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Quanta Computer

Quanta Computer (2382 TT)

279
Analysis
Information TechnologyTaiwan
Quanta Computer Inc. manufactures and markets notebook computers and related peripheral equipment.
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31 Mar 2024 03:16

Semiconductor Real Time Indicators Update

Tracking monthly revenues of Taiwan semiconductor companies helps us identify key trends mid-quarter. Initially we tracked the MoM revenue changes....

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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,...

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bullishNVIDIA Corp
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...

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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....

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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...

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Andrew Lu
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