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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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Thematic (Sector/Industry)
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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....
William Keating
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495 Views
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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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500 Views
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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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538 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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527 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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