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Top related persons:
Morgan Stanley - 2 Charlie Chan - 2 — CNBC's Michael Bloom - 2 Goldman Sachs - 2 Gaudi - 1 Alchip - 1 Wistron - 1 Morgan Stanley's - 1
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Taiwan Asia China Hong Kong United States Big Greater China HONG KONG
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Microsoft - 4 Nvidia - 3 Intel - 2 Google - 2 Global - 2 Alchip Technologies - 2 ASM - 2 Gaudi - 1

Search resuls for: "Alchip"


8 mentions found


☆ Forget Nvidia: Morgan Stanley says Intel's much-hyped AI chip will boost 3 global stocks
  + stars: | 2024-04-24 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
The launch of Intel 's latest artificial intelligence chip is expected to benefit three global semiconductor companies, according to Morgan Stanley. The semiconductor giant said the latest chip is twice as power-efficient and can run AI models one-and-a-half times faster than Nvidia's H100 GPU – the flagship product from the current AI chip market leader. In a research note Monday, the Wall Street bank said Taiwanese companies TSMC , Alchip , and Wistron are likely to be the biggest beneficiaries of the demand for Intel's Gaudi chips. In its note, Morgan Stanley reiterated its overweight rating on Alchip and TSMC, considering them long-term winners of AI semiconductor demand. The analysts are overweight on Wistron too, noting that Nvidia's new Blackwell GB200 AI chip will also drive immediate growth for the Taiwanese electronics manufacturer.
Persons: Morgan Stanley, Gaudi, Alchip, Wistron, Morgan Stanley's, Charlie Chan, Blackwell, — CNBC's Michael Bloom Organizations: Intel, Gaudi, Dell, Hewlett Packard Enterprise, Lenovo, Microsoft, Google Locations: United States
☆ Nvidia's partners and more: BofA picks key global stocks along the AI supply chain
  + stars: | 2024-03-27 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
But many smaller firms along the global AI supply chain also stand to benefit. It has worked with Google for over a decade, thanks to its ability to produce highly customized server design, BofA noted. With rising AI server applications and GPU supply, it expects the AI server GPU baseboard business to account for 3% to 6% of Wistron's total sales in 2024 and 2025. Hardware tech Hardware tech such as printed circuit boards are the upstream parts of the AI server supply chain. In addition, its partnership with Nvidia in automotive AI should widen its AI opportunities, BofA noted.
Persons: BofA, there's, Microsoft's OpenAI, Unimicron, — CNBC's Michael Bloom Organizations: Big U.S, Nvidia, Microsoft, Global, Google, Semiconductors Locations: Big, Taiwan, Greater China, Asia
☆ Foreign investors stream into Taiwan as AI stocks beckon
  + stars: | 2023-07-21 | by ( Georgina Lee Faith Hung | Georgina Lee | Faith Hung | ) www.reuters.com   time to read: +5 min
HONG KONG/TAIPEI, July 21 (Reuters) - Investors are putting aside geopolitical tensions to pile in to Taiwan stocks, with foreign inflows the biggest in years, thanks to soaring artificial intelligence and chipmaking stocks. Rather, investors say it's all the more sturdy as the bogged-down conflict deters Chinese action and risks can be managed by keeping positions liquid with one eye on a possibly quick exit. "A potential escalation of events in the Taiwan Strait down the line is less relevant for these investors," he said. "So that makes Taiwan’s AI supply chain very attractive for foreign investors, and we believe their fund inflows will continue to be strong throughout the year." Investors say Taiwan's market is uniquely positioned to benefit because it is exposed to the sector's growth from applications to components, where demand is rebounding.
Persons: Carlos Casanova, Warren Buffett, we've, Frank Benzimra, Hai, Andrew Swan, Goldman Sachs, Clarence Chan, Summer Zhen, Kim Coghill Organizations: Nasdaq, Union Bancaire, Taiwan Semiconductor Manufacturing, Societe Generale ., Accton Technology, Hai Precision Industry, Wistron Corp, Alchip Technologies, Ark Investment Management, Vanguard, PineBridge Investments, Mellon Investment Management, Thomson Locations: HONG KONG, TAIPEI, Taiwan, Asia, Ukraine, Taiwan Strait, China, Taipei, Japan, PineBridge Investments Asia, Alchip, Asia Pacific, Hong Kong
☆ Forget the hype: Barclays identifies global 'A.I. winners' for the long term
  + stars: | 2023-07-10 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Barclays has named several global stocks that are expected to do well as the usage of artificial intelligence-related services evolves. The investment bank acknowledged that hardware and infrastructure giants, most notably Nvidia and Microsoft , are currently seeing the immediate benefits of the AI hype. Still, over the long term, it said businesses in the service sector could cash in significantly. The companies in Barclays' "Global AI Winners" basket include Canada-headquartered Telus and France's Capgemini . The below table highlights non-U.S. stocks in Barclays' basket of AI stocks.
Persons: FactSet, Emmanuel Cau, Capgemini, Goldman Sachs Organizations: Barclays, Nvidia, Microsoft, Telus, France's, Tech, Companies, Tokyo Electron, SoftBank Group, SAP, UK's Sage Group, ASM Locations: Canada, U.S, Taiwan, Tokyo, Europe, Amsterdam
☆ Morgan Stanley loves these 5 global A.I. chip stocks that could take Nvidia's market share
  + stars: | 2023-06-13 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
Nvidia , a dominant player in the artificial intelligence computing market, may face increasing competition from custom chip designers in the near future, according to Morgan Stanley. "We therefore expect to see increasingly energy-efficient and low-cost AI custom chip designs ahead, matching or even outpacing the growth of NVIDIA's and AMD's general purpose GPUs." Morgan Stanley is "overweight" on the five stocks, and increased their price targets in the June 11 note. As one of the few pure-play leading-edge design service houses, we believe Alchip (along with GUC) is a key enabler of future custom A.I. Global Unichip The chip designer has been awarded a contract from Microsoft to work on its new 5nm custom AI chip, which could be deployed across the U.S. company's cloud computing products.
Persons: Morgan Stanley, ChatGPT, Charlie Chan, Yuan, TSMC, Alchip Technologies Morgan Stanley Organizations: Nvidia, Intel, AMD, Taiwan Semiconductor Manufacturing Company, Alchip Technologies, Global, Yuan Electronics, ASM, Microsoft, Hong, ASM Pacific Locations: Taiwan, Hong Kong, China
☆ These 74 stocks across 5 categories of AI are the top picks from the sector's leading fund managers.
  + stars: | 2023-03-18 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +11 min
These 74 stocks are picked by AI ETF managers. What she believes is unique about her fund is its heavy focus on quantum computing technology, making up 41.22% of the fund. While big data is used for different technologies, it enables AI to work with massive data sets in its machine-learning process. TipRanks, a financial technology website that uses AI to analyze financial data, created a stock list for what they deem are the best AI stocks based on popularity. TipRanks' list of nine of the best AI stocks have large market caps and are likely to remain relevant for a long time.
☆ How best to invest in AI: What leading Wall Street firms and analysts are saying as the rally continues
  + stars: | 2023-03-07 | by ( Marley Jay | ) www.businessinsider.com   time to read: +3 min
Experts at BofA and UBS recently wrote about their approaches for investing in the theme. Tech analyst Dan Ives doubled his price target on AI pure play C3.AI, which has soared almost 150%. One of the market's splashiest artificial intelligence newcomers is here to stay, says Wedbush tech stock analyst Dan Ives. On Friday Ives boosted his price target on AI software company C3.AI from $13 per share all the way to $24. "The company continues to experience increased demand for its AI solutions that are designed to increase a range of applications across industries fueling tailwinds in the market," Ives wrote.
☆ The AI craze has sent some stocks soaring up to 300%. This list of over 74 stocks across 5 categories features the top picks from the sector's leading fund managers.
  + stars: | 2023-02-08 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +11 min
These 74 stocks are picked by AI ETF managers. What she believes is unique about her fund is its heavy focus on quantum computing technology, making up 41.22% of the fund. While big data is used for different technologies, it enables AI to work with massive data sets in its machine-learning process. TipRanks, a financial technology website that uses AI to analyze financial data, created a stock list for what they deem are the best AI stocks based on popularity. TipRanks' list of nine of the best AI stocks have large market caps and are likely to remain relevant for a long time.
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