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refin_tech_infrastructure / Equity
- TSMC 1Q24: Auto cycle hits; leading-edge demand remains strong. Buy, NT$920 Target Price. by New Street Research
- Mobileye pre 1Q24 model update by New Street Research
- What does TPUv5 tell us about competitive dynamics between ASICs and GPUs? by New Street Research
- Tesla 1Q24: How didn’t we see it coming? Bridging portfolio expansion ahead of Model 2. Buy, $245 by New Street Research
- Meta 2024 capex guide raised further, improving visibility on 2025. by New Street Research
- Mobileye 1Q24: inventory correction >70% complete, 3 additional OEMs in the SuperVision pipeline. Buy, $50. by New Street Research
- KLA 3FQ24: Gradual recovery on track, positive 2025 outlook. Maintain Buy, $820. by New Street Research
- Tesla portfolio expansion; cloud revenues and capex accelerating; time to buy auto semis; and much more. The Tech Weekly Wrap-up by New Street Research
- What if the EV slowdown were not a headwind on auto semi growth? by New Street Research
- 2025 outlook for datacenter AI, BEVs slow, Hybrids accelerate, AMD GPUs, and much more. The Weekly Wrap-Up. by New Street Research
- What do HBM manufacturers have to say about AI growth in 2025? by New Street Research
- Arista 1Q24: 2024 outlook raised. Strength on all fronts, in line with our thesis. Buy, $315 TP. by New Street Research
- CPUs in 1Q24: Node parity in notebooks leads to stable market shares. Intel not there yet in desktop & servers. by New Street Research
- SiC, Hybrid Bonding, Infineon, Uber, Arm, Arista. The Tech Weekly Wrap-up. by New Street Research
- Uber 1Q24: We see only strengths in the quarter & guide, Buy $100 TP by New Street Research
- Arm 4FQ24: Licensing saves the quarter, but Industrials & networking hit near term royalties by New Street Research
- Infineon: Microcontroller share gains help offset the cyclical slowdown this year by New Street Research
- Nvidia: Material guide up written on the wall? Buy, $1,100 TP. by New Street Research
- Cisco: Stabilization in the core. Slow recovery ahead by New Street Research
- AMAT 2FQ24: 2025 growth well reflected in expectations. Neutral, $220 TP. by New Street Research
- Chinese AI ramp, Nvidia preview, WFE recovery, Cisco stabilization, Arm XPU initiative, and more. The Tech Weekly Wrap-up by New Street Research
- Palo Alto Networks Post-3FQ24 Model Update by New Street Research
- KLA, LAM, AMAT, ASML, TEL model updates post 1Q24 by New Street Research
- Soitec 4FQ24: Strong secular and cyclical setup for 2025. Buy, €150 by New Street Research
- Bible 1Q24 – Hyperscale & Cloud: Capex keeps revising up, making room for more GPU growth & a CPU recovery. by New Street Research
- Nokia 1Q24: Sharp slowdown in mobile. Full year guide implies strong sequential recovery across the board.Neutral, €3.5 by New Street Research
- Chinese WFE imports down 17% in 1Q24. Our quick take. by New Street Research
- Tesla: How didn’t we see it coming? Bridging portfolio expansion ahead of Model 2. Buy, $245 by New Street Research
- SK Hynix 1Q24 – strong demand; limited supply growth. Cycle thesis playing out. by New Street Research
- Infineon: Near-term downside priced in. Attractively valued for the long-term. Buy €45 by New Street Research
- Intel 1Q24: server recovery delayed to 2H. Turnaround thesis still holds. Buy, $46 TP. by New Street Research
- Wolfspeed: who could buy? At what price? by New Street Research
- AMD 1Q24: Reaching critical mass in Datacenter GPU for 2025. It is good news to us… Buy, $200 TP by New Street Research
- Wolfspeed 3FQ24: Downcycle in industrials overshadows progress in Mohawk. Buy, $44 by New Street Research
- Infineon 2FQ24: Last major cut behind us. Our thesis is playing out. Buy, €45 TP by New Street Research
- Infineon 2FQ24: Autos slowing, in line with our thesis. Buy, €50 TP by New Street Research
- Uber 1Q24: We see only strengths in the quarter & guide by New Street Research
- Tokyo Electron 4FQ24: Recovery on track, but well reflected in expectations. by New Street Research
- SoftBank 4FQ23: Arm driving a close to $50bn gain. by New Street Research
- Tokyo Electron 4FQ24: Recovery on track, but well reflected in expectations. Neutral, ¥33,500 TP. by New Street Research
- Uber acquiring Delivery Hero’s Taiwan business. Our take by New Street Research
- Arm developing a datacenter XPU? Our thoughts. by New Street Research
- Bible 1Q24 - Smartphones: mixed signals on demand; iPhone decelerating. by New Street Research
- Grab 1Q24: Good momentum in mobility. Unit economics improve further. Buy, $5.3 by New Street Research
- Bible 1Q24 – Foundries: leading-edge strong; Trailing-edge correction playing out. by New Street Research
- Bible 1Q24 – Semicap: recovery on track, positive 2025 outlook in expectations already. by New Street Research
- Nvidia 1FQ25: 2025 shaping up even stronger, as we anticipated. Buy, $1,190 TP. by New Street Research
- Microsoft Build Conference. What did we learn? by New Street Research
- Nvidia beat and raise, AI networking, AI PCs, Industrial semi cycle, and more. The Tech Weekly Wrap-up by New Street Research
- Apple-OpenAI partnership: Our preliminary thoughts by New Street Research