All Is Not Well in Tech Sector, AI Growth Slows, TSMC Expensive. Samsung, SK Hynix More Attractive.
Difficult juncture for Asia Tech. Consumer and Enterprise segments are flattish; stocks have underperformed. AI is the only growth driver, growth...
461 Views
Earnings Preview (Nvidia and Marvell)
It’s about to be primetime for the AI semiconductor trade, and for the first time in a long time (maybe ever), I wanted to write an earnings...
465 Views
Taiwan Tech Weekly: Taiwan Rebound Lagging Nvidia; Why TSMC's 'Foundry 2.0' Is Significant
Taiwan tech stocks rally but lag behind Nvidia; focus on upcoming results from Nvidia, Dell, and HP. TSMC's strategic shift to Foundry 2.0 is...
564 Views
Optics Earnings (FN, ANET, COHR, LITE, AAOI)
To make my content readable, this is an optics-only earnings update. I will discuss everything together and put together a high-level overview.
391 Views
Mediatek Seeing Massive Rebound in Mobile; Major AI Data Center Driver on the Horizon
Mediatek is enjoying strong growth in its mobile phone segment; with notable strength in high-end smartphones. The company could re-rate as its...
582 Views