摩根大通亚太地区科技-联发科主题演讲/扬智科技/SHIFT UG/辉达/英伟达
2025-05-20 05:45
Specialist Sales APAC Specialist Sales 20 May 2025 Duncan Wagner +852 2800 8874 duncan.wagner@jpmorgan.com J P M O R G A N Mediatek today Computex keynote 11am-12pm TPE time (link below): focus: ASICs into 2H26, GB10 sell-thru, flagship smartphone gains. ASPEED revised up 2Q revenue guidance, likely seeing share gain from new Intel platform - Albert Hung re- iterates O/W. Matthew Henderson upgrades SHIFT -> O/W, raises PT -> Y1,900 on broad-based projects strength. Gokul highlights SIMO share gain at TMC. N ...