Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Thematic (Sector/Industry)

<ul>
<li>Nvidia guidance shook semiconductor stocks last week and remains an overhang this week.</li>
<li>Nvidia's outlook for its different segments may highlight longer-term industry trends, a major shift is coming in terms of semiconductor end-demand growth.</li>
<li>The latest chip prices for DRAM and SPOT are weak, but company margins and balance sheets are very strong going into the latest downturn.</li>
</ul>


Nvidia guidance shook semiconductor stocks last week and remains an overhang this week.
Nvidia's outlook for its different segments may highlight longer-term industry trends, a major shift is coming in terms of semiconductor end-demand growth.
The latest chip prices for DRAM and SPOT are weak, but company margins and balance sheets are very strong going into the latest downturn.


Taiwan Tech Weekly: Nvidia Spooking the Market, Look to Auto Demand Growth

<ul>
<li>In this first Taiwan Tech weekly roundup, we examine: Key stock performers both before and after Nancy Pelosi’s visit.</li>
<li>The relationship between analyst coverage and market cap for Taiwan tech stocks - At what size does analyst coverage expand dramatically?</li>
<li>A screen for significantly-sized Taiwan stocks that have zero analyst coverage - Are these dead stocks or diamonds in the rough?</li>
</ul>


In this first Taiwan Tech weekly roundup, we examine: Key stock performers both before and after Nancy Pelosi’s visit.
The relationship between analyst coverage and market cap for Taiwan tech stocks - At what size does analyst coverage expand dramatically?
A screen for significantly-sized Taiwan stocks that have zero analyst coverage - Are these dead stocks or diamonds in the rough?


Our First Taiwan Tech Weekly - “Pelosi Ex Post”

Taiwan

Posiflex Technology Inc. designs and manufactures point of sale (POS) terminals and peripherals.

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Posiflex Technology (8114 TT)

Taiwan Tech Weekly: Nvidia Spooking the Market, Look to Auto Demand Growth

Nvidia guidance shook semiconductor stocks last week and remains an overhang this week. We also show how Automotive will become the single largest...

Vincent Fernando, CFA

Our First Taiwan Tech Weekly - “Pelosi Ex Post”

In our first Taiwan weekly roundup, we examine key stock performers before and after Nancy Pelosi’s visit and identify the market cap at which...

Vincent Fernando, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)