reports
Samsung Electronics: 1 director
A director at Samsung Electronics bought 10,000 shares at 50,600.000KRW and the significance rating of the trade was 89/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two yea...
- Sid Rajeev
Q3 Disappoints, But Consumer Demand Shifts to Affordable Competitors
This report provides an in-depth analysis of Zepp Health Corporation's (NYSE: ZEPP) Q3-2024 performance, highlighting a 4% QoQ revenue increase but a 49% YoY decline due to lower unit sales and product discontinuations. The report examines the launch of the T-Rex 3 smartwatch, supply chain constraints, and Zepp's competitive positioning in the global smartwatch market. It also discusses management's optimistic Q4 guidance, industry trends, and the valuation discrepancy between Zepp's market cap ...
- Pelham Smithers
PSA Technology / Semiconductors: Ishiba Unveils ¥10tril (US$65bil) Chi...
Prime Minister Shigeru Ishiba set out the first plan of his administration, which is to spend ¥10tril through FY30 further revitalizing Japan’s one-time globally dominant chip industry. The move comes after a ¥2tril package was announced last year and is seen as party of a ¥50tril private-public investment in Japanese chipmaking over the next decade. Pelham Smithers discusses beneficiaries.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
6146 DISCO CORPORATION
5425 TAIWAN SEMICONDUCTOR CO. LTD.
6723 RENESAS ELECTRONICS CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
4186 TOKYO OHKA KOGYO CO. LTD.
8035 TOKYO ELECTRON LTD.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
6526 SOCIONEXT INC
6526 JT SOCIONEXT (6526 JT)
ASUS Announces the ExpertBook P5, its First Copilot+ PC for Work, is N...
ASUS Announces the ExpertBook P5, its First Copilot+ PC for Work, is Now Available in Canada Experience AI-powered efficiency and robust security designed for modern achievers — now available in Canada, starting from CA$1,299 KEY POINTS First ASUS Copilot+ PC for work: Powered by up to the latest Intel® Core™ Ultra 7 processor (Series 2) to deliver up to 47 NPU TOPSAI-powered productivity and collaboration: ASUS AI ExpertMeet automates meeting minutes, translates subtitles, offers watermarks in conference callsASUS ExpertGuardian: Includes commercial-grade BIOS, Win...
- Pelham Smithers
PSA Technology: Read across to Chip Sector from Samsung Electronics' (...
Samsung’s poor performance comes after the strong numbers (and stronger-than-expected) guidance from Micron (MU US). It underscores the complicated nature of the chip sector in the AI chip era – something that was further outlined by the latest global chip market data. Pelham Smithers discusses.
- Pelham Smithers
- Pelham Smithers
- Pelham Smithers
PSA Technology / Semiconductors: Micron and the AI Bubble
Micron’s FY24 results are a reminder that the chip industry is still doing well. Pelham Smithers considers what is reflected in the shares price of the wafer fab equipment makers and highlights two Japanese plays that offer undemanding valuations.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
6146 DISCO CORPORATION
7735 SCREEN HOLDINGS CO. LTD
000660 LASERTEC CORP.
6920 ULVAC INC.
6728 ADVANTEST CORP.
6857 TOKYO ELECTRON LTD.
8035 ADVANCED MICRO DEVICES INC.
AMD APPLE INC.
AAPL 1LIFE HEALTHCARE
ONEM WOLFSPEED INC
WOLF 123FAHRSCHULE SE
123F SK HYNIX INC
660 SK HYNIX
ASUS Announces its Zenbook S 14 (UX5406) Powered by the New Intel® Cor...
ASUS Announces its Zenbook S 14 (UX5406) Powered by the New Intel® Core™ Ultra Processor (Series 2) is Now Available in Canada Now shipping in Canada, the slimmest 14" ASUS AI PC combines the power of AI with functional aesthetics and Ceraluminum™ technology KEY POINTS A blend of art and tech: Functional aesthetics, using Ceraluminum™ and CNC milling to craft a 1.1 cm ultrathin chassis with a distinctive geometric grille designZenbook does more: Up to latest AI-powered Intel® Core™ Ultra 7 processor (Series 2); Copilot key; enlarged 16:10 seamless touchpad with smart gesturesImpressive a...
- MarketLine Department
Japan Display Inc - Company Profile and SWOT Analysis
Summary Japan Display Inc - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Japan Display Inc (JDI) is an electrical and electronic manufacturing company. The company manufactures and sells small and medium-size displays and related products in Japan and other markets. Its pr...
ASUS Unveils Intel-Driven Copilot+ PCs at Always Incredible Media Day ...
