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bullish
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Mediatek Inc
•
02 May 2024 22:04
Key Insights from Qualcomm's Latest Data; Mediatek Taking Market Share?
We deep dive into Qualcomm's latest results and the key take-aways relative to Mediatek. Overall, we find the latest QCOM results as positive for...
Vincent Fernando, CFA
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96 Views
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bullish
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Asustek Computer
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30 Apr 2024 23:21
PC Monitor: The Next Version of MSFT CoPilot Will Be the Killer App for a Global AI PC Upgrade Cycle
CoPilot, as an edge AI app, will drive a global PC upgrade cycle with its next-gen version requiring advanced hardware.
Vincent Fernando, CFA
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287 Views
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bullish
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Vanguard Intl Semiconductor
•
30 Apr 2024 21:40
Vanguard (5347.TT): 1Q24 Sales Did Reach the Bottom, and 2Q24F Rebounds ~15% QoQ in Sales.
1Q24 sales reached 96% of 4Q23, the recent low of sales. Demand is gradually picking up in 2Q24F, but inventory adjustments for industrial and...
Patrick Liao
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247 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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30 Apr 2024 19:34
Deep Dive Into Samsung's Memory & Foundry Results: TSMC, AI PC, Server, AI Phone Implications
Foundry segment's losses reduced, but still loss-making. Samsung's order backlog is at an all-time high but Samsung Foundry results suggest...
Vincent Fernando, CFA
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257 Views
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bullish
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Mediatek Inc
•
30 Apr 2024 16:19
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Syndicated
Tech Supply Chain Tracker (30-Apr-2024): AI server cooling: liquid & air solutions
AI server cooling with liquid & air solutions, India's new chip incentive package, Apple's Southeast Asia supply chain growth, MediaTek aims for...
Tech Supply Chain Tracker
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219 Views
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