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Micro Star International (2377 TT)
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77
Analysis
Information Technology
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Taiwan
Micro-Star International Co., Ltd. manufactures and markets motherboards and video graphic accelerate (VGA) cards. The Company exports its products to Europe, North America, and other Asian countries.
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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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Thematic (Sector/Industry)
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22 Aug 2022 08:23
Taiwan Tech: Who's Ahead of the Inventory Cycle?
We look at where Taiwan tech sits in the cycle and which companies appear better or worse placed to weather the coming inventory correction.
Vincent Fernando, CFA
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245 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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11 Jun 2024 23:41
Taiwan Tech Weekly: Apple Unveils New AI Capabilities at WDC; PC Makers Feel the Love from Chip CEOs
Apple's new AI features at WDC lead to record high shares; major Computex exhibitors see share prices drop despite strong presence; chip companies...
Vincent Fernando, CFA
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340 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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26 May 2024 18:25
Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead
TSMC provides industry guidance for 2024E, more detail on Nvidia and Mediatek developing AI PC chip to rival Qualcomm and Intel, Samsung's HBM...
Vincent Fernando, CFA
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444 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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10 Mar 2024 18:14
Taiwan Tech Weekly: TSMC Surge Leads Taiwan Stocks Higher; Advanced Chip Packaging in Focus
TSMC and Mediatek see significant stock gains, with TSMC ramping advanced packaging capacity and the iPhone 16 is on schedule. Dell and HPQ...
Vincent Fernando, CFA
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444 Views
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