Taiwan Semiconductor Manufacturing Co (TSMC) and Foxconn’s Hon Hai Precision Industry Co are the most famous names in this data set, because they’re the biggest in their category and have a VIP client list that includes Apple, Qualcomm Inc, Huawei Technologies Co and Sony Corp. Yet, hundreds of others, such as Pegatron Corp, Quanta Computer Inc and Largan Precision Co, collectively supply most of the industry.
BURIED in a set of little-known data are early signs that the hardware side of the technology sector may be rebounding from the pandemic-driven plunge.
Investors generally need to wait until a few weeks after a quarter closes to get a sense of how well (or badly) business has been, or hope that a company will provide an update when the situation changes.
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