Sign in with Google. Opens in new tab
ENTITY
Quanta Computer

Quanta Computer (2382 TT)

277
Analysis
Information TechnologyTaiwan
Quanta Computer Inc. manufactures and markets notebook computers and related peripheral equipment.
more
bullishNVIDIA Corp
20 Nov 2024 23:45

Nvidia: Maybe a Few Short-Term Concerns but Blackwell Looks like a Step Function Upwards

​Nvidia beats 3Q25 guidance. 4Q25: Blackwell revenue several billions. Blackwell is the product driving revenues up by a step function higher. The...

Logo
381 Views
Share
bearishNVIDIA Corp
22 Feb 2024 01:19

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...

Logo
Andrew Lu
1.8k Views
Share
02 Dec 2023 13:29

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...

Logo
Andrew Lu
1.4k Views
Share
bearishLenovo
11 Oct 2024 10:53

3Q24 PC Shipments Are Flat YoY. Lenovo, Acer, Asus. Compal, Quanta, Wistron.

3Q24 PC shipments are flat YoY. The great recovery or AI replacement cycle aren’t happening (for now). IDC reported 3Q24 PC shipments declining -2%...

Logo
543 Views
Share
21 Aug 2024 17:21

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...

Logo
476 Views
Share
x