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☆ Moor Insights' Patrick Moorhead talks report Apple is preparing next-gen chips
▼ + stars: | 2024-04-11 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMoor Insights' Patrick Moorhead talks report Apple is preparing next-gen chipsPatrick Moorhead, Moor Insights & Strategy CEO, joins 'Closing Bell Overtime' to talk Apple's big move up, a report concerning its next-gen chips, it AI strategy and more.

Persons: Patrick Moorhead, Apple Organizations: Moor

☆ Nvidia's drop today likely profit-taking, says Moor Insights CEO Patrick Moorhead
▼ + stars: | 2024-04-09 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's drop today likely profit-taking, says Moor Insights CEO Patrick MoorheadPatrick Moorhead, Moor Insights & Strategy CEO, joins 'Closing Bell Overtime' to discuss Intel's new AI chip and what it means for the semiconductor space.

Persons: Patrick, Patrick Moorhead Patrick Organizations: Patrick Moorhead, Moor

☆ China could catch up to U.S. in the semiconductor sector, says Insights & Strategy CEO
▼ + stars: | 2024-03-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina could catch up to U.S. in the semiconductor sector, says Insights & Strategy CEOPatrick Moorhead, Insights & Strategy CEO, joins 'Closing Bell: Overtime' to discuss China's crackdown on U.S. chips.

Persons: Patrick Moorhead Organizations: China

☆ Becoming a one-stop-shop for AI would be 'big win' for Nvidia: Moor Insights' Patrick Moorhead
▼ + stars: | 2024-03-18 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBecoming a one-stop-shop for AI would be 'big win' for Nvidia: Moor Insights' Patrick MoorheadPatrick Moorhead, Moor Insights & Strategy CEO, joins 'Closing Bell Overtime' live from Nvidia's annual event to discuss what he's hearing from CEO Jensen Huang, what's ahead for Nvidia AI and more.

Persons: Patrick, Patrick Moorhead Patrick, Jensen Huang Organizations: Nvidia, Patrick Moorhead, Moor

☆ Nvidia posts Q4 beat on revenue and earnings
▼ + stars: | 2024-02-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia posts Q4 beat on revenue and earningsCNBC's Kristina Partsinevelos along with D.A. Davidsons' Gil Luria and Patrick Moorhead, Moor Insights and Strategy, join 'Closing Bell Overtime' to talk Nvidia Q4 results.

Persons: CNBC's Kristina Partsinevelos, Davidsons, Gil Luria, Patrick Moorhead Organizations: Moor, Nvidia

☆ CNBC Daily Open: An alternative to Altman
▼ + stars: | 2023-11-20 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

Andrew Caballero-reynolds | Afp | Getty ImagesThis report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. The Nasdaq increased 2.4%, its first three-week positive streak since June. Even if it were the latter, OpenAI is "not the only game in town," as industry analyst Patrick Moorhead put it. In other words, there will be other companies — like Anthropic or Google — more than ready to assume AI leadership.

Persons: Sam Altman, Andrew Caballero, reynolds, Stocks, Scott Ladner, OpenAI, Sam Altman's, Ilya, Zachary Lipton, Patrick Moorhead Organizations: Economic Cooperation, APEC, Afp, Getty, CNBC, Dow Jones, Nasdaq, Dow, Horizon Investments, Carnegie Mellon University Locations: Asia, San Francisco , California, U.S

☆ CNBC Daily Open: Trouble in AI paradise
▼ + stars: | 2023-11-20 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +3 min

This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. [PRO] Nvidia earnings in focus After the flurry of inflation reports last week, this week looks comparatively quiet in terms of economic data releases. In other words, there will be other companies — like Anthropic or Google — more than ready to assume AI leadership. And Nvidia's report, out Tuesday, will in all probability reassure investors shaken by the cracks in the gilded world of generative AI.

Persons: Sam Altman, Michael Herzog, Musk, Stocks, Scott Ladner, OpenAI, Sam Altman's, Ilya, Zachary Lipton, Patrick Moorhead Organizations: APEC, Summit, Moscone West, CNBC, Hamas, Apple, Disney, IBM, Twitter, Media Matters, America, Dow Jones, Nasdaq, Dow, Horizon Investments, Carnegie Mellon University Locations: San Francisco , California, Israel, U.S

Sam Altman, CEO of OpenAI, attends the Asia-Pacific Economic Cooperation (APEC) CEO Summit in San Francisco, California, U.S. November 16, 2023. "Sam and OpenAI were the catalyst that showed the world what AI tech is capable of," Jannsen said. Silicon Valley's high-profile startup CEO firings typically involve wrongdoing, rather than just philosophical differences about where the company is headed. "Sam Altman is a hero of mine," former Google CEO and investor Eric Schmidt said in an X post. — CNBC's Lora Kolodny contributed to this report WATCH: OpenAI says Sam Altman exiting as CEO because 'board no longer has confidence.'

