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Quanta Computer (2382 TT)
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181
Analysis
Information Technology
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Taiwan
Quanta Computer Inc. manufactures and markets notebook computers and related peripheral equipment.
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bullish
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Gigabyte Technology
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11 Nov 2023 20:22
What Early Indicators from the Reported Oct 23 Taiwan Semi Sales
What Early Indicators from the Reported Oct 23 Taiwan Semi Sales? PC/server, PMIC, CMOS sensor/touch controller, GaAs RF, gaming GPU card, memory...
Andrew Lu
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1k Views
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bearish
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Taiwan Semiconductor (TSMC) - ADR
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18 Oct 2023 09:46
U.S. Expands China Chip Restrictions: Taiwan AI Names Most at Risk of Pullback
Intel and AMD chips likely also impacted, as well as equipment from ASML, Lam, Applied Materials, Tokyo Electron and others. Rather than sell...
Vincent Fernando, CFA
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447 Views
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bullish
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NVIDIA Corp
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30 Sep 2023 21:40
Taiwan AI Supply Chain Names: Four AI Plays to Short as Hedge Vs. An Nvidia Long
Taiwan's AI supply chain names have fallen over the last month, yet many have still outperformed Nvidia by a wide margin over the last six months.
Vincent Fernando, CFA
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596 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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23 Aug 2023 12:26
Taiwan Tech Weekly: Key Supply Chain Names to Watch for Nvidia's Earnings Today
Also -- TSMC has maintained its full-year revenue guidance and Hon Hai is said to produce over 50% of Nvidia's AI hardware.
Vincent Fernando, CFA
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1k Views
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bullish
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NVIDIA Corp
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28 May 2023 10:18
NVIDIA. Yikes! Have We Missed The Boat?
Q1’23 revenues of $7.19 billion, -13% YoY but up +19% QoQ. Q2'23 outlook @ $11 billion, a ~55% QoQ increase. NVIDIA may be the gold rush, but picks...
William Keating
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