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Top related persons:
Morgan Stanley - 2 — CNBC's Michael Bloom - 2 TSMC - 2 Baird - 2 Wei - 2 Gaudi - 1 Alchip - 1 Wistron - 1
Top related locs:
Taiwan United States Japan Kikuyo Kikuchi Kumamoto prefecture Taiwan's CoWoS
Top related orgs:
Nvidia - 3 Intel - 2 Microsoft - 2 Citi - 2 Taiwan Semiconductor - 2 CNBC - 2 Apple - 2 Nvidia Corp - 2

Search resuls for: "CoWoS"


6 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
☆ TSMC considering advanced chip packaging capacity in Japan, sources say
  + stars: | 2024-03-18 | by ( ) www.cnbc.com   time to read: +1 min
Worker walks outside the new semiconductor plant by Japan Advanced Semiconductor Manufacturing Company (JASM), a subsidiary of Taiwan's chip giant TSMC, in Kikuyo of the Kikuchi district, Kumamoto prefecture. Taiwan's TSMC is looking at building advanced packaging capacity in Japan, according to two sources familiar with the matter, a move that would add momentum to Japan's efforts to reboot its semiconductor industry. Taiwan's TSMC is looking at building advanced packaging capacity in Japan, according to two sources familiar with the matter, a move that would add momentum to Japan's efforts to reboot its semiconductor industry. One option the chipmaking giant is considering is bringing its chip on wafer on substrate, or CoWoS, packaging technology to Japan, according to one of the sources who was briefed on the matter. Demand for advanced semiconductor packaging has surged globally in tandem with the artificial intelligence boom, spurring chipmakers including TSMC, Samsung Electronics and Intel , to boost capacity.
Persons: TSMC Organizations: Japan Advanced Semiconductor Manufacturing Company, Taiwan Semiconductor Manufacturing, TSMC, Samsung Electronics, Intel Locations: Japan, Kikuyo, Kikuchi, Kumamoto prefecture, Taiwan's, Taiwan
☆ This could be the next major bullish catalyst for AI darling Nvidia
  + stars: | 2023-10-08 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
A new chip from Nvidia could prove the next major catalyst for the artificial intelligence darling in 2024, according to Wall Street analysts. Even so, Wall Street remains bullish on the chipmaker, with about 85% of analysts holding a buy rating on the stock, and the average price target implying 43% upside from Friday's close. While the launch of the next-generation chip known as Blackwell isn't expected until 2024, Wall Street analysts are already bracing for the debut to drive significant growth at Nvidia, which already dominates the AI market. The chip is also slated to carry a higher average selling price and better performance than Nvidia's current H100 model. Piper Sandler's Harsh Kumar called the product the "next-gen compute GPU product" for AI and high performance computing.
Persons: Jensen, Blackwell isn't, Atif Malik, Piper Sandler's Harsh Kumar, John Vinh, Vinh, — CNBC's Michael Bloom Organizations: Nvidia, Wall Street, Citi, Taiwan Semiconductor, KeyBanc Locations: CoWoS, 2H24, 4Q24
☆ Here are Monday's biggest analyst calls: Apple, Amazon, Nvidia, Disney, Salesforce, Palo Alto & more
  + stars: | 2023-08-21 | by ( Michael Bloom | ) www.cnbc.com   time to read: +5 min
Goldman Sachs reiterates Palo Alto Networks as buy Goldman said it's standing by its buy rating on the stock following its earnings report on Friday evening. Citi reiterates Snowflake as buy Citi said it's sticking with its buy rating heading into earning later this week. Bank of America reiterates Amazon as buy Bank of America said Amazon continues to gain share. Bank of America reiterates Walmart as buy Bank of America said Walmart is better positioned in the current environment over Target. Bank of America reiterates Salesforce as buy Bank of America said Salesforce is the "next quality GARP stock."
Persons: Goldman Sachs, Goldman, Snowflake, Morgan Stanley, Jefferies, Read, Tim Hortons, Burger King, Patrick Doyle, Salesforce, Baird, it's, Raymond James, Marvell, Scott Mlyn Organizations: Credit Suisse, Disney, Networks, Citi, Taiwan Semiconductor, Bank of America, of America, China, Volkswagen, VW, JPMorgan, Brands, Restaurant Brands, " Bank of America, Walmart, Nvidia, Live Nation Entertainment, CNBC Locations: New York
☆ Wall Street gets more bullish on Nvidia (again). Where Jim Cramer stands going into earnings
  + stars: | 2023-08-21 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com   time to read: +8 min
Besides Apple (AAPL), Nvidia is the only other Club stock to get Jim's "own it, don't trade it" designation. There's no doubt technology giants in the world's second-largest economy want Nvidia's chips to build out their AI systems. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.
Persons: Jim Cramer, I'm, Baird, KeyBanc, Piper Sandler, FactSet, Wei, Biden, Colette Kress, Jim Cramer's, Jim, Hsun Huang, Patrick T Organizations: Nvidia, Apple, HSBC, Barclays, Microsoft, Taiwan Semiconductor Manufacturing Company, Financial, Citigroup, Wall Street Journal, CNBC, Nvidia Corp, Mobile, Fallon, Bloomberg, Getty Locations: China, Washington, U.S, Los Angeles , California
☆ Driven by AI boom, TSMC to invest $2.9 bln in advanced chip plant in Taiwan
  + stars: | 2023-07-25 | by ( Sarah Wu Yimou Lee | Sarah Wu | Yimou Lee | ) www.reuters.com   time to read: +2 min
TAIPEI, July 25 (Reuters) - Driven by a surge in demand for artificial intelligence, Taiwanese chip maker TSMC (2330.TW) plans to invest nearly T$90 billion ($2.87 billion) in an advanced packaging facility in northern Taiwan, the company said on Tuesday. "To meet market needs, TSMC is planning to establish an advanced packaging fab in the Tongluo Science Park," the company said in a statement. For advanced packaging, especially TSMC's chip on wafer on substrate (CoWoS), capacity is "very tight," Wei said after the company reported a 23% fall in second-quarter profit. Even as the leading Apple (AAPL.O) supplier ramps up its expansion abroad, it plans to keep its most advanced chip technology in Taiwan, a global powerhouse in manufacturing semiconductors that power everything from smartphones to electric vehicles. ($1 = 31.3230 Taiwan dollars)Reporting by Sarah Wu and Yimou Lee; Editing by Kim Coghill and Jamie FreedOur Standards: The Thomson Reuters Trust Principles.
Persons: TSMC, C.C, Wei, chipmaker, Sarah Wu, Yimou Lee, Kim Coghill, Jamie Freed Organizations: Nvidia Corp, Devices, Apple, Thomson Locations: TAIPEI, Taiwan, Miaoli
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