Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

PC Industry Monitor: Signs of Inventory Improvement at PC Industry's Leading Edge; Shares Diverged

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TSMC Analyst Call Take-Aways: Signs of Industry Stabilization & 2H23E Recovery

A Bull Investment Case for TSMC (Summary Version)

Equity Bottom-Up

<ul>
<li>Intel reported weak results at the end of last week, with its PC segment hit worst.</li>
<li>PC total addressable market to fall by 7.5% based on Intel's guidance.</li>
<li>Asus and Acer inventory levels show the problem impacting Intel, and for the industry as a whole right now.</li>
</ul>


Intel reported weak results at the end of last week, with its PC segment hit worst.
PC total addressable market to fall by 7.5% based on Intel's guidance.
Asus and Acer inventory levels show the problem impacting Intel, and for the industry as a whole right now.


Intel Results PC Readthrough: Inventory Correction to Get Worse in 1Q23E

Intel Corp

Intel Results PC Readthrough: Inventory Correction to Get Worse in 1Q23E