We publish today our comprehensive quarterly bible: 224 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
Today we are publishing the first edition of our Monthly Taiwan sales recap. This is a part of our new product offering here at New Street Research: "Asia Tech: Navigating The Noise." Taiwan monthly sales in August 2024 were up 22% YoY, driven by names exposed to AI/CoWoS. Names related to PC (ex GPU), Autos, Smartphones, and OSATs remain weak.
Today, we are publishing the PCs section of our 24th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Enterprise IT, and Ride sharing & Delivery. PC shipments again grew modestly. The supply chain wants to believe in an AI driven refresh cycle, but we see no evide...
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