Weekly Top Ten Tech Hardware and Semiconductor – Aug 10, 2025
By Vincent Fernando, CFA, Zero One TSMC: +23.9% Premium; Continued Opportunity to Short the ADR Premium UMC: -0.4% Discount; Wait for More Extreme Levels Before Going Long or Short ASE:…
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By Vincent Fernando, CFA, Zero One TSMC: +23.9% Premium; Continued Opportunity to Short the ADR Premium UMC: -0.4% Discount; Wait for More Extreme Levels Before Going Long or Short ASE:…
Desktop support engineers are the backbone of IT support, ensuring organizations run smoothly by resolving technical issues and maintaining essential systems. As technology evolves unprecedentedly, the demand for these professionals…
By William Keating, Ingenuity TSMC reported Q225 revenues of $30.1 billion, up 44% YoY, up 17.8% QoQ and handily beating the high end of the $29.2 billion guidance. Full year…
Last Updated 7/11/2025 at 12:00 p.m. ET: The battery power is running low on the best Prime Day tech deals. After a three-day deal hunting marathon, Prime Day is finally…
Last Updated 7/10/2025 at 7:30 a.m. ET: The best Prime Day tech deals are up and running, and the batteries aren’t even close to dying out. The retailer is slashing…
By Vincent Fernando, CFA, Zero One TSMC’s Arizona Yield Success Silences Doubts: Management confirmed first U.S. fab has achieved yields comparable to Taiwan, validating global replication model and reinforcing alignment…
Enterprise networking hardware companies provide key network equipment such as network switches, routers, access points, and modems, along with ancillary solutions like server infrastructure, network management software, and security components.…
By William Keating, Ingenuity Micron’s Q1F25 met expectations on key metrics but the ~9% downward guidance for the current quarter sent the share price into a tailspin Consumer-Related inventory issues…
I think it’s fair to say that we’ve been spoilt for choice when it comes to PC hardware in 2024. Processors, graphics cards, RAM, motherboards, cases, laptops, monitors, handhelds—the list…
There are 246 companies in Gaming Hardware which include Nintendo, Atari, Turtle Beach, PlayStation, SteelSeries. 52 companies in Gaming Hardware are funded, with 30 having secured Series A funding. Till…