Weekly Top Ten Tech Hardware and Semiconductor – Jan 28, 2024
By Vincent Fernando, CFA, Zero One MSFT’s new AI features for Windows will need computers with at least 16GB of DRAM to run effectively. MSFT is asking manufacturers for this…
Weekly Top Ten Tech Hardware and Semiconductor – Jan 7, 2024
By William Keating, Ingenuity After a trial that dragged on for close to five years, the US DoJ case against Fujian Jinhua heard closing arguments in September 2023 Co-Defendant UMC…
Weekly Top Ten Tech Hardware and Semiconductor – Dec 10, 2023
By Vincent Fernando, CFA, Zero One Is TSMC Leaving Samsung in the Dust with its New 3nm Process Technology? Our Pick Himax a Top Loser… Apple Lens Supplier, Yageo Peer,…
Weekly Top Ten Tech Hardware and Semiconductor – Nov 12, 2023
By Vincent Fernando, CFA, Zero One Last week global heavyweights AMD, Samsung, and Qualcomm delivered good news, including for the Memory, PC, and Smartphone industries. Taiwan company results supported their…
Weekly Analysts’ Ratings Changes for Dell Technologies (DELL)
A number of firms have modified their ratings and price targets on shares of Dell Technologies (NYSE: DELL) recently: 6/2/2022 – Dell Technologies was upgraded by analysts at Zacks Investment…