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refin_tech_infrastructure / Equity
- Silicon carbide at Tesla: reducing content by 75% or increasing the addressable market? by New Street Research
- Tesla CMD, A.I. driving semiconductor growth, PC correction bottoming out. Tech Weekly Wrap-Up March 3rd. by New Street Research
- Bible 4Q22: Enterprise IT – legacy spending remains under pressure; next-gen decelerates further. by New Street Research
- Bible 4Q22: Leading Edge manufacturing & Semicap: Visibility on a recovery emerging already. by New Street Research
- Bible 4Q22: Service Provider Infrastructure – Telecom Equipment market entering a multi-year period of decline by New Street Research
- Tesla 1Q23 delivery preview: price cuts are paying off. by New Street Research
- SoftBank: How could the ARM IPO affect the stock? Buy, ¥7,200 by New Street Research
- Soitec: Take-aways from our visit of the SmartSiC fab by New Street Research
- Intel DCAI webinar: our 3 takeaways. by New Street Research
- Tesla 1Q23 Deliveries: Record quarter, although in the low end of our range and very low S&X deliveries by New Street Research
- What drives Hyperscale capex going forward? A deep dive in the economics of Cloud by New Street Research
- Micron: The recovery is here; raising Target Price to $100 by New Street Research
- Is Memory a good way to play the ramp of A.I. clusters and Hyperscale Capex? by New Street Research
- Palo Alto cutting prices? Our take. by New Street Research
- Tesla’s Master Plan 3: implications for power semis by New Street Research
- ASML 1Q23: slowing order momentum, but resilient in the downturn. by New Street Research
- Nokia 1Q23: India driving revenue growth and margin weakness in mobile. Strength in fixed continues. by New Street Research
- Nokia 1Q23: India driving revenue growth and margin weakness in mobile. Strength in fixed continues. by New Street Research
- The recession is materializing: weakness across semis, automotive, telecom equipment and Enterprise IT. Tech Weekly Wrap-Up by New Street Research
- Microsoft & Google 1Q23: Our updated perspective on public cloud. by New Street Research
- SK Hynix & Samsung 1Q23: Memory industry bottoming by New Street Research
- Intel 1Q23: Past the bottom? Could the next 3 years be a string of positive developments from here? Buy, $42 TP. by New Street Research
- Grab: ticking all the boxes in Southeast Asia: mobility, delivery, and super-app leader. Coverage Initiation by New Street Research
- Uber 1Q23: Delivering on all fronts. Top pick for 2023 by New Street Research
- Infineon 2FQ23: defying the broader correction. Buy, €50 TP. by New Street Research