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Elan Microelectronics (2458 TT)
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70
Analysis
Information Technology
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Taiwan
Elan Microelectronics Corp. designs, manufactures, and markets integrated circuits (ICs). The Company's product lines include telecom line, consumer electronic line, microcontroller line, personal computer (PC) peripheral line, and memory line.
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bullish
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Thematic (Sector/Industry)
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11 Jun 2024 15:42
Taiwan Semis May '24 Revenue Roundup. Looking Good Across The Board
ASPEED blazing a trail with 92.9% YoY revenue growth in May. Quanta, WiWynn, TSMC and Nanya all > 30% YoY. TSMC looking likely to hit >30% YoY...
William Keating
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228 Views
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bullish
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Taiwan Semiconductor (TSMC)
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25 Jan 2024 09:48
Taiwan Tech Weekly: SK Hynix Boosts Optimism for Memory; Intel, Mediatek, Microsoft, UMC Key Events
A strong outlook from TSMC and SK Hynix's return to op profit have boosted Taiwan tech; Why Microsoft's Copilot will accelerate demand for DRAM;...
Vincent Fernando, CFA
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418 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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371 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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412 Views
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bullish
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Taiwan Semiconductor (TSMC)
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24 Mar 2023 07:15
Taiwan Short Squeeze Ahead? Taiwan Market Significantly Lagging Philly SOX Index
We indentify US$1bn+ market cap stocks most under-held by institutions, as well as those who may be most at risk of a short squeeze.
Vincent Fernando, CFA
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512 Views
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