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Tech Hardware and Semiconductor Research
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Tech Hardware and Semiconductor Research
Insights on Tech Hardware and Semiconductors
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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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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68 Views
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bullish
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Thematic (Sector/Industry)
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16 May 2024 16:10
Semiconductor Memory. Profits Return & Tailwinds Mount On Surging (& Very Similar) ASP Increases
Q124 DRAM revenue $18.2 billion, up 6% QoQ and up 88% YoY. NAND revenue $14.1 billion, up 23.4% QoQ and 68.8% YoY. Q124 ASP increases for Micron,...
William Keating
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111 Views
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bullish
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Silergy Corp
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15 May 2024 17:20
Silergy (6415.TT): Rebounding from the Bottom in 1Q24, It Will Witness Normal Orders Since 2Q24.
General Motors sees strong financial performance in Q1 2024, with inventory levels returning to normal and expected growth throughout the year...
Patrick Liao
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126 Views
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bullish
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Hon Hai Precision Industry
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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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174 Views
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bearish
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Intel Corp
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14 May 2024 14:27
Intel's Foundry Chief Runs For The Hills
Intel foundry gets a new chief, its third in as many years. The speed of the transition suggests that this was not a long & carefully planned out...
William Keating
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225 Views
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