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Andrew Lu

Andrew Lu
Asia and Global Semiconductor and Tech Research

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Taiwan & China Information Technology Equity Bottom-Up
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10 Apr 2024 19:19

Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales

Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales; we might see AI server, WiFi/networking, and NAND vendors in US to beat 1Q24 but...

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10 Apr 2024 07:16

Early Sign of AI GPU Market Inflection Point?

Early Sign of AI GPU Market Inflection Point? We see this lead time cut news short term positive but long term negative to AI GPU supply chain...

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21 Mar 2024 06:57

The First Semi-Micron to Guide 2Q24; All Good News Except MOI

The First Semi-Micron to Guide 2Q24; All Good News Except MOI; AI server, PC, and smartphone driving DRAM bit demand and HBM3e/HBM4 and 1-gamma EUV...

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bearishNVIDIA Corp
22 Feb 2024 09:19

From Nvidia Results to See Supply Chain Stories?

From Nvidia Results to See Supply Chain Stories? Post 35% price gain in a quarter, many good news  already factored into the share price. We...

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02 Feb 2024 09:09

From the Bellwether to a Lagging Indicator- Why Does Microchip Guide the Worst Among All?

From the Bellwether to a Lagging Indicator- Why Does Microchip Guide the Worst Among All? For next six months, we like both Intel and Qualcomm more...

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