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Pierre FerraguÊ
  • Pierre FerraguÊ

Anticipating the memory supply-demand balance of 2026, on a single sli...

In our Micron initiation in 2022, we introduced a unique framework to track memory supply and demand, based on COGS and PPE. In today’s one-slider, we update our view on memory supply-demand balance for 2026.

Pierre FerraguÊ
  • Pierre FerraguÊ

Where is the cost of HBM going ? A perspective on a single slide

We publish today a single slide on how we expect the cost and price of HBM to evolve in the next few years. Link below.

 PRESS RELEASE

ASUS Recognized as One of the Global 100 Most Sustainable Corporations...

ASUS Recognized as One of the Global 100 Most Sustainable Corporations by Corporate Knights Prestigious honor affirms international acclaim for the company's comprehensive and long-term commitment to sustainable development KEY POINTS Global Sustainability Leadership: ASUS was the only Taiwanese company listed in the award category "Computers and Peripheral Equipment"Eco-Friendly Product Success: Sustainability drives ASUS design, resulting in 89% eco-friendly product revenue and EPEAT Climate+ Champion statusTop-Tier Climate Governance: Achieved CDP Double 'A' (climate change, water sec...

Pierre FerraguÊ
  • Pierre FerraguÊ

Samsung & Hynix 4Q25: Implications for memory & Micron

Samsung and Hynix reported this week. Please see the link for our take on the read-through for Micron and the broader memory market

Samsung Electronics: 3 directors

A director at Samsung Electronics bought 240 shares at 154,133.300KRW and the significance rating of the trade was 39/100. 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 years...

 PRESS RELEASE

ASUS Celebrates 11th Inclusion on Fortune’s 2026 World’s Most Admired ...

ASUS Celebrates 11th Inclusion on Fortune’s 2026 World’s Most Admired Companies List ASUS continues to demonstrate its global competitiveness through acknowledged excellence in innovation, social responsibility, and product quality KEY POINTS Consistent Excellence: 11th inclusion on Fortune’s World’s Most Admired Companies list, recognizing company's innovativeness, product quality, and more Design Thinking Ethos: Accolade highlights the ASUS commitment to user-centricity, prioritizing customer satisfaction to drive growth and deliver real value Ubiquitous AI. Incredible Possibilities:...

VRS RESEARCH TEAM
  • VRS RESEARCH TEAM
 PRESS RELEASE

ASUS Listed Among Clarivate’s Top 100 Global Innovators 2026

ASUS Listed Among Clarivate’s Top 100 Global Innovators 2026 The award recognizes the company's dedication to innovation and technology based on its patent portfolio KEY POINTS ASUS recognized as one of the world’s most innovation-driven companies in Clarivate’s Top 100 Global Innovators 2026ASUS stood out for its 342 patents awarded globally across diverse disciplines in 2025ASUS has declared a total of 416 Standard Essential Patent families with the European Telecommunications Standards Institute TORONTO, Jan. 22, 2026 (GLOBE NEWSWIRE) -- today announced that the company was list...

 PRESS RELEASE

ASUS Announces Pre-Order Availability in Canada for Zenbook S16 and Ze...

ASUS Announces Pre-Order Availability in Canada for Zenbook S16 and Zenbook 14 Evolved Copilot+ laptops with pro-level power and advanced AI performance, powered by AMD Ryzen™ AI 400 Series processors, are arriving in Canada KEY POINTS Next-Gen Power: AMD Ryzen™ AI 7 445 processor with up to 50 TOPS NPU for fast, serious and efficient on-device AI performanceUltraportable, without compromise: 1.1 cm–thin, 1.5 kg Zenbook S16 and 1.2 kg Zenbook 14 combine all-metal craftsmanship with effortless portabilityASUS Lumina OLED: Rich contrast and accurate color with up to 1100 nits peak bright...

 PRESS RELEASE

ASUS Honored with Eight CES 2026 Innovation Awards

ASUS Honored with Eight CES 2026 Innovation Awards ASUS recognized for pioneering innovations in AI, sustainability, creative technologies, and more KEY POINTS Remarkable achievement: ASUS earns eight CES® 2026 Innovation Awards, highlighting its impact across computing and intelligent designAcross-the-spectrum wins: Award categories include Computer Hardware & Components, Sustainability & Energy Transition, AI, Gaming & eSports, Imaging, and Computer Peripherals & AccessoriesAI-powered, sustainable innovation: Zenbook DUO boosts productivity with AI, while Zenbook S14 showcases energy-e...

 PRESS RELEASE

ASUS Unveils 2026 AI-Powered Portfolio at CES, including ExpertBook Ul...

ASUS Unveils 2026 AI-Powered Portfolio at CES, including ExpertBook Ultra, Expert Series, Chromebooks and MyExpert Next-generation devices and AI empower enterprises with smarter workflows, enhanced productivity and flexible hybrid solutions KEY POINTS ExpertBook Ultra: Sophisticated and ultralight 0.99kg design with Intel® Core™ Ultra Series 3 processor for up to 50 TOPS NPU AI performanceExpert P and B series: Flexible, secure business laptops and desktops with up to an Intel® Core™ Ultra Series 3 or AMD Ryzen™ AI for hybrid workASUS MyExpert: AI-driven meetings, content generation and...

 PRESS RELEASE

ASUS Unveils Full-Spectrum AI and Always Incredible Innovations at CES...

ASUS Unveils Full-Spectrum AI and Always Incredible Innovations at CES 2026 All-new generations of ProArt, Zenbook and Vivobook laptops, plus desktops and AiO PCs deliver a complete Copilot+ PC ecosystem built for creators and everyday users KEY POINTS ProArt GoPro Edition (PX13): 13" convertible designed in partnership with GoPro has built-in GoPro Cloud access and exclusive offers for GoPro ownersProArt PZ14: Ultralight 0.79kg 14" Snapdragon®-powered detachable tablet delivers our most powerful creator tablet performance for on-the-go professionalsZenbook A16: First Snapdragon® X2 Elit...

 PRESS RELEASE

ASUS Republic of Gamers Presents Next-Gen Gaming Innovations, Commemor...

ASUS Republic of Gamers Presents Next-Gen Gaming Innovations, Commemorates 20 Years of Gaming Excellence at CES 2026 ROG showcases world-first technologies, next-generation gaming systems, and visionary collaborations that redefine gaming experiences KEY POINTS Two decades of gaming leadership: At its Dare to Innovate virtual event, ROG celebrates 20 years of fearless experimentation and bold innovationCross-domain collaborations: ROG and Kojima Productions sign a signature ROG Flow Z13-KJP special edition device and peripheralsWorld’s first dual 16" screen gaming laptop: ROG raises the ...

 PRESS RELEASE

ASUS Republic of Gamers Announces CES 2026 ROG — Dare to Innovate Virt...

ASUS Republic of Gamers Announces CES 2026 ROG — Dare to Innovate Virtual Launch Event ROG ushers in a new era of gaming, delivering breakthrough devices and intelligent designs for every kind of player KEY POINTS Pioneering the Future: ROG marks two decades of boundary-pushing innovation with a showcase of its boldest gaming technologies yetExpanded Innovation: Discover an array of next-gen gaming PCs, laptops, motherboards, and gaming gear – all engineered for peak performanceWorld-First Breakthroughs: Experience exclusive ROG innovations and world-first features set to redefine indust...

 PRESS RELEASE

ASUS Announces Always Incredible Virtual Launch Event for CES 2026

ASUS Announces Always Incredible Virtual Launch Event for CES 2026 ASUS to kick off CES 2026 with bold new AI PCs and visionary technology that redefine what’s possible for tomorrow’s work, creativity, and everyday life KEY POINTS Next-Level AI PCs: ASUS to unveil a new generation of adaptive, AI-driven devices with powerful NPUs that deliver intelligent, seamless experiencesComprehensive Ecosystem: ASUS to spotlight three key AI scenarios, Workspace AI, Creator AI, and Everyday AIInspiring Innovation: ASUS is deeply integrating AI into everyday life, delivering intelligent computing sol...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 3Q25 – Memory: Thesis played out. Secular growth to meet multipl...

Today, we are publishing the Memory section of our 29th 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, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Foundry, and Semicap Equipment. HBM demand grows alongside a recovery in c...

 PRESS RELEASE

ASUS Canada Launches Giving Tuesday Initiative to Support SickKids Fou...

ASUS Canada Launches Giving Tuesday Initiative to Support SickKids Foundation ASUS to Donate $40 to SickKids for Every Zenbook Purchased Beginning on Giving Tuesday TORONTO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- today announced a special charitable initiative in recognition of Giving Tuesday, reinforcing its commitment to giving back to the community. Between December 2 and December 31, for every laptop purchased through the Canadian , ASUS will donate $40 to Foundation with a maximum total contribution of $10,000 CAD. This initiative is part of ASUS ongoing efforts to and to support...

 PRESS RELEASE

ASUS Launches Exclusive Early Black Friday Offers

ASUS Launches Exclusive Early Black Friday Offers Save up to C$750 and enjoy up to 50% off laptops, desktops, and accessories starting November 21 KEY POINTS Start saving early: Early Black Friday deals begin November 21, with additional discounts launching on Black Friday and Cyber Monday.Massive holiday savings: Get up to C$750 off and up to 50% off ASUS laptops, desktops, Chromebooks, and more.Shop at your favorite retailers: Deals available at Amazon, ASUS Store, Best Buy, Canada Computers, Costco, London Drugs, Staples, Walmart, and more. TORONTO, Nov. 19, 2025 (GLOBE NEWSWIRE)...

 PRESS RELEASE

New ROG XG Mobile eGPU Brings Desktop-Class Power to Laptops and Handh...

New ROG XG Mobile eGPU Brings Desktop-Class Power to Laptops and Handhelds The new ROG external GPU delivers Thunderbolt™ 5, up to NVIDIA® GeForce RTX™ 5090 Laptop GPU, and improved cooling for peak portable performance, now in Canada KEY POINTS Performance Meets Versatility: XG Mobile features up to NVIDIA GeForce RTX 5090 Laptop GPU to power up your setup at a maximum 150W TGP.Thunderbolt™ 5 support: Future ready, while maintaining backward compatibility with Thunderbolt™ 4 and USB4 systems.Cooler and quieter: Redesigned vapor chamber with thicker channels and repositioned fan improve c...

 PRESS RELEASE

ASUS Named One of the World’s Best Employers by Forbes for the Sixth C...

ASUS Named One of the World’s Best Employers by Forbes for the Sixth Consecutive Year Recognition highlights ASUS’s people-first culture and Design Thinking approach to nurturing global well-being and innovation KEY POINTS ASUS empowers its global workforce by equipping every employee with AI-powered tools that enhance efficiency and support long-term career growthASUS nurtures creativity and career growth, empowering over 16,000 employees worldwide to maximize synergies, innovation, and reach their highest potentialForbes’ survey of 300,000 employees from over 50 countries positions ASU...

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