ASUS Unveils Intel-Driven Copilot+ PCs at Always Incredible Media Day for IFA 2024 ASUS introduced AI-powered Zenbook, Vivobook, ExpertBook laptops, and NUC Mini PC with Intel Core Ultra processors (Series 2) for superior performance and portability KEY POINTS Next-gen AI PCs for all: New portfolio of ASUS Zenbook and Vivobook laptops offer the ultimate in portability, lightness, design, and AI performanceAI-powered work evolution: ASUS ExpertBook P series transforms work with advanced AI, boosting productivity and efficiency for small businessesCompact AI powerhouse: ASUS NUC 14 Pro...
ASUS Announces New Vivobook S 15 and ProArt PZ13 Copilot+ PCs Powered ...
ASUS Announces New Vivobook S 15 and ProArt PZ13 Copilot+ PCs Powered by Snapdragon X Plus Processor Groundbreaking ultraportable and creator-focused detachable are world's first laptops to leverage new Snapdragon X Plus processor, expanding AI power to a wider market TORONTO, Sept. 04, 2024 (GLOBE NEWSWIRE) -- ASUS, a global leader in innovative and user-centric computing solutions, is excited to announce the launch of its latest and Copilot+ PCs, powered by the newly-announced Snapdragon® X Plus eight-core processor1. These new devices mark a significant expansion of the ASUS Copi...
- William Nestuk
PSA Industrials / Capital Goods: Fujikura (5803 JT) Riding the AI Them...
Fujikura’s share price performance has been impressive, surging three-old YTD, boosted by AI-related data centre demand. Analyst William Nestuk reviews the FY24 Q1 performance, flags where there is upside but also notes capacity contraints.
- Pelham Smithers
ASUS Republic of Gamers Announces the ROG Zephyrus G16 (2024) GA605, N...
ASUS Republic of Gamers Announces the ROG Zephyrus G16 (2024) GA605, Now Available in Canada The new AMD Ryzen™ AI processor and NVIDIA® GeForce RTX™ 40 Series graphics brings new levels of AI-powered work and play to the Zephyrus gaming laptop family KEY POINTS Game-changing performance: Powerful AMD Ryzen™ AI 9 HX 370 processor and NVIDIA® GeForce RTX™ 4070 Laptop GPU in an ultra-sleek 1.49 cm chassisBuilt to go anywhere and do anything: Acclaimed thin-and-light design includes a 240 Hz OLED display, WiFi 7, and SD Express 7.0 support TORONTO, Aug. 21, 2024 (GLOBE NEWSWIRE) -- tod...
- Pierre FerraguÊ
- Pierre FerraguÊ
Bible 2Q24 – Memory: COGS up, inventories down, gross margins up. Cycl...
Today, we are publishing the Memory 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 Automotive, Cloud Infrastructure, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, Foundry, and Semicap Equipment. Industry gross m...
All-New ASUS ProArt PX13 and ProArt P16 Are Now Available in Canada
All-New ASUS ProArt PX13 and ProArt P16 Are Now Available in Canada Creativity Unbound, Anywhere: Any space becomes a personal studio with the versatile AI-powered 13" convertible ProArt PX13 and 16” powerhouse ProArt P16 KEY POINTS Create smarter: StoryCube and MuseTree AI apps for more streamlined creativity; dedicated Copilot key; ProArt Creator Hub and ASUS DialPadCreate faster: 50 TOPS AMD Ryzen™ AI 9 HX 370 processor and up to 321 TOPS GeForce RTX™ 4070 Laptop GPUCreate anywhere, ProArt PX13: 1.38 kg-light design for effortless on-the-go creativity, with versatile laptop, tent, ...
ASUS Announces Availability of the AI-Powered Zenbook S 16
ASUS Announces Availability of the AI-Powered Zenbook S 16 ASUS's slimmest and powerful 16-inch AI laptop combining the power of AI with functional aesthetics is now available in Canada for CA$2,199 KEY POINTS A fusion of art and technology: Functional aesthetics uses Ceraluminum™ and CNC milling to create 1.1 cm ultrathin chassis and unique geometric grille designZenbook does more: Latest AI-enabled AMD Ryzen™ CPU with advanced cooling; Copilot key; massive seamless 16:10 touchpad with smart gesturesImmersive audiovisuals: 16" 3K 120 Hz ASUS Lumina OLED display and unprecedented 6-spe...
The All-New ROG Ally X is Now Available in Canada
The All-New ROG Ally X is Now Available in Canada The highly anticipated gaming handheld is now available in Canada for CA$1,099, and raises the bar with numerous hardware improvements KEY POINTS More storage, faster RAM, longer battery life: 1 TB M.2 2280 SSD, 24 GB LPDDR5-7500 RAM, and 80 Wh battery stand ready for the latest gamesUpdated controls and connectivity: Improved joysticks and ergonomics allow for more precise control, while two USB-C® ports increase flexibilityImproved thermals all around: New fans push up to 24% more air through a third vent, while keeping the panel up to 6...
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