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Lenovo (992 HK)
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535
Analysis
Information Technology
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China
Lenovo Group Limited, through its subsidiaries, sells, and manufactures personal computers and handheld devices. The Company also provides Internet services and IT services, and contracting manufacturing business.
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bullish
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Asustek Computer
•
14 May 2024 04:43
Asustek: Margin Beat, Guides More Upside; Qualcomm for AI PCs; Why Asus Confident in AI PC Up-Cycle
Asus beats earnings expectations by 46% in 1Q24, plans major AI PC launch event with Qualcomm processors, confident in PC upgrade cycle and future...
Vincent Fernando, CFA
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371 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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431 Views
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bullish
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Asustek Computer
•
09 Mar 2024 21:24
PC Monitor: Long Dell Vs. Short Acer Update; Dell & HPQ Results Indicate Opportunity in Asus
Dell has outperformed Acer and other Taiwan PC names. Positive results from Dell and HPQ remove risk of disappointment in upcoming results for...
Vincent Fernando, CFA
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465 Views
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bullish
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Micron Technology
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22 Jan 2024 09:00
Memory Monitor: Microsoft Copilot Will Supercharge Demand for DRAM; SK Hynix, Nanya Tech, Micron
Microsoft's new AI features for Windows require a minimum of 16GB of DRAM, prompting accelerated PC upgrades and a pulling forward of the demand...
Vincent Fernando, CFA
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493 Views
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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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338 Views
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