Multiple Positive Catalysts Ahead Of Q124 Earnings Season

288 Views16 Apr 2024 10:39
PC, Smartphone Unit shipments both registering YoY growth in Q124. TSMC will beat guidance. Samsung sees strength in memory, smartphone shipments. Server unit shipments up ~17% YoY. Wow!
What is covered in the Full Insight:
  • TSMC Q1 Results
  • Q124 PC Unit Shipments
  • Q124 Smartphone Unit Shipments
  • Samsungs Pre Earnings Report
  • Memory and Server Outlook
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Top Quartile
William Keating
Semiconductor & Technology Specialist
Information TechnologyEquitiesThematic (Sector/Industry)