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ENTITY
SMARTSCORE: 3.8/5
Quanta Computer (2382 TT)
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Taiwan
Quanta Computer Inc. manufactures and markets notebook computers and related peripheral equipment.
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bullish
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Taiwan Semiconductor (TSMC)
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17 Mar 2024 18:14
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,...
Vincent Fernando, CFA
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bullish
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NVIDIA Corp
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23 Nov 2023 01:04
Nvidia Still Cheap: Enterprise AI Next Driver to Kick-In; Adjusting Our Taiwan AI Plays Short Hedge
Short a basket of Taiwan AI concept stocks vs. a core Nvidia Long position rather than take profits in Nvidia. We have swapped one stock in our...
Vincent Fernando, CFA
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545 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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21 Nov 2023 13:48
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....
Vincent Fernando, CFA
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531 Views
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bullish
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Gigabyte Technology
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11 Nov 2023 12:22
What Early Indicators from the Reported Oct 23 Taiwan Semi Sales
What Early Indicators from the Reported Oct 23 Taiwan Semi Sales? PC/server, PMIC, CMOS sensor/touch controller, GaAs RF, gaming GPU card, memory...
Andrew Lu
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1.2k Views
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bearish
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Taiwan Semiconductor (TSMC) - ADR
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18 Oct 2023 01:46
U.S. Expands China Chip Restrictions: Taiwan AI Names Most at Risk of Pullback
Intel and AMD chips likely also impacted, as well as equipment from ASML, Lam, Applied Materials, Tokyo Electron and others. Rather than sell...
Vincent Fernando, CFA
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