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Asia Pacific Equity Research 03 December 2024 J P M O R G A N Asian Tech Thoughts from the supply chain on GB200 delays and GB300 status | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

M Update GDS Holdings Ltd | Asia Pacific December 2, 2024 02:22 AM GMT China Core Internet Trip Takeaways We see a positive outlook for the overseas and domestic business. Overseas: Domestic: REITs in focus: • GDS maintained its target of 1GW committed capacity by 2027; sales pipeline is more skewed to overseas customers. • Beyond the 430MW current committed capacity, it still has 100-200MW capacity reserved by hyperscale customers, which will be transferred to contract in following quarters. • Customer mov ...

• Intuitive can maintain leadership position despite competitive interest. M Foundation | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Jefferies Spain | Utilities Endesa CEO/CFO Breakfast: Increase Grid Investments or Dividend Boost Conclusion We feel Endesa's strategy is clearer after an investor breakfast with the CEO and CFO earlier today. Endesa is ready to invest more in grids if the new allowed return reaches an adequate level; otherwise, it will increase its dividend policy (5.6% JEFe 2025 D/Y). We should expect a draft regulatory proposal on grids during December 2024 or January next year. Additionally, the CEO highlighted potentia ...

Asia Pacific Equity Research 02 December 2024 J P M O R G A N Asian Tech Key takeaways (and transcript) from expert call on AI ASIC development | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------- ...

2 December 2024 | 7:18PM CST Taiwan PA foundry Downcycle in 2025, with high inventory level and limited technology upgrade; DG AWSC/Win to Neutral/Sell Cellular PA industry downcycle will continue into 2025, with high inventory level We believe the Cellular PA foundry industry downcycle has started from 4Q24, and expect it to continue through 2025, considering (1) the increasing inventory at PA design houses, (2) unfavorable order momentum from both US and China design house customers, and (3) PA foundries' ...

Fiserv, Inc. (NYSE:FI) UBS Global Technology and AI Conference December 4, 2024 4:15 AM ET Company Participants Bob Hau - CFO Conference Call Participants Tim Chiodo - UBS Tim Chiodo All right. Great. We're going to get started. My name is Tim Chiodo. I'm the lead payments processors and fintech analyst here at UBS. I want to start by saying thank you to the Fiserv team. With us here on stage, we have Bob Hau, who is the CFO. Also joining us here is Julie Chariell from the SVP or Head of Investor Relations. ...

KLA Corporation (NASDAQ:KLAC) UBS Global Technology and AI Conference December 4, 2024 12:15 PM ET Company Participants Bren Higgins - CFO Conference Call Participants Timothy Arcuri - UBS Timothy Arcuri Good morning, we're going to get started. I'm Tim Arcuri. I'm the semiconductor analyst here at UBS and very pleased to have KLA. We have Bren Higgins with KLA. Very happy to have you. Thank you, Bren. Bren Higgins Thank you for having me. Question-and-Answer Session Q - Timothy Arcuri So first topic is, I ...

Intel Corporation (NASDAQ:INTC) UBS Global Technology and AI Conference December 4, 2024 3:35 PM ET Company Participants David Zinsner - Executive Vice President and Chief Financial Officer Naga Chandrasekaran - Executive Vice President and Chief Global Operations Officer Conference Call Participants Tim Arcuri - UBS Tim Arcuri Okay, we're going to get started. Thank you for being here. I'm Tim Arcuri. I'm the semiconductor analyst here at UBS and very pleased to have Intel. We have Dave Zinsner, who is the ...