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...
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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...
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Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand
Many Taiwanese companies participating at Nvidia's GTC conference this week. Local reports say Samsung to hike NAND flash prices by 20%. Also,...
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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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Taiwan Tech Weekly: Nvidia Results Today; Taiwan Market Surged But Why It Might Be Still Underowned
NVIDIA Corp (NVDA US) will report today U.S. time with its analyst call at 14:00 PDT, we are maintaining our Short basket of Taiwan AI names vs....
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