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SMARTSCORE: 3.4/5
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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Apollo Global Management
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20 Nov 2024 10:27
Quiddity Leaderboard S&P 500 Dec 24: APP, APO, and TPL May Be ADDs, Watch SP600 DELs
The S&P500/400/600 Dec24 review will be announced in just over 10 days. There is an intra-review change in SP600 first, and perhaps a few more in...
Travis Lundy
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464 Views
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bullish
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Taiwan Semiconductor (TSMC)
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17 Nov 2024 09:53
Tech News This Week: TSMC, Samsung, Amazon / Nvidia, Super Micro, Smartphone ASP Increasing, AI PC
TSMC faces export restrictions to China. Korea offers subsidies to chipmakers, but faces labor issue. Amazon ramps up AI chip production. Chip...
Nicolas Baratte
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919 Views
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bullish
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Thematic (Sector/Industry)
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23 Oct 2024 22:26
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Broker
Technology - ODM/Brands Driven by H200/GB200 AI Server Ramp and General Sever Recovery
Major global server brands/ODMs delivered strong 2Q/3Q24 sales and guided server revenue momentum will continue into 2H24E thanks to robust AI...
CMB International
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248 Views
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bullish
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Monolithic Power Systems, Inc
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26 Sep 2024 14:25
Nasdaq-100 December 2024 Forecasts: Monolithic Power & AppLovin It; Dollar Tree Needs Watering
MPWR and APP are the top candidates for inclusion with an average forecasted demand at nearly $2bn and 3.5 ADV, while DLTR and ILMN face a high...
Dimitris Ioannidis
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422 Views
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bullish
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Thematic (Sector/Industry)
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04 Sep 2024 04:59
Hotchips Conference Sparknotes
Hot Chips this year was primarily about AI chips (per the theme of every semiconductor conference as of late). The most impactful presentation by...
Fabricated Knowledge
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