Taiwan Tech Weekly: Hon Hai AI Servers Taking Share, Asus Specifies When AI PCs Will Drive Market
Also -- According to media reports, Apple has bought all of TSMC's leading-edge 3nm capacity and may have exclusivity for this 3nm production...
301 Views
Hon Hai AI Server Business Expected to Take Market Share 2H23E, Structural Long
Any weakness over worries about Apple/consumer products is an opportunity to accumulate. Investors shouldn't let cyclical expectations fluctuations...
321 Views
The “ AI Revolution” : A Cautionary Tale and Its Investment Consequences
The re-emergence of AI as a topic of hype, caution and investment contains, in equal parts, the re-discovery of a pre-existing technology, but now...
China TMT Update-1810. HK/NIO/LKNCY- NIO Phone's Core Specs/Luckin Sold 7.39mn Cups/Apple’s Earnings
1810. HK: Takeaways for Xiaomi from Apple’s F3Q23 earnings;NIO: local benchmarking platform revealed NIO phone's core specs;Luckin Coffee sold...
294 Views
Taiwan Tech Weekly: U.S. Announces New Bans on Investment into Chinese High Tech Industries
Also, Elan Microelectronics and ChipMOS reported strong results. The two companies represent two Longs to consider, we still see upside.
306 Views