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NVIDIA Supply Chain

NVIDIA Supply Chain
Insights on Companies in the NVIDIA Supply Chain

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19 Nov 2024 20:16

A Step Closer to Samsung Life Insurance Finally Selling Its Shares in Samsung Electronics?

Amid Samsung Electronics announcing a huge buyback of 10 trillion won, one of the issues that has resurfaced is the potential sale of Samsung...

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18 Nov 2024 15:27

My Take on the Three Scenarios that Sammy Buyback Stirred up in the Market Today

This post contains my personal view on the three scenarios triggered by Samsung Electronics' buyback that shook the market today.

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17 Nov 2024 17:53

Tech News This Week: TSMC, Samsung, Amazon / Nvidia, Super Micro, Smartphone ASP Increasing, AI PC

​TSMC faces export restrictions to China. Korea offers subsidies to chipmakers, but faces labor issue. Amazon ramps up AI chip production. Chip...

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17 Nov 2024 17:15

TSMC Has Increased Its Dividend. Again. It Will Keep Increasing.

​TSMC's cash dividend has surged by 65% in 2 years and is expected to keep increasing. Consensus forecasts show TSMC's EPS growth matching ASML's,...

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bullishFabrinet
16 Nov 2024 17:00

Fabrinet - Fabrinet: An Insight Into Its Automotive & Industrial Innovation & Other Major Drivers

Fabrinet's first-quarter results for fiscal year 2025 reveal both promising growth and challenges. With a revenue of $804 million, the company...

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