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Henry King

Henry King
Taiwan Tech Focused Asia L/S Analyst

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Taiwan Information Technology & Industrials Thematic (Sector/Industry) Equity Bottom-Up
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18 Mar 2022 11:11

More Evidences Show VGA Card Demand Is Weakening. Maintain Our Conservative View on VGA Card Market

After several years of robust growth on mining demand, we are likely to see the turning point for VGA cards in 1H22. We see more data points in...

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03 Mar 2022 09:20

The Current Huge Gap of VGA Card Demand over Supply May Reverse in 2H22/2023

While Taiwanese VGA card makers reported record sales in January and NVIDIA reported record quarterly revenue for 4QFY22, the outlook of the VGA...

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