Persons: Sam Altman, Carlos Barria, OpenAI, Steve Jobs, Altman, —, Jobs, U.S . Altman, Mark Zuckerberg, Jeff Bezos, Elon Musk, Greg Brockman, Brockman, Ron Conway, Greg, Brian Chesky, Matt Schlicht, Schlicht, Sam, Ryan Jannsen, Jannsen, Patrick Moorhead, They're, Moorhead, Josh Wolfe, Wolfe, he'd, Eric Schmidt, Tom Williams, Airbnb's Chesky, what's, Chesky, Satya Nadella, Zachary Lipton, Carnegie Mellon's Lipton, Lipton, — CNBC's Lora Kolodny Organizations: Economic Cooperation, Reuters, ChatGPT, Apple, U.S ., Amazon, Tesla, Microsoft, Tiger, Sequoia Capital, CNBC, Google, Lux Capital, Cq, Inc, Getty, Carnegie Mellon University, Industry Locations: Asia, San Francisco , California, U.S, Silicon Valley, OpenAI, what's, —

☆ How Micron is building the biggest chip fab in U.S. history despite a China ban and smartphone slump
▼ + stars: | 2023-10-23 | by ( Katie Tarasov | ) www.cnbc.com time to read: +12 min

But multiple memory chips are needed to support each GPU or CPU, so making memory requires more fab space. Micron says construction in New York will begin at the end of 2024 and chip production there will start in 2027. By 1980, it was building its first fab and a year later was pumping out a revolutionarily small 64K DRAM chip. Gatzemeier, who joined as an intern in 1997, explained the two main kinds of memory: DRAM and NAND. When it comes to the biggest type of memory, DRAM, Samsung is by far the leader, followed by SK Hynix and then Micron.

Persons: Sanjay Mehrotra, Ben Farrar, Scott Gatzemeier, Mehrotra, Chuck Schumer, Schumer, Kathy Hochul, Hochul, Gatzemeier, Katie Tarasov, Kent Kessinger, Patrick Moorhead, Gaurav Gupta, it's, Moorhead, HBM, China's, Gartner's Gupta, that's, Xi Jinping, Micron's Organizations: Samsung, SK Hynix, Micron, CNBC, U.S, Intel, AMD, Labor, Syracuse . New York Gov, New York, Texas, Gartner, Apple, Motorola, Asus, China Micron, Biden Locations: South Korea , Idaho, U.S, China, Japan, Taiwan, Boise , Idaho, New York, Manassas , Virginia, Syracuse , New York, Asia, Syracuse, Idaho, New, Jose, Boise, India, Fujian

☆ Broadcom has done a 'really good job' with its pricing power strategy: Analyst
▼ + stars: | 2023-09-01 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBroadcom has done a 'really good job' with its pricing power strategy: AnalystPatrick Moorhead of Moor Insights & Strategy discusses Broadcom's earnings and his outlook for the company.

Persons: Patrick Moorhead Organizations: Broadcom, Moor

☆ Asian chip stocks rally after Micron's bullish forecast signals easing supply glut
▼ + stars: | 2023-06-29 | by ( Lee Ying Shan | ) www.cnbc.com time to read: +2 min

The U.S. chipmaker reported third quarter earnings that beat estimates, thanks to higher demand for its memory chips driven by the booming A.I. Shares of Asian chipmakers rallied on Thursday after Micron Technology 's bullish outlook overnight, which indicated the sector's supply glut may finally be easing. "We have increased confidence that the industry has passed the bottom for quarterly revenue and year-on-year revenue growth," Mehrotra added. is driving higher-than-expected industry demand for memory and storage for A.I. servers, while traditional server demand for mainstream data center applications continues to be lackluster," Micron's statement said.

Persons: Sanjay Mehrotra, chipmaker, chipmakers, Mehrotra, Patrick Moorhead, CNBC's Organizations: Micron Technology Inc, Micron Technology, Micron, Reuters Locations: Boise , Idaho, U.S, Refinitiv

☆ 'For generative A.I. China absolutely needs access to global semiconductors', says Patrick Moorhead
▼ + stars: | 2023-06-28 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'For generative A.I. China absolutely needs access to global semiconductors', says Patrick MoorheadPatrick Moorhead, Moor Insights & Strategy, joins CNBC's 'Taking Stock' special to talk a reported ban on U.S. computer chip exports and its impact on semiconductor stocks.

