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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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bearishIntel Corp
26 Apr 2024 08:43

Intel Is Shifting Focus to Products, Away from Manufacturing/Foundry; Worth to Follow?

Intel Is Shifting Focus to Products, Away from Manufacturing/Foundry; Three structural improvement check points to follow

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bullishTesla
24 Apr 2024 08:37

Why Tesla Shows Post Results Rebound of over 10%?

Why Tesla Shows Post Results Rebound of over 10%? Tesla reports a 1Q24 sales with 4% miss but post market share price up more than 10% for 6 reasons.

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18 Apr 2024 17:28

What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?

What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...

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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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