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Tech Hardware and Semiconductor Research
Insights on Tech Hardware and Semiconductors
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bullish
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ASE Technology Holding
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25 Jul 2024 17:34
ASEH (3017.TT; ASX.US): Selective Products Have Hit Bottom While General Products Lag Behind.
Selective products have hit bottom while general products lag behind, with EMS and IC-ATM sales expected to grow in 3Q24, driven by strong AI demand.
Patrick Liao
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170 Views
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bearish
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Thematic (Sector/Industry)
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24 Jul 2024 06:51
Is the AI Boom Over?
Nvidia's slower Q2 growth guidance and shortages in GPU and HBM supply could lead to excess inventory and reduced orders from customers, causing...
Jim Handy
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305 Views
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bullish
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Silicon Motion Technology
•
23 Jul 2024 03:17
TechChain Insights: Call with Silicon Motion; QLC NAND Emerging as Key Enabler for AI Devices
Silicon Motion is leading the way in leveraging QLC NAND flash memory for AI applications, with a strong position for growth in the market.
Vincent Fernando, CFA
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214 Views
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bullish
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Thematic (Sector/Industry)
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22 Jul 2024 12:25
Earnings: TSMC, AEHR, ASML, VAT Group, Export Restrictions
The first week of earnings lends us confirmation bias, and additional fears of export restrictions. Let’s start with the actual earnings order,...
Fabricated Knowledge
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208 Views
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bearish
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Thematic (Sector/Industry)
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22 Jul 2024 08:09
Semiconductor Equipment Stocks: A Bounce Before the Reckoning
Reports of tighter US sanctions and Trump's comments about Taiwan have broken the momentum of SPE stocks. A bounce seems likely, but a scenario of...
Scott Foster
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208 Views
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