Persons: Patrick, Patrick Moorhead Patrick Organizations: Patrick Moorhead, Moor Locations: China

☆ 'Micron is being squeezed' between the U.S. and China's ongoing conflict: analyst Patrick Moorhead
▼ + stars: | 2023-06-16 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Micron is being squeezed' between the U.S. and China's ongoing conflict: analyst Patrick MoorheadPatrick Moorhead, Founder, CEO and Chief Analyst at Moor Insights & Strategy, joins 'Closing Bell Overtime' to talk Micron's China investments, the state of the semiconductor industry, and more.

Persons: Patrick, Patrick Moorhead Patrick Moorhead Organizations: Micron, U.S, Patrick Moorhead Locations: China

☆ Moor Insights’ Patrick Moorhead expects iPhone sales to take a hit in the future
▼ + stars: | 2023-05-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMoor Insights’ Patrick Moorhead expects iPhone sales to take a hit in the futureEvercore ISI’s Amit Daryanani, Moor Insights’ Patrick Moorhead and Pitt Capital’s Dan Eye, join 'Closing Bell: Overtime' to discuss Apple after the company reported better-than-expected earnings.

The Biden administration and CFIUS are pushing for a sale of TikTok in the US. The Chinese government could also block a TikTok sale outright before bidding kicks off. But the list of companies that would actually consider buying TikTok is small, experts told Insider. "I think Microsoft would be one of the only big money, big company possibilities." Ultimately, separating TikTok's US operations, whether in a sale to a big tech firm or a spin off, is complicated.

☆ Microsoft Windows 11 update puts AI-powered Bing front and center
▼ + stars: | 2023-02-28 | by ( Samantha Murphy Kelly | ) edition.cnn.com time to read: +4 min

(A preview version of the AI tool remains available on a limited basis.) Last year, Microsoft unveiled several AI-powered Windows 11 features, such as quieting background noise like lawnmowers and baby cries on video calls and automatic framing so the camera follows the speaker’s movements. A look at the new Bing on Windows 11 MicrosoftThe Bing integration is just one of several notable updates coming to Windows 11. Apple users will now be able to receive iOS alerts and messages directly on their Windows 11 devices, potentially chipping away at Apple’s closed ecosystem. It’s also adding a Recent Websites feature that allows users to transfer their browser sessions from their smartphone to their Windows PC.

☆ Growing demand for computing and AI bode well for high-end semiconductors, says Patrick Moorhead
▼ + stars: | 2023-01-30 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGrowing demand for computing and AI bode well for high-end semiconductors, says Patrick MoorheadMoor Insights & Strategy's Patrick Moorhead discusses the outlook for the semiconductor sector.

☆ Apple CEO Tim Cook's slow, steady leadership style may turn out to be the exact antidote to the carnage sweeping the tech sector
▼ + stars: | 2023-01-20 | by ( Paayal Zaveri | ) www.businessinsider.com time to read: +4 min

Apple is now the only major tech giant that hasn't conducted mass layoffs recently. Apple is in a different position than its peers because it has been more strategic about its growth. Wall Street hopes that CEO Tim Cook's pragmatic approach puts Apple in a better spot. Apple is in a different, stronger position, though, industry analysts tell Insider — a position that they say validates CEO Tim Cook's pragmatic approach to growth. Lastly, another hallmark of Cook's strategy is that Apple doesn't have a history of pouring money into risky, whimsical side projects.

☆ TikTok's future is uncertain. This is how it could avoid a ban.
▼ + stars: | 2022-12-29 | by ( Paayal Zaveri | ) www.businessinsider.com time to read: +6 min

At the same time government bans on TikTok are raising questions about a full on ban for US consumers. Moorhead says TikTok will likely need to open up more scrutiny to avoid a total consumer ban. Logistically, to completely ban TikTok, the government needs to cite a specific law TikTok is breaking. That's what happened when India banned TikTok, citing a law that allowed India to block websites and apps "in the interest of sovereignty and integrity of India, after a geopolitical dispute between India and China. Walling off data as a compromiseAnalysts said that one compromise could be stricter rules around how TikTok data in the US is shared and stored.

☆ Every C-suite person I talk to is trying to get out of China, says Moor Insights & Strategy's Patrick Moorhead
▼ + stars: | 2022-11-07 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEvery C-suite person I talk to is trying to get out of China, says Moor Insights & Strategy's Patrick MoorheadMoor Insights & Strategy Founder Patrick Moorhead joins 'TechCheck' to discuss the cost and logistical concerns of Apple relocating its manufacturing outside of China, the company's warning about stalling iPhone production in China and the labor needs necessary to assemble iPhones.

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