Taiwan Tech Weekly: Taiwan AI Top Losers; Dell to Provide PC/Server Color; Post-3Q Results Takeaways
Nanya and Yageo have been top gainers recently with Yageo achieving new 52-week highs; We rate the stocks as Outperform and Structural Long...
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Taiwan Tech Weekly: AI Names Rally But Nvidia Long/Short Still Working; Hon Hai & Asustek Take-Aways
Also how Asustek plans to take the lead globally in AI PCs; Gaming PCs will be the first key battleground. MSI could be an interesting play on...
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Himax Vs. Novatek Long/Short: Display Industry Inventory Normalized, Growth Expected for 2024E
Both companies showed a continued decline in inventory levels. Himax is trading at one of the cheapest levels relative to Novatek in history. We...
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Taiwan Tech Weekly: Positive Signs for Memory, PC, Smartphones; Key Autos & Display Color This Week
Last week global heavyweights AMD, Samsung, and Qualcomm delivered good news, including for the Memory, PC, and Smartphone industries. Taiwan...
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TSMC Results Highlight PC, Smartphone, Auto Turn-Arounds; Undemanding Valuation Can Drive 40% Upside
TSMC maintained its expectation of a 15-20% earnings CAGR through 2026E. It also reiterated its view that it can maintain its gross margin near all...
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