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Top related persons:
Goldman Sachs - 3 there's - 2 — CNBC's Michael Bloom - 2 BofA - 1 Microsoft's OpenAI - 1 Unimicron - 1 Carlos Casanova - 1 Warren Buffett - 1
Top related locs:
Taiwan Asia Big Greater China HONG KONG TAIPEI Ukraine Taiwan Strait
Top related orgs:
Nvidia - 2 Microsoft - 2 Google - 2 Big U.S - 1 Global - 1 Semiconductors - 1 Nasdaq - 1 Union Bancaire - 1

Search resuls for: "Unimicron"


6 mentions found


☆ Nvidia's partners and more: BofA picks key global stocks along the AI supply chain
  + stars: | 2024-03-27 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
But many smaller firms along the global AI supply chain also stand to benefit. It has worked with Google for over a decade, thanks to its ability to produce highly customized server design, BofA noted. With rising AI server applications and GPU supply, it expects the AI server GPU baseboard business to account for 3% to 6% of Wistron's total sales in 2024 and 2025. Hardware tech Hardware tech such as printed circuit boards are the upstream parts of the AI server supply chain. In addition, its partnership with Nvidia in automotive AI should widen its AI opportunities, BofA noted.
Persons: BofA, there's, Microsoft's OpenAI, Unimicron, — CNBC's Michael Bloom Organizations: Big U.S, Nvidia, Microsoft, Global, Google, Semiconductors Locations: Big, Taiwan, Greater China, Asia
☆ Foreign investors stream into Taiwan as AI stocks beckon
  + stars: | 2023-07-21 | by ( Georgina Lee Faith Hung | Georgina Lee | Faith Hung | ) www.reuters.com   time to read: +5 min
HONG KONG/TAIPEI, July 21 (Reuters) - Investors are putting aside geopolitical tensions to pile in to Taiwan stocks, with foreign inflows the biggest in years, thanks to soaring artificial intelligence and chipmaking stocks. Rather, investors say it's all the more sturdy as the bogged-down conflict deters Chinese action and risks can be managed by keeping positions liquid with one eye on a possibly quick exit. "A potential escalation of events in the Taiwan Strait down the line is less relevant for these investors," he said. "So that makes Taiwan’s AI supply chain very attractive for foreign investors, and we believe their fund inflows will continue to be strong throughout the year." Investors say Taiwan's market is uniquely positioned to benefit because it is exposed to the sector's growth from applications to components, where demand is rebounding.
Persons: Carlos Casanova, Warren Buffett, we've, Frank Benzimra, Hai, Andrew Swan, Goldman Sachs, Clarence Chan, Summer Zhen, Kim Coghill Organizations: Nasdaq, Union Bancaire, Taiwan Semiconductor Manufacturing, Societe Generale ., Accton Technology, Hai Precision Industry, Wistron Corp, Alchip Technologies, Ark Investment Management, Vanguard, PineBridge Investments, Mellon Investment Management, Thomson Locations: HONG KONG, TAIPEI, Taiwan, Asia, Ukraine, Taiwan Strait