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Gigabyte Technology (2376 TT)
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126
Analysis
Information Technology
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Taiwan
Gigabyte Technology Co., Ltd. manufactures and markets computer motherboards and other peripheral products.
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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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486 Views
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bullish
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Thematic (Sector/Industry)
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10 Apr 2024 19:19
Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales
Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales; we might see AI server, WiFi/networking, and NAND vendors in US to beat 1Q24 but...
Andrew Lu
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1k Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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09 Apr 2024 18:22
Taiwan Tech Weekly: TSMC Wins Major U.S. Support; Nanya Results; UMC Rush Orders
TSMC receives $6.6bn from US CHIPS Act; also plans for 2nd Japanese fab; Nanya's results to shed light on DRAM post-earthquake; UMC sees rush...
Vincent Fernando, CFA
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411 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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25 Mar 2024 12:20
Taiwan Tech Weekly: Key Taiwan Server Names Soar; Raising TSMC Growth Target; Memory Rally
The market was generally positive after Nvidia's GTC conference last week with key Taiwan server and other AI-linked names rising substantially....
Vincent Fernando, CFA
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336 Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Mar 2024 02:14
Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand
Many Taiwanese companies participating at Nvidia's GTC conference this week. Local reports say Samsung to hike NAND flash prices by 20%. Also,...
Vincent Fernando, CFA
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422 Views
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