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Asustek Computer (2357 TT)
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223
Analysis
Information Technology
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Taiwan
Asustek Computer Inc. manufactures and markets computer motherboards, interface cards, notebook computers, and other related products.
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bullish
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Asustek Computer
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15 Nov 2023 06:30
How Asustek Plans to Take the Lead Globally in AI PCs; Gaming PCs First Key Battleground
However, gaming PC competitor MSI is already moving fast; Shows how gaming PCs are likely to be the first AI PC battleground. Long Asustek, remains...
Vincent Fernando, CFA
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329 Views
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bullish
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Asustek Computer
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31 Mar 2024 21:07
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...
Vincent Fernando, CFA
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430 Views
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bullish
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Asustek Computer
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13 Aug 2023 07:30
PC Monitor: Asustek Preparing for AI PC Upgrade Wave, Volume Sales in 3Q24
Asustek and Acer recently reported 2Q23 results with both companies showing a rebound in margins and normalized inventory levels. The cycle trough...
Vincent Fernando, CFA
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435 Views
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bullish
•
Elan Microelectronics
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21 Jun 2024 03:06
TechChain Insights: Call with Elan Micro; AI PC Significant Uptake 4Q24/1H25; Supply Chain Preparing
Elan Microelectronics is poised for growth in the AI PC upgrade cycle, with a strong position in the market and potential impact expected in late...
Vincent Fernando, CFA
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489 Views
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bullish
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Intel Corp
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12 Sep 2023 02:01
Intel's Meteor Lake Chips Could Make It 'Cool' Again; Will Enable Mass Market Adoption of AI PCs
Intel's Meteor Lake chip family will enable mass adoption of AI PCs and the company could become widely admired by the market again. This also...
Vincent Fernando, CFA
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439 Views
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