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Quanta Computer (2382 TT)
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279
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Information Technology
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Taiwan
Quanta Computer Inc. manufactures and markets notebook computers and related peripheral equipment.
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bearish
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Lenovo
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11 Oct 2024 18:53
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%...
Nicolas Baratte
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546 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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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...
Vincent Fernando, CFA
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477 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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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.
Vincent Fernando, CFA
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452 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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10 Jul 2024 20:05
Taiwan Tech Weekly: TSMC Sales Beat High Expectations; Wiwynn GDR Offering; IPhone 17 to Use 2nm
TSMC's strong June sales exceed expectations, Apple to use TSMC's 2nm node for iPhone 17 next year. Wiwynn's US$1.45bn dilutive offering shows...
Vincent Fernando, CFA
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443 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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08 May 2024 01:40
Taiwan Tech Weekly: Hon Hai New All-Time Highs; Asustek Soars; Leading Chip Testing Firm Exits China
Taiwan tech gains alongside global tech, with Hon Hai and Asustek leading. MSFT's next CoPilot expected to drive AI PC upgrades. ASMedia GDR shows...
Vincent Fernando, CFA
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467 Views
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