Tech Supply Chain Tracker (12-Oct-2024): Azure leads in Nvidia's GB200 AI chips, fueling cloud innovation.
Microsoft Azure partners with Nvidia for cloud innovation using GB200 AI server chips, Hong Kong tech fairs to feature 6,000+ exhibitors, Middle...
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Earning excess returns in commodities
Say that we have an industry selling a commodity and we want to figure out how above average returns can be generated. Our starting point is almost...
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Nanya Technology (2408 TT, NEUTRAL, NTD63.70)
We maintain NEUTRAL on DRAM price corrections. As economies have reopened and caused lower expected demand for consumer PCs and Chromebooks,...
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Nanya Technology (2408 TT, NEUTRAL, NTD61.40)
Product prices may fall soon; downgrade to NEUTRAL. Nanya’s FY21 EPS is estimated at NTD6.78.. As the spot market has weakened recently, it may...
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