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Asrock Inc (3515 TT)
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6
Analysis
Information Technology
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Taiwan
Asrock Inc develops, designs and retails mother board.
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bearish
•
Thematic (Sector/Industry)
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02 Dec 2023 21:29
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...
Andrew Lu
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1.3k Views
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bearish
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Thematic (Sector/Industry)
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18 Mar 2022 11:11
More Evidences Show VGA Card Demand Is Weakening. Maintain Our Conservative View on VGA Card Market
After several years of robust growth on mining demand, we are likely to see the turning point for VGA cards in 1H22. We see more data points in...
Henry King
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477 Views
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bearish
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Gigabyte Technology
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03 Mar 2022 09:20
The Current Huge Gap of VGA Card Demand over Supply May Reverse in 2H22/2023
While Taiwanese VGA card makers reported record sales in January and NVIDIA reported record quarterly revenue for 4QFY22, the outlook of the VGA...
Henry King
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1.8k Views
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bullish
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Thematic (Sector/Industry)
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10 Dec 2023 11:03
Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales
Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales. More clear y/y improvement for 8/12" raw wafer, WiFi IC, GaAs RF/VCSEL, and memory...
Andrew Lu
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823 Views
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bearish
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Asrock Inc
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08 Oct 2021 13:02
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Syndicated
ASRock Inc. (3515 TT) 4Q21 Sales to Peak Again Raise FY21 Profit Forecast
ASRock’s short-term sales and share price are dragged down by work suspension in Vietnam. However, we expect evident sales recovery in Sep21, and...
Masterlink Securities
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263 Views
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