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- Bible 2Q23 – PCs: channel inventories slowly normalizing with weak demand, but the CPU correction is behind us. by New Street Research
- Bible 2Q23 – Cloud infrastructure: investments in A.I. skyrocket, weighing on other areas of spend. by New Street Research
- Arm IPO range of $50 – 54bn is attractive valuation – One-year target price $62bn by New Street Research
- Taking a step back on the iPhone ban in China and Huawei’s homegrown smartphone chip by New Street Research
- Arm coverage initiation: Dropping in on the wave. Buy, $59 Target Price by New Street Research
- Cisco to acquire Splunk. Our take. by New Street Research
- Generative AI – Use cases & infrastructure evolution: Updated thoughts on the back of our Big Idea Conference by New Street Research
- How did Intel lose 20pts of gross margin? How can they recover them, and how fast? by New Street Research
- Micron 4FQ23: Steady as she goes – Buy, $100 by New Street Research
- TSMC: $100bn in 2025? Who will buy all these wafers? by New Street Research
- Tesla pre 3Q23 model update by New Street Research
- Wolfspeed pre 1FQ24 model update by New Street Research
- Ericsson & Nokia: How much further pain ahead? by New Street Research
- Ericsson Model Update by New Street Research
- The latest in advanced packaging - takeaways, replay & preferred slides from our recent webinar by New Street Research
- Ericsson 3Q23: Weakness to persist in 2024? Remain on the sidelines. Neutral, 55 SEK. by New Street Research
- TSMC - Capex cuts, lower orders from large clients: Can revenues grow 20% next year? by New Street Research
- Tesla 3Q23: macro weighs on demand and margins; fundamentals remain. Lower target price to $300 by New Street Research
- Recovery underway in semis, but not in semicap; Telecom Equipment collapse; weak demand for Tesla. Tech Weekly Wrap-Up by New Street Research
- Does a China spending spree mask a collapse in global semicap equipment revenues? by New Street Research
- Microsoft & Google 3Q23: Public cloud growth is bottoming-out. by New Street Research
- Intel 3Q23: Turnaround progressing with 18A wins & gross margins recovering. Buy, $48 TP. by New Street Research
- Hyperscale capex shaping up in line with our thesis; Public cloud growth bottoming; server CPU weak but set to rebound; and more. Tech Weekly Wrap-up by New Street Research
- Aeva: suspension of coverage. by New Street Research
- Wolfspeed 1FQ24: ramp progressing. Buy $60. by New Street Research
- Nvidia: which clients drove most of the surge in datacenter revenues? by New Street Research
- Arm: Bringing it together ahead of the IPO by New Street Research
- Bible 2Q23: Enterprise IT – bottom approaching, increasingly positive comments on 2024. by New Street Research
- The Tech Infrastructure Quarterly Bible 2Q23 by New Street Research
- Next steps for Softbank: Buyback, investment in generative A.I… or both? Buy, ¥8,300 Target Price by New Street Research
- Tesla 3Q23 Delivery Preview: Factory shutdowns to drive material miss. by New Street Research
- Semi Cycle 3Q23 Update: late downcycle for diversified semis; memory rebounding by New Street Research
- Who can afford that many AI clusters? Part I by New Street Research
- Who can afford that many AI clusters? Part II by New Street Research
- Tesla 3Q23 Deliveries: Encouraging signs on demand by New Street Research
- Arm in FY25: syndicate nearly $1bn above us… How is it possible, what does that mean? Raising Target Price to $66 by New Street Research
- Wolfspeed: Getting the device business for free. Read-across from Coherent by New Street Research
- Consensus gets something wrong about memory. Expect major beats in the next few years. by New Street Research
- Ericsson 3Q23: Weakness to persist in 2024? Remain on the sidelines. by New Street Research
- Infineon - secular drivers, operating deleverage: what does the next pullback look like? by New Street Research
- ASML 3Q23 QT: 2024 guided flat as order momentum slows & China business is at risk. by New Street Research
- TSMC 3Q23: positive outlook on 2024 as inventory adjustments near completion. by New Street Research
- Nokia 3Q23 QT: Sharp slowdown, resilient gross margins by New Street Research
- AMD pre-3Q23 Model Update by New Street Research
- ASML 3Q23: 2024 guided flat as order momentum slows & China business is at risk. Neutral, €680. by New Street Research
- Google & Microsoft pave the way for 25%+ growth in cloud capex next year by New Street Research
- Mobileye 3Q23: SuperVision rolling out and gaining further traction, despite slower volume ramp. Buy, $59. by New Street Research
- Onsemi & western OEMs: the auto correction is materializing and likely to hit hard by New Street Research
- Arista 3Q23: Enterprise strong, cloud slowing healthily, AI spine opportunity ahead. Buy, $230 TP. by New Street Research
- AMD 3Q23: correction in Console & Embedded; Strong datacenter GPUs momentum. Neutral, $100 TP. by New Street Research