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AMD Supply Chain
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AMD Supply Chain
Insights on Companies in the AMD Supply Chain
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bullish
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Taiwan Semiconductor (TSMC)
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21 Jul 2024 16:27
TSMC. Take The Pullback Gift
Q324 revenues $22.8 billion, up 9.5% QoQ & up 32% YoY. FY24 guidance raised to >25% YoY. Share price down 14% from 52 week high but still up >2x...
William Keating
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332 Views
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bullish
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Taiwan Semiconductor (TSMC)
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11 Jul 2024 15:47
TSMC's June Revenue Declined 9.5% MoM. Should We Be Worried?
Q224 revenue of US$20.9 billion, $457 million above the high end, up 10.5% QoQ and up 33.7% YoY. It was also TSMC's highest revenue quarter ever
William Keating
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268 Views
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bullish
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Samsung Electronics
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09 Jul 2024 19:03
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Broker
Samsung Electronics (005930 KS July 8, 2024)
Earnings surprise reportedly resulted from DRAM/NAND price increases, release of large allowances set aside against inventory loss, and SDC’s...
Daishin Securities
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169 Views
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bullish
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Micron Technology
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09 Jul 2024 13:00
Micron Technology Inc.: Will Its Expansion into Data Center and AI Markets Result In A Massive Runup? - Major Drivers
Micron Technology recently provided insights into their fiscal third quarter 2024 performance, shedding light on various strategic and operational...
Baptista Research
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173 Views
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bullish
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Micron Technology
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28 Jun 2024 00:13
Memory Monitor: Micron's Shares May Be Falling But Results' Industry Implications Are Positive
Discusses the recovery of traditional data centers, strength in SSD memory for AI applications, upcycle in PCs driven by Windows 12, and potential...
Vincent Fernando, CFA
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309 Views
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