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    Steven Chin

    Vice President and Communications Infrastructure Research Analyst at TD Cowen

    Steven Chin is a Vice President and Communications Infrastructure Research Analyst at TD Cowen, specializing in technology and data center sectors with a focus on major companies driving advancements in AI and cloud infrastructure. He covers technology leaders such as Universal Display Corp and Rigetti Computing, regularly participating in quarterly earnings calls and providing market insights. Chin previously held roles as Vice President at both TD Securities (USA) LLC and Cowen & Co. LLC, developing deep expertise in equity research since at least 2017. His professional credentials include current FINRA registration and securities licenses, and he is recognized on platforms like TipRanks for his analytic performance and strong industry perspective.

    Steven Chin's questions to HP (HPQ) leadership

    Steven Chin's questions to HP (HPQ) leadership • Q3 2025

    Question

    Steven Chin inquired about the quantifiable impact of tariffs on Q3 margins and the extent to which mitigation efforts were successful. He also asked about the outlook for the Print business, questioning why return-to-office trends were not translating into a more positive forecast for fiscal 2026.

    Answer

    CFO Karen Parkhill stated that HP mitigated the 'majority' of tariff costs in Q3 through supply chain optimization, cost reductions, and pricing actions, with a goal to fully offset them over time. CEO Enrique Lores added that in the short-term, enterprises are prioritizing investments in AI and PCs over Print hardware. However, he noted that the volume of pages printed remains stable, suggesting long-term demand for hardware will return as companies eventually need to refresh their fleets.

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    Steven Chin's questions to Rigetti Computing (RGTI) leadership

    Steven Chin's questions to Rigetti Computing (RGTI) leadership • Q2 2025

    Question

    Steven Chin of TD Cowen, on behalf of Krish Sankar, asked about the potential for M&A, the roadmap for improving gate speeds, and the expected share count for Q3.

    Answer

    CEO Subodh Kulkarni explained that while Rigetti is open to M&A, they see no current practical opportunities that would accelerate their timeline, given their leadership position. Regarding gate speeds, he expressed confidence in achieving sub-50 nanosecond speeds, noting it's a critical metric for hybrid quantum-classical systems but not the most difficult challenge on their roadmap. CFO Jeffrey Bertelsen provided a Q3 share count estimate of approximately 327 million.

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    Steven Chin's questions to SkyWater Technology (SKYT) leadership

    Steven Chin's questions to SkyWater Technology (SKYT) leadership • Q2 2025

    Question

    Steven Chin of TD Cowen asked about Fab 25's loading under the Infineon agreement, the available capacity for new customers, and the details surrounding the recent IP license agreement with Infineon, including its origin and development timeline.

    Answer

    CEO Thomas Sonderman stated that while the fab is currently near target utilization with Infineon's products, efficiency improvements will create bandwidth for new customers. He noted the newly licensed 130nm high-voltage IP from Infineon will be integrated into their existing design infrastructure this year, with customer tape-outs expected in 2026. Sonderman clarified that acquiring this IP was always part of the strategic plan to immediately create a path for new products into the fab.

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    Steven Chin's questions to ARM HOLDINGS PLC /UK (ARM) leadership

    Steven Chin's questions to ARM HOLDINGS PLC /UK (ARM) leadership • Q1 2026

    Question

    Steven Chin of TD Cowen asked about the implications of rising hyperscaler CapEx for Arm's future royalty growth and licensing opportunities like CSS.

    Answer

    CEO Rene Haas described the increased CapEx as a 'very strong tailwind' for Arm. He explained that since AI will impact every industry and Arm is at the heart of compute from the cloud to the edge, the unabated demand for AI infrastructure is a long-term positive for both technology licensing and royalty revenue growth.

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