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Top related persons:
Stephanie Niven - 1 Niven - 1 CNBC's - 1 Brian Chin - 1 FactSet - 1
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California
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Corp - 1 Nvidia - 1 Ninety - 1 KLA Corp - 1 Sustainable Equity - 1 KLA - 1 Wall - 1 Analysts - 1

Search resuls for: "Brian Chin"


2 mentions found


☆ This under-the-radar chip stock is in Nvidia's supply chain and profiting from AI boom, fund manager says
  + stars: | 2024-03-11 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
KLA Corp could be a lesser-known semiconductor equipment company to profit from the AI boom, according to fund manager Stephanie Niven. KLA is known for making semiconductor manufacturing equipment used in a process known as "yield management." KLAC 1Y line While not a headline AI stock itself, Niven, global sustainable equity portfolio manager at Ninety One, said KLA plays a critical supporting role in enabling AI capabilities. "[KLA] is a semiconductor equipment maker, and it leans into the supply chain of AI," Niven told CNBC's "Squawk Box Europe" Friday. KLA has generated impressive returns amid the AI semiconductor upswing.
Persons: Stephanie Niven, Niven, CNBC's, Brian Chin, FactSet Organizations: Corp, Nvidia, Ninety, KLA Corp, Sustainable Equity, KLA, Wall, Analysts, Intel, Samsung Locations: California
☆ Wall Street is looking at the positive side of Samsung’s 96% profit drop, production cuts. Here's why
  + stars: | 2023-04-10 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Samsung's plan to cut memory chip production signals a potentially sooner-than-expected recovery for the broader memory chip market, according to Wall Street. Investors seemed to laud the news, sending shares of Micron Technology and Western Digital up about 8% each on Monday. Citi analyst Christopher Danely called the news a "huge positive" for the dynamic random access memory, or DRAM, industry. But while the cuts from Samsung should help ease some pricing pressures, caveats persist, with Morgan Stanley's Joseph Moore expecting a "fairly muted" upturn from the production cuts and slow margin recovery even in 2024. "Investors are much more excited than industry contacts around this, given obvious green shoots implied from production cuts," he wrote.
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