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Top related persons:
There's - 1 That's Taiwan's - 1 Phelix Lee - 1 Lee - 1 Dan Kim - 1 Kim - 1 FactSet - 1 TSMC - 1
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Taiwan Semiconductor Manufacturing Company - 1 Nvidia - 1 CNBC - 1 Morningstar - 1 Saturna - 1

Search resuls for: "Dan Kim"


3 mentions found


☆ 14 analysts upgraded this global AI chip stock in the past 2 weeks
  + stars: | 2024-05-14 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
There's been so much love for one global chip stock that as many as 14 analysts upgraded it in the past two weeks. Based on a CNBC Pro FactSet screen, 14 analysts upgraded the stock in the past two weeks, and none downgraded it. Those covering the stock say they are optimistic in light of AI demand, among other factors. This "inefficiency" has been estimated to likely create an additional ~10% in equipment demand over time," Kim added. When it comes to AI, Kim also said that each large language model upgrade cycle requires roughly 100 times more in compute capacity upgrades.
Persons: There's, That's Taiwan's, Phelix Lee, Lee, Dan Kim, Kim, FactSet, TSMC Organizations: Taiwan Semiconductor Manufacturing Company, Nvidia, CNBC, Morningstar, Saturna Locations: U.S, China, Taiwan
☆ U.S. Commerce Dept. names financial sector, government experts to chips team
  + stars: | 2023-02-17 | by ( David Shepardson | ) www.reuters.com   time to read: +2 min
WASHINGTON, Feb 17 (Reuters) - The U.S. Commerce Department said Friday it is naming more than a dozen members to a team overseeing $52.7 billion in government funding to boost semiconductor manufacturing and research. The new team members include officials with experience managing large federal programs, experts from the semiconductor industry, and executives with financial sector experience, the department said. The department said Todd Fisher - a Commerce official who previously worked for nearly 25 years at KKR & Co. Inc - will serve as chief investment officer. The department plans to release its first Notice of Funding Opportunity this month, a key step to beginning the process of making funding awards. In September, Commerce Department chief economist Aaron "Ronnie" Chatterji was named White House Coordinator for CHIPS Implementation while former Treasury official Michael Schmidt was named Commerce Department CHIPS Program Office director.
☆ In a tech downturn, breakout stars of venture capital are going abroad to hunt for funding. Here's why.
  + stars: | 2022-11-14 | by ( Melia Russell | ) www.businessinsider.com   time to read: +9 min
The flow of capital motivated more investors to split from established firms and raise their own funds, but it hasn't always been easy. For years they've gone abroad to raise capital from limited partners, mostly wealthy individuals and family offices. This isn't new territory for international investors. He continues to use his personal wealth to back startups and venture funds mostly stateside, including Sequoia Capital, Andreessen Horowitz, and Brianne Kimmel's Worklife Ventures. Even those with ties to international investors may struggle to raise funds as fears of a global recession escalate.
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