Earnings Preview (Nvidia and Marvell)
It’s about to be primetime for the AI semiconductor trade, and for the first time in a long time (maybe ever), I wanted to write an earnings...
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Taiwan Tech Weekly: Taiwan Rebound Lagging Nvidia; Why TSMC's 'Foundry 2.0' Is Significant
Taiwan tech stocks rally but lag behind Nvidia; focus on upcoming results from Nvidia, Dell, and HP. TSMC's strategic shift to Foundry 2.0 is...
367 Views
Optics Earnings (FN, ANET, COHR, LITE, AAOI)
To make my content readable, this is an optics-only earnings update. I will discuss everything together and put together a high-level overview.
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Mediatek Seeing Massive Rebound in Mobile; Major AI Data Center Driver on the Horizon
Mediatek is enjoying strong growth in its mobile phone segment; with notable strength in high-end smartphones. The company could re-rate as its...
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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...
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