J&T Global Express Q124 Operating Stats: One Step Forward for Disclosure, & One Step Back
We were pleasantly surprised to see J&T disclose Q124 operating stats so promptly, but we still wonder why the company hasn't explained its abrupt...
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Taiwan Tech Weekly: Quanta Surging on Nvidia Server Orders; Nanya Results Ahead; Intel Foundry Event
Quanta sees stock surge with server wins, Mediatek accelerates expansion in automotive and data center solutions. Intel will host a webinar about...
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Post Nvidia GTC Industry Impact: Large Quanta Server Win Just the Beginning of an Order Wave?
Quanta secures large orders for Nvidia Blackwell-based servers from tech giants post-GTC conference; Asus's outlook is improving for its AI server...
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Micron Earnings: HBM Driving Price Increases in Other Sectors
Micron Technology sees positive revenues and profitability due to HBM demand creating a DDR5 DRAM shortage, benefiting Micron, Samsung, and SK hynix.
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Reddit IPO - Quick Thoughts on Valuation
Reddit (RDDT US) is looking to raise up to US$750m in its US IPO. In our previous note, we talked about the company’s historical performance. In...
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