ENTITY
Quanta Computer

Quanta Computer (2382 TT)

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Analysis
Information TechnologyTaiwan
Quanta Computer Inc. manufactures and markets notebook computers and related peripheral equipment.
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17 Aug 2024 10:51

ASPEED's 159% July Revenue YoY Growth Bodes Well For H224 AI Server Shipments

ASPEED's July revenue NTD 601 million,  up 159% YoY. YTD revenue NTD 2,970 million, is up 88% YoY. Bodes well for H224 server shipments & NVIDIA's...

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bearishNVIDIA Corp
22 Feb 2024 09:19

From Nvidia Results to See Supply Chain Stories?

From Nvidia Results to See Supply Chain Stories? Post 35% price gain in a quarter, many good news  already factored into the share price. We...

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Andrew Lu
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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...

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Andrew Lu
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22 Aug 2024 01:21

Taiwan Tech Weekly: Taiwan Rebound Lagging Nvidia; Why TSMC's 'Foundry 2.0' Is Significant

​Taiwan tech stocks rally but lag behind Nvidia; focus on upcoming results from Nvidia, Dell, and HP. TSMC's strategic shift to Foundry 2.0 is...

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28 Jul 2024 18:44

Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings

A recap of last week's gainers and losers plus key events to watch out for this week and recently published research pieces.

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