ENTITY
Asustek Computer

Asustek Computer (2357 TT)

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Information TechnologyTaiwan
Asustek Computer Inc. manufactures and markets computer motherboards, interface cards, notebook computers, and other related products.
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30 Jun 2024 22:58

PC Monitor: Growth Expectations Have Increased Recently; HPE Signals Enterprise AI Acceleration

​PC & Server Solution share prices have dipped from recent highs, however forward growth expectations have increased over the last month and...

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30 Apr 2024 23:21

PC Monitor: The Next Version of MSFT CoPilot Will Be the Killer App for a Global AI PC Upgrade Cycle

​CoPilot, as an edge AI app, will drive a global PC upgrade cycle with its next-gen version requiring advanced hardware.

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14 May 2024 04:43

Asustek: Margin Beat, Guides More Upside; Qualcomm for AI PCs; Why Asus Confident in AI PC Up-Cycle

​Asus beats earnings expectations by 46% in 1Q24, plans major AI PC launch event with Qualcomm processors, confident in PC upgrade cycle and future...

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09 Mar 2024 21:24

PC Monitor: Long Dell Vs. Short Acer Update; Dell & HPQ Results Indicate Opportunity in Asus

​Dell has outperformed Acer and other Taiwan PC names. Positive results from Dell and HPQ remove risk of disappointment in upcoming results for...

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22 Sep 2021 23:37

AsusTeK: Too Early to Worry About the PC Cycle Peak

We think the PC cycle has around 1.5-2.0 years to run before going into a down turn, and Asus has handled the supply shortage rather well through...

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