Biren (6082.HK): AI chips at strong ramp up; triple digit revenues growth through 2028E; Buy We expect Biren's next-generation AI chipset, BR20X, to start contribution in 2H26, with enhanced computing density, memory capacity and bandwidth, and interconnect capability, supporting the FP8 / FP4 computation, driving the company's product mix upgrade. The BR20X series SuperPod could realize the scale-up to thousand-card-scale, empowering large-scale parallel computing. Higher computing efficiency remains the c ...

31 March 2026 | 1:36AM HKT Equity Research Biren (6082.HK): Founder visit: Strong AI demand, Product mix upgrade, Securing capacity to drive growth ahead; Buy We visited Biren's founder and management in Shanghai recently. Management remains positive on growth ahead, driven by (1) growing China AI demand with rising foundation models, AI agents, and applications, along with local customers rising demand on diversifying suppliers under geopolitical tensions, (2) product mix upgrade to better capture local cu ...

Montage (688008.SS): Elevated R&D spending to accelerate product pipeline; 4Q25 full results; Buy High R&D investment to expand new products: Montage announced 4Q25 full results on March 30 after the preliminary results announced in Feb. 4Q25 operating income came in at Rmb545mn (+68% QoQ, +77% YoY), 11% higher than GSe, which we attributed to the reversal of stock-based compensation expenses, with R&D expenses remained high at +81% YoY and marketing expenses at +43% YoY. Rev growth was in line with the pre ...

Group 1 - AI infrastructure includes advanced chips and essential components like cables and connection technologies for high-speed data transmission [1] - The analysis aims to identify profitable and undervalued investment opportunities primarily in the U.S. market [1] - The approach combines macro-economic analysis with real-world trading experience to create a balanced portfolio of U.S. securities [1]

Core Insights - The article introduces ZK Research as a new contributing analyst on Seeking Alpha, emphasizing the opportunity for individuals to share investment ideas and gain exposure to a community of investors [1] Group 1: Analyst Background - The analyst is an independent retail investor with a specialized focus on the technology sector, particularly the semiconductor value chain and AI infrastructure [2] - The analyst emphasizes a hands-on understanding of technology operations, translating complex hardware and software cycles into actionable investment ideas [2] - Key areas of interest include semiconductor designers, foundries, equipment manufacturers, and companies supporting the AI boom, analyzed through a fundamentally driven lens [2] Group 2: Investment Approach - The investment strategy focuses on growth-at-a-reasonable-price (GARP) and identifying misunderstood value opportunities within the tech sector [2] - The analyst prioritizes product life cycles, supply chain dynamics, and shifting end-user demands over traditional financial metrics [2] - The motivation for contributing to Seeking Alpha is to provide insights that bridge the gap between engineering realities and financial markets, enhancing the understanding of complex tech trends [2]

Nvidia has become the most notable stock success story in the current artificial intelligence (AI) boom. Last year, the company had reported several quarters of triple-digit revenue growth, a notable accomplishment for a company with a $4 trillion market cap.Even in the current quarter, revenue grew by an astounding 73% from a year ago. This feat is difficult to match even for much smaller companies that can grow revenue at a higher percentage rate more easily.Still, a few tech stocks have revenue growth ra ...

Wall Street is witnessing a historic rally today, Tuesday, March 31, 2026, as major indexes surge to close out the first quarter with significant momentum. Investors are shrugging off recent volatility, fueled by a massive breakout in the technology sector and a sharp decline in the "fear gauge," the CBOE Volatility Index (^VIX), which plummeted 17.51% to 25.25. The shift in sentiment suggests a renewed appetite for risk as the market prepares for a fresh batch of economic data and high-profile corporate ea ...

Intel to Report First-Quarter 2026 Financial Results Mar 31, 2026 5:02 PM Eastern Daylight Time Intel (Nasdaq: INTC) designs and manufactures advanced semiconductors that connect and power the modern world. Every day, our engineers create new technologies that enhance and shape the future of computing to enable new possibilities for every customer we serve. Learn more at intel.com. © Intel Corporation. Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries. Other ...

Sandisk to Report Fiscal Third Quarter Results on April 30, 2026 Mar 31, 2026 1:00 PM Eastern Daylight Time Sandisk to Report Fiscal Third Quarter Results on April 30, 2026 Share MILPITAS, Calif.--(BUSINESS WIRE)--Sandisk Corporation (NASDAQ: SNDK) announced today that it will hold its fiscal third quarter earnings conference call on Thursday, April 30, 2026, at 1:30 p.m. Pacific Time. A live webcast and a webcast replay of the conference call will be available at investor.sandisk.com. About Sandisk Sandisk ...

Arrow Electronics Introduces Omnichannel Platform for Its Components Business on arrow.com Mar 31, 2026 12:36 PM Eastern Daylight Time Arrow Electronics Introduces Omnichannel Platform for Its Components Business on arrow.com Share CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics this month completed a broad shift of the customer-facing digital platforms for its global components business to a singular user experience under a redesigned arrow.com. "This is a practical change focused on helping technolo ...