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Tech Hardware and Semiconductor Research
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Tech Hardware and Semiconductor Research
Insights on Tech Hardware and Semiconductors
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bullish
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Advanced Micro Devices
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24 Aug 2024 10:03
AMD. Making Sense Of The Proposed Xilinx Acquisition.
If the ~$5 billion (minus what it can get for ZT Systems manufacturing operations) AMD is paying to get its hands on 1,000 data center engineers...
William Keating
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499 Views
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bullish
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Advanced Micro Devices
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24 Aug 2024 09:45
AMD Scales Up Just As Intel Scales Down
AMD to buy ZT Systems for $4.9 billion. The real target is the 1,000 strong data center R&D team, which aligns with their #1 strategic priority of...
William Keating
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208 Views
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bearish
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Thematic (Sector/Industry)
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22 Aug 2024 03:31
Could a Japan "Megaquake" Disrupt Semis?
Japan's Meteorological Agency predicted that a catastrophic earthquake is now many times more likely than before. This insight examines what that...
Jim Handy
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168 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
22 Aug 2024 01:21
Taiwan Tech Weekly: Taiwan Rebound Lagging Nvidia; Why TSMC's 'Foundry 2.0' Is Significant
Taiwan tech stocks rally but lag behind Nvidia; focus on upcoming results from Nvidia, Dell, and HP. TSMC's strategic shift to Foundry 2.0 is...
Vincent Fernando, CFA
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250 Views
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bullish
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Hon Hai Precision Industry
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22 Aug 2024 01:09
Hon Hai & Zhen Ding Show No Major AI Slowdown; Taiwan AI Supply Chain Names Lag Nvidia's Rebound
Hon Hai and Zhen Ding report strong growth with no signs of slowdown in AI server or mobile demand, while Taiwan AI supply chain names have not...
Vincent Fernando, CFA
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