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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
17 May 2024 01:24
Taiwan Tech Weekly: All Eyes on Nvidia Results Next Week; Microsoft Copilot Edge AI To Be Showcased?
Taiwan's earnings season is wrapping up but one of the most important companies for the market, Nvidia, is set to release results next week.
Vincent Fernando, CFA
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128 Views
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bullish
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Hon Hai Precision Industry
•
15 May 2024 07:59
Hon Hai: Traditional Server Market Now Adding to AI Growth; Expects Market Share Gains in 2024E
Hon Hai anticipates significant growth in 2024E, especially in AI server market despite material shortages. Traditional server market rebounding,...
Vincent Fernando, CFA
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176 Views
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bullish
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ASE Technology Holding
•
14 May 2024 05:01
•
Syndicated
Tech Supply Chain Tracker (14-May-2024): ASE to speed up 2H24 sales growth.
ASE boosting sales, Introspect CEO's GDDR7 memory test system, Taiwan's space dreams hindered, N Chandrasekaran chair of Tata Electronics, Indian...
Tech Supply Chain Tracker
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231 Views
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bullish
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Asustek Computer
•
14 May 2024 04:43
Asustek: Margin Beat, Guides More Upside; Qualcomm for AI PCs; Why Asus Confident in AI PC Up-Cycle
Asus beats earnings expectations by 46% in 1Q24, plans major AI PC launch event with Qualcomm processors, confident in PC upgrade cycle and future...
Vincent Fernando, CFA
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260 Views
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bullish
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FIT Hon Teng
•
13 May 2024 21:46
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Broker
FIT Hon Teng (6088 HK) - 1Q24 in Line
Reiterate BUY with a new TP of HK$2.40 based on same 11x FY24E P/E. Catalysts include AirPods shipments and AI server product updates
CMB International
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144 Views
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