Primer: Aspeed Technology (5274 TT) - Apr 2026
Aspeed Technology is the dominant global leader in the Baseboard Management Controller (BMC) SoC market, with an estimated 70% market share....
144 Views
What to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025?
Names to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025? Different from consensus, we expect non AI server market...
1.7k Views
Semiconductor Real Time Indicators Update
Tracking monthly revenues of Taiwan semiconductor companies helps us identify key trends mid-quarter. Initially we tracked the MoM revenue changes....
638 Views
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid; Weaknesses to be seen in industrial, general non-AI server semi,...
1.2k Views
Semiconductor Events Deserving Your Attention @9/9/23
August revenue numbers for TSMC, ASPEED, MediaTek and Nanya all showing MoM increases but YoY comp are still terrible for most. Semi sales for July...
566 Views