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INSIGHT PROVIDER
Andrew Lu
Asia and Global Semiconductor and Tech Research
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Location:
Taiwan
Joined:
26 May 2016
226
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Taiwan & China
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Information Technology
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Equity Bottom-Up
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bearish
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Intel Corp
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26 Apr 2024 08:43
Intel Is Shifting Focus to Products, Away from Manufacturing/Foundry; Worth to Follow?
Intel Is Shifting Focus to Products, Away from Manufacturing/Foundry; Three structural improvement check points to follow
Andrew Lu
862 Views
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bullish
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Tesla
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24 Apr 2024 08:37
Why Tesla Shows Post Results Rebound of over 10%?
Why Tesla Shows Post Results Rebound of over 10%? Tesla reports a 1Q24 sales with 4% miss but post market share price up more than 10% for 6 reasons.
Andrew Lu
1k Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Apr 2024 17:28
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
Andrew Lu
1.6k Views
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bullish
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Thematic (Sector/Industry)
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10 Apr 2024 19:19
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...
Andrew Lu
1k Views
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bearish
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Thematic (Sector/Industry)
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10 Apr 2024 07:16
Early Sign of AI GPU Market Inflection Point?
Early Sign of AI GPU Market Inflection Point? We see this lead time cut news short term positive but long term negative to AI GPU supply chain...
Andrew Lu
955 Views
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