{
Quanta Computer Inc.

Companies

}
001122334455554433221100
001122334455554433221100

Goldman Sachs downgrades Quanta Computer stock amid AI server volume concerns

Goldman Sachs has downgraded Quanta Computer Inc. from Buy to Neutral, lowering the price target to NT$293.00 due to reduced forecasts for rack-level AI server volumes in 2025 and 2026. The firm anticipates a drop in expected units, reflecting uncertainties in demand and supply, while still expecting a strong second quarter of 2025 for Taiwan's ODM/cooling supply chains. However, caution remains regarding potential negative impacts during the product transition period in the third quarter of 2025.
Investing.com
Quanta Computer Inc. TWN Allen Chang
Business & Industry, Market Report
11:18 24.03.2025

TSMC announces 100 billion dollar investment for US semiconductor expansion

Taiwan Semiconductor Manufacturing Co. (TSMC) has announced a significant $100 billion expansion of its operations in the United States to boost semiconductor production. This move, revealed by CEO C.C. Wei, aligns with a broader trend of Taiwanese companies increasing their investments in the US, including Foxconn's collaboration with Apple on an AI server assembly site in Texas. Other firms like Wiwynn Corp., Quanta Computer Inc., and Compal Electronics Inc. are also making substantial investments in US facilities.
Tech in Asia
United States Dollar Apple Inc. Compal Electronics Inc Wiwynn Corporation Quanta Computer Inc. Tesmec S.p.A. NVIDIA Corporation TWN USA C. C. Wei Show more
Business & Industry, News Article
03:25 20.03.2025

nvidia maintains buy rating amid deepseek competition and supply chain concerns

NVIDIA maintains a Buy rating from UBS with a $185 price target, despite concerns over its DeepSeek technology. Analysts project Blackwell revenue to reach $9 billion in January, while the data center segment is expected to contribute about $38 billion to overall revenue of $42 billion. Meanwhile, DeepSeek's recent changes, including a new registration process limited to mainland China mobile numbers, follow a service outage linked to its growing popularity.
Investing.com
Quanta Computer Inc. Hon Hai Precision Industry Co., Ltd. NVIDIA Corporation Amphenol Corporation USA Thiago Kapulskis Gene Munster Timothy Arcuri Show more
Finance & Economy, Market Report
22:36 27.01.2025

ubs maintains buy rating for nvidia with strong financial outlook

UBS has reiterated its Buy rating for NVIDIA, maintaining a price target of $185, despite concerns over supply chain issues and competition from AI startup DeepSeek. Analysts expect strong financial results for NVIDIA, forecasting fourth-quarter revenue of about $42 billion, driven largely by the data center segment. Improvements in hardware supply and production rates are anticipated, with Blackwell chipset sales projected to reach $9 billion in January.
Investing.com Deutsch
United States Dollar Quanta Computer Inc. Hon Hai Precision Industry Co., Ltd. NVIDIA Corporation Amphenol Corporation USA Thiago Kapulskis Gene Munster Timothy Arcuri Show more
Finance & Economy, Market Report
22:31 27.01.2025
Trending
Subcategory
Corporate News Industry Trends Startups & Entrepreneurship Retail and Consumer Goods Global Trade Developments Supply Chain Management Stock Market Updates Government Economic Policies Industry Mergers & Acquisitions Private Equity Deals Fintech Startups Energy Sector Developments AI Applications Funding Rounds & Investments Venture Capital Investments AI Innovations Emerging Startups CEO Changes Inflation and Monetary Impact IPOs & SPACs
Countries:
USA CHN IND SAU ARE JPN SGP KOR GBR VNM IDN TWN CAN THA TUR MYS QAT DEU AUS ISR
Companies:
Apple Inc. Google Inc. Tesmec S.p.A. Amazon.com, Inc. Microsoft Corporation Mastercard Inc NVIDIA Corp Tesla, Inc. OpenAI ERC USD The Goldman Sachs Group, Inc. Visa Inc. SWIGGY LIMITED GLOE Inc. Ripple USD USD NAURA Technology Group Co., Ltd. OLA ELECTRIC MOBILITY LTD Microsoft Corp Micron Technology, Inc. Foxconn Technology Co., Ltd. SAP SE
Currencies:
United States Dollar Indian Rupee Chinese Yuan Euro United Arab Emirates Dirham Japanese Yen British Pound Sterling Saudi Riyal New Zealand Dollar Qatari Riyal Thai Baht Vietnamese Đồng Canadian Dollar Indonesian Rupiah South Korean Won Malaysian Ringgit Brazilian Real Swiss Franc Bangladeshi Taka Kuwaiti Dinar
People:
Donald Trump Asmaa Naga Basma Bushnak Maha Taibah Scott Bessent Joe Biden Hossam Ahmed Tasneem Islam Mohammed bin Salman Al Saud Afeef Zaman Elon Musk Sri Mulyani Nikolay Storonsky Ye Lin Narendra Modi Tiernan Kennedy Imad Boumahdi Mohammed Aldossary Aman Gupta Hareb Rashed

Machinary offers a groundbreaking, modular, and customizable solution that provides advanced financial news and statistical analysis. Our platform goes beyond traditional quantitative analysis, offering users a comprehensive understanding of real-time market dynamics, event detection, and risk analysis.

Links

Address

Newsletter

© 2025 by Machinary.com - Version: 1.0.0.0. All rights reserved

Layout

Color mode

Theme mode

Layout settings

Save settings
Reset settings
Seems like the connection with the server has been lost. It can be due to poor or broken network. Please hang on while we're trying to reconnect...
Oh snap! Failed to reconnect with the server. This is typically caused by a longer network outage, or if the server has been taken down. You can try to reconnect, but if that does not work, you need to reload the page.
Oh man! The server rejected the attempt to reconnect. The only option now is to reload the page, but be prepared that it won't work, since this is typically caused by a failure on the server.