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Kirkland Capital: Critical to prove AI productivity
  + stars: | 2024-10-09 | 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 EmailKirkland Capital: Critical to prove AI productivityKirk Yang, Chairman and CEO at Kirkland Capital talks about the AI race in semiconductors.
Persons: Kirk Yang Organizations: Kirkland, Kirkland Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHon Hai's fundamentals aren't 'very strong,' says financial services firmKirk Yang of Kirkland Capital discusses Hon Hai's results and says its fundamentals are "not very strong. There's no growth from [the] sales and profit perspective."
Persons: Kirk Yang, Hai's Organizations: Kirkland Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTaiwan: A PC upgrade cycle could help the semiconductor industry, says financial services firmKirk Yang, chairman and CEO of Kirkland Capital, discusses the outlook for Taiwan's semiconductor industry in the wake of its elections.
Persons: Kirk Yang Organizations: Taiwan, Kirkland Capital
Kirkland Capital discusses chips industry, Nvidia and TSMC
  + stars: | 2023-05-31 | 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 EmailChips industry: Nvidia the only company doing well from A.I. exposure, says financial services firmKirk Yang of Kirkland Capital says "in Taiwan … the major revenue still comes from PC and smartphone sectors," which are still going through inventory corrections.
Persons: Kirk Yang, Kirkland Organizations: Nvidia, Kirkland Capital Locations: Taiwan
Here are the notable stocks making moves after hours on Thursday, Feb. 2. Apple — The consumer tech stock tumbled 4% in extended trading after the company reported weaker-than-expected results for its fiscal first quarter. The company reported $1.88 in earnings per share on $117.15 billion of revenue. Amazon reported $149.20 billion in revenue for the quarter, above the $145.42 billion expected, according to Refinitiv. The company reported a 2% decline in comparable transactions year over year, thanks in part to weakness in China.
"Chinese companies are getting pretty competitive for iPhone assemblers. More mainland Chinese electronics manufacturing companies are set to take away market share from Taiwanese counterparts such as Foxconn and Pegatron , an investment fund manager said. "Chinese companies are getting pretty competitive for iPhone assemblers. "So that's why eventually, you are going to see more and more Chinese companies taking market share away from Taiwanese electronic companies," Yang added. That comes after Foxconn posted record unaudited revenue in 2022 and reported that output at its iPhone plant in China had "basically returned to normal."
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHon Hai has 'no choice' but to offer bonuses to retain workers in China: Financial services firmKirk Yang of Kirkland Capital says it's been "very difficult" to retain factory workers in China because of the Covid situation there.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple iPhone production will not be badly affected by Zhengzhou's Covid situation, analyst saysKirk Yang of Kirkland Capital says that even with potential disruptions from the Covid-19 situation in Zhengzhou, China there is enough stock to meet demand.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe remain cautious on the Taiwan and global semiconductor sector, says financial services firmKirk Yang of Kirkland Capital says the problem used to be on the supply side, but the problem now is on the demand side.
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