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Asustek Computer (2357 TT)
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230
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
•
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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506 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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442 Views
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bullish
•
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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447 Views
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bearish
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Thematic (Sector/Industry)
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18 Mar 2022 11:11
More Evidences Show VGA Card Demand Is Weakening. Maintain Our Conservative View on VGA Card Market
After several years of robust growth on mining demand, we are likely to see the turning point for VGA cards in 1H22. We see more data points in...
Henry King
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489 Views
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bearish
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Gigabyte Technology
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03 Mar 2022 09:20
The Current Huge Gap of VGA Card Demand over Supply May Reverse in 2H22/2023
While Taiwanese VGA card makers reported record sales in January and NVIDIA reported record quarterly revenue for 4QFY22, the outlook of the VGA...
Henry King
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1.8k Views
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