Continued net loss in 2Q24, with marginal gross margin improvement. Server demand strong, but PC and mobile flat. Street may need to lower 2024E estimates. Near-term downside risk.
What is covered in the Full Insight:
Introduction
2Q24 Financial Performance
Sector Analysis: Servers, Mobile, PCs, and Consumer Electronics
Upcoming Catalysts and Production Expansion
Recommendation and Conclusion
SUMMARY
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