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NVIDIA Supply Chain
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NVIDIA Supply Chain
Insights on Companies in the NVIDIA 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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BYD
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15 Jul 2024 09:33
China Consumption Weekly (15 Jul 2024): Seres, BYD, Guangzhou Automobile,Trip.com
GAC sales volume of new energy vehicle decreased by 31% YoY in 1H24. BYD will build a factory in Turkey. AliPay' foreigner consumption amount in...
Ming Lu
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280 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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Fabrinet
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11 Jul 2024 14:00
Fabrinet: Why We Are Pessimistic Despite The Rapid Growth in Datacom Driven by AI Applications! - Major Drivers
Fabrinet Q3 of Fiscal Year 2024 reflects a robust performance exceeding its own forecasts with a notable increase in revenue and earnings per...
Baptista Research
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189 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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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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