Weekly Top Ten Tech Hardware and Semiconductor – Dec 1, 2024
By Vincent Fernando, CFA, Zero OneUS Set to Unveil New Wave of Semiconductor Restrictions on ChinaHon Hai Subsidiary Says Progress for Nvidia GB200 Servers is...
Weekly Top Ten Tech Hardware and Semiconductor – Jun 2, 2024
By Douglas O’Laughlin, Fabricated KnowledgeNvidia reported earnings, and as expected, they beat earnings. Did you think that Jensen would fail us now?On a more serious...
Weekly Top Ten Tech Hardware and Semiconductor – Mar 31, 2024
By William Keating, IngenuityIt’s probably not a good idea to chase the AI mania surge by buying the likes of NVIDIA, AMD, Micron etc at...
Weekly Top Ten Tech Hardware and Semiconductor – Feb 4, 2024
By William Keating, IngenuityQ423 revenues of $6.2 billion, $100 million above the guided midpoint, up 6% QoQ and up 10% YoYQ124 guidance was for $5.4...
Weekly Top Ten Tech Hardware and Semiconductor – Jan 28, 2024
By Vincent Fernando, CFA, Zero OneMSFT’s new AI features for Windows will need computers with at least 16GB of DRAM to run effectively. MSFT is...
Weekly Top Ten Tech Hardware and Semiconductor – Jan 7, 2024
By William Keating, IngenuityAfter a trial that dragged on for close to five years, the US DoJ case against Fujian Jinhua heard closing arguments in...
Weekly Top Ten Tech Hardware and Semiconductor – Dec 10, 2023
By Vincent Fernando, CFA, Zero OneIs TSMC Leaving Samsung in the Dust with its New 3nm Process Technology?Our Pick Himax a Top Loser… Apple Lens...
Weekly Top Ten Tech Hardware and Semiconductor – Nov 12, 2023
By Vincent Fernando, CFA, Zero OneLast week global heavyweights AMD, Samsung, and Qualcomm delivered good news, including for the Memory, PC, and Smartphone industries. Taiwan...
IT hardware PLI: Ten of 40 firms started manufacturing in July
Five companies will likely start operations from 1 April 2025. The government expects an incremental investment of ₹5,010 crore from the 40 applicants, including global...