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Top related persons:
Nam Hyung Kim - 3 TSMC - 1 Masters - 1 Nam - 1 Sung Kyu Kim - 1 Kim - 1 — - 1 Sheila Chiang - 1
Top related locs:
Asia Pacific HBM3 HBM3E
Top related orgs:
Arete Research - 3 Samsung - 2 SK Hynix - 2 Big Tech - 1 Nvidia - 1 South - 1 South Korean - 1 CNBC - 1

Search resuls for: "Nam Hyung Kim"


4 mentions found


☆ Samsung or SK Hynix? One Nvidia supplier is the better AI play, the pros say
  + stars: | 2024-05-06 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +4 min
Two stocks have dominated the memory chip market: Samsung and SK Hynix . SK Hynix is already the primary supplier of HBM3 chips to Nvidia's AI chipsets. SK Hynix Trent Masters, global portfolio manager at Alphinity Investment Management, says he prefers SK Hynix. Nam Hyung Kim, partner at Arete Research, also prefers SK Hynix, giving it a buy rating and Samsung a neutral rating. "[But I] also anticipate a buying opportunity on SK Hynix once it is adjusted due to intensifying competition in HBM3E," said Kim.
Persons: TSMC, Masters, Nam Hyung Kim, Nam, Sung Kyu Kim, Kim, —, Sheila Chiang Organizations: Big Tech, Nvidia, Samsung, SK Hynix, South, South Korean, CNBC, SK Hynix Trent Masters, Alphinity Investment Management, Micron, SK Hynix's, Arete Research, Daiwa Locations: Asia, Pacific, HBM3, HBM3E
☆ We think SK Hynix will be one of the biggest beneficiaries of AI growth, analyst says
  + stars: | 2024-01-25 | 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 EmailWe think SK Hynix will be one of the biggest beneficiaries of AI growth, analyst saysNam Hyung Kim, partner at Arete Research, says he has "no concern" about the South Korean memory chipmaker's underwhelming stock price after the release of its strong fourth-quarter earnings.
Persons: Nam Hyung Kim Organizations: SK Hynix, Arete Research
☆ Samsung has a window to regain market share from TSMC: Analyst
  + stars: | 2023-07-10 | 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 EmailSamsung has a window to regain market share from TSMC: AnalystNam Hyung Kim of Arete Research discusses what Samsung needs to focus on to make gains on its competitors.
Persons: Nam Hyung Kim Organizations: Samsung, Arete Research
☆ Expect Samsung to focus more on U.S. than China in terms of demand and supply, analyst says
  + stars: | 2023-04-06 | 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 EmailExpect Samsung to focus more on U.S. than China in terms of demand and supply, analyst saysNam Hyung Kim of Arete Research discusses how the company is managing U.S.-China tensions.
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