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ENTITY
Super Micro Computer (SMCI US)
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52
Analysis
Information Technology
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United States
Super Micro Computer, Inc. designs, develops, manufactures and sells server solutions based on modular and open-standard x86 architecture. The Company's products include servers, motherboards, chassis, and accessories.
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bullish
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Thematic (Sector/Industry)
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23 Nov 2023 12:40
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Broker
Technology (Hardware/Semi) - 23 Nov 2023
Nvidia released FY3Q24 results with quarterly revenue at US$18.1bn, up 34% QoQ and 206% YoY. GPM was 74.0%, up 3.9ppts QoQ. Net profit was...
CMB International
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bullish
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NVIDIA Corp
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17 Oct 2023 10:55
Taiwan AI Stock Shorts Vs. Nvidia: Nvidia Outperforms, Maintain Taiwan Short Basket
The Taiwan AI Short Basket underperformed Nvidia, the Taiwan TWSE Index, and our universe of Taiwan AI plays. We expect Nvidia revenue to grow at a...
Vincent Fernando, CFA
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593 Views
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bullish
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Infineon Technologies
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21 Aug 2023 02:29
Earnings: MCHP and IFX, SIMO Rumors, SMCI, POWI, GFS, COHR, WOLF, AMAT, CSCO
Analog inventory, Coherent's ghost guide, and whipsaw China read through. Infineon’s big news is that they, too, will be building one of the...
Fabricated Knowledge
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bullish
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Taiwan Semiconductor (TSMC)
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09 Aug 2023 21:50
Taiwan Tech Weekly: U.S. Announces New Bans on Investment into Chinese High Tech Industries
Also, Elan Microelectronics and ChipMOS reported strong results. The two companies represent two Longs to consider, we still see upside.
Vincent Fernando, CFA
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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20 Jul 2023 01:54
Taiwan Tech Weekly: TSMC Results Today; ASML Beats & Raises; AMD in Taiwan Sparking Rallies
TSMC will report its 2Q23 results today in the afternoon Taiwan time. Look for key readthroughs from the company in terms of robustness of the AI...
Vincent Fernando, CFA
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