Henry King

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bearish•Thematic (Sector/Industry)

•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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bearish•Gigabyte Technology

•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...

Henry King has near 30 years working experience in financial and high tech research industries. He was the managing director, acting as the co-director of the Pan-Asia technology team and the head of Taiwan research in Goldman Sachs Asia. Prior to joining Goldman Sachs, Henry also worked at Credit Suisse and Indosuez WI Carr as the senior analyst focusing on tech industry. He was also the head of Research at IDC Taiwan with expertise on tech industry from 1998 to 2000. Henry was the star analyst in Goldman Sachs Asia and ranked as the No. 1 technology/hardware analyst in Institutional Investor, Alpha, Asiamoney and Thomson Reuters Extel Survey from 2007-2012.