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
8046.TW · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-06EarningsBeat / raise
Reported EPS 3.5 vs 3.34 expected (+4.8% surprise).
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7
2026-05-07EarningsBeat / raise
Reported EPS 2.03 vs 1.93 expected (+5.3% surprise).
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6
2026-02-25EarningsBeat / raise
Reported EPS 1.86 vs 1.49 expected (+24.8% surprise).
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5
2025-11-05EarningsMiss / cut
Reported EPS 1.12 vs 1.14 expected (-1.9% surprise).
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4
2025-08-06EarningsMiss / cut
Reported EPS -0.29 vs 0.58 expected (-150.3% surprise).
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3
2025-05-06EarningsBeat / raise
Reported EPS 0.32 vs 0.22 expected (+46.2% surprise).
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2
2025-02-26EarningsBeat / raise
Reported EPS 0.28 vs 0.13 expected (+108.8% surprise).
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1
2024-11-05EarningsMiss / cut
Reported EPS 0.09 vs 0.71 expected (-87.4% surprise).
Latest headlines
Auto-updated dailyEarnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-06 | 3.34 | 3.5 | +4.8% |
| 2026-05-07 | 1.93 | 2.03 | +5.3% |
| 2026-02-25 | 1.49 | 1.86 | +24.8% |
| 2025-11-05 | 1.14 | 1.12 | −1.9% |
| 2025-08-06 | 0.58 | -0.29 | −150.3% |
| 2025-05-06 | 0.22 | 0.32 | +46.2% |
| 2025-02-26 | 0.13 | 0.28 | +108.8% |
| 2024-11-05 | 0.71 | 0.09 | −87.4% |
| 2024-08-06 | 0.38 | 0.18 | −52.7% |
| 2024-05-05 | 0.36 | -0.24 | −167.3% |
| 2024-02-29 | 1.04 | 1.3 | +25.2% |
| 2023-11-02 | 1.67 | 1.66 | −0.4% |
| 2023-08-03 | 1.95 | 2.43 | +24.9% |
| 2023-05-04 | 4.53 | 3.6 | −20.6% |
| 2023-02-24 | 8.03 | 7.97 | −0.7% |
| 2022-11-03 | 7.69 | 8.54 | +11.1% |
| 2022-08-04 | 6.6 | 7.53 | +14.2% |
| 2022-05-05 | 5.81 | 6.01 | +3.4% |
| 2022-02-25 | 5.25 | 5.5 | +4.7% |
| 2021-11-08 | 4.44 | 4.81 | +8.3% |
| 2021-08-03 | 3.45 | 3.61 | +4.7% |
| 2021-05-11 | 1.82 | 2.45 | +34.6% |
| 2021-02-24 | 1.85 | 2.04 | +10.3% |
| 2020-11-09 | 1.79 | 1.62 | −9.5% |
| 2020-08-10 | 0.89 | 1.29 | +44.4% |
About Nan Ya PCB
Website ↗Nan Ya Printed Circuit Board Corporation manufactures and sells printed circuit boards (PCBs) in Taiwan, the United States, Mainland China, Korea, and internationally. It offers conventional PCBs that are used in the motherboards of desktops and notebooks, and home electrical appliances; high density connector boards that are used in smartphones, game consoles, GPS, PDAs, automobile appliances, and MP3 players; and soft and hard composite boards used in high-end handheld devices and notebook. The company also provides flip chip substrates comprising pin/land grid arrays for microprocessors; and ball grid arrays for graphic chips, northbridge chipsets, high-end ASIC chipsets, and digital TV chipsets. In addition, it offers wire bond substrates for MCP, southbridge chipsets, communication, and networking applications, as well as for use in memory, portable devices, handsets, consumer elect…
Large AI packages need big, many-layer ABF substrates. The build-up film itself comes from one supplier; glass-core substrates are the next transition.
What would prove us wrong. Weakens if substrate makers report utilisation falling while AI package sizes keep growing.
Who else supplies this
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.