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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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Taiwan Semiconductor (TSMC) - ADR
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21 Nov 2023 21:48
Taiwan Tech Weekly: Nvidia Results Today; Taiwan Market Surged But Why It Might Be Still Underowned
NVIDIA Corp (NVDA US) will report today U.S. time with its analyst call at 14:00 PDT, we are maintaining our Short basket of Taiwan AI names vs....
Vincent Fernando, CFA
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424 Views
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bullish
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Intel Corp
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30 Oct 2023 15:20
PC Monitor: Inventories Healthy & Intel Expects Over 100 Million AI PCs In Two Years
New Meteor Lake chips launching in December are anticipated to boost demand for AI-optimized PCs in 2024. The PC industry's inventory digestion is...
Vincent Fernando, CFA
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365 Views
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bullish
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Dell Technologies
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04 Sep 2023 21:31
Recent Dell & HP Results Provide Additional Clarity on Coming AI PC Wave
A 'step-change' AI PC upgrade cycle will make the strength of the current near-term cycle recovery less relevant, and isn't yet priced-in by the...
Vincent Fernando, CFA
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400 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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23 Aug 2023 12:26
Taiwan Tech Weekly: Key Supply Chain Names to Watch for Nvidia's Earnings Today
Also -- TSMC has maintained its full-year revenue guidance and Hon Hai is said to produce over 50% of Nvidia's AI hardware.
Vincent Fernando, CFA
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1k Views
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bullish
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Intel Corp
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31 Jul 2023 01:05
Intel Results #1 Take-Away: Major Readthrough for PC Upgrade Cycle and Edge AI
Edge AI will drive a major upgrade cycle for PCs worldwide -- We recommend getting ahead of PC's having their "ChatGPT Moment".
Vincent Fernando, CFA
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404 Views
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