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Andrew Lu on global semis and techs

Andrew Lu on global Semi/Techs
Hundreds of paid subscribers

See through the semiconductor and technology trends and invest companies with their core competitiveness.

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PricingOnly paid issuesPublishesDaily
Issues112Founded2 years agoLast Issue7 days ago
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Artwork for Andrew Lu on global semis and techs

Latest Issues

Who are beating/missing Apr/May sales?

哪些台灣半導體暨科技產業5月份營收在加速或減速?哪些公司4/5月份累計營收高於或低於市場預期,有可能整個季度被分析師上/下修?

台灣科技暨半導體公司公布5月份營收,我們以公布的公司及產業與彭博社分析師預期進行分析比較。月營收好壞是否會帶動公布後股價,還是要看公司營收數字是否已經從公司提前流出曝光而造成股價提前反應,以及分析師預期是否過於樂觀及悲觀,投資人自己必須審慎評估。

7 days ago
11
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Time to evaluate Intel's EMIB sales from Google

是時間來評估英特爾幫谷歌TPU v9 Humufish 做EMIB可貢獻多少營收及獲利?

What’s new?

9 days ago
21
2
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Should we catch the falling knife?

下週半導體產業大回檔,投資人該接刀等反彈嗎,還是不計代價停損?

在美國費城半導體累積5年漲幅280%,從去年底的7083.13到6月3日高點13998.14累積漲幅近倍達97.6%,這段時間,股價漲幅超過一倍的半導體公司不計其數,尤其是跟AI伺服器產業鏈相關的AMD, Intel, Marvell, Aspeed 信驊,Astera Labs, Micron,Western Digital, SK Hynix, 三星,Lam Research, Teradyne, Lume...

11 days ago
29
1
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Why Google issuing US$30bn At-the-market shares to cover tax obligations of employee?

谷歌最近宣布增發800億美元價值股票,但其中300億美元竟然是幫員工繳稅,這到底是怎麼回事?

What’s new?

15 days ago
13
9
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What's special about Nvidia's RTX Spark?

Nvidia 將推出在微軟視窗下運作的 N1/N1X 個人AI工作站晶片,但這晶片跟其他同業晶片比有何特別?

隨著 Computex 2026 揭幕,NVIDIA 與微軟聯合喊出「A new era of PC」的口號,NVIDIA N1 / N1X (正式命名 RTX Spark) 系列晶片的核心功能與技術細節已透過 GTC 2026 全面曝光。這款晶片本質上是將資料中心與 AI 工作站(如 DGX Spark)的架構「行動化與微縮化」,其功能不僅僅是上網和文書,而是全面...

17 days ago
35
6
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  • Andrew Lu on global Semi/Techs

    No 1 ranked Asia semiconductor analyst in Asia Money and Institutional Investor II for six years during 2005-2009 at Citi and 2014 at Barclays. 30 years semi and tech analyst to see trends through the global supply chain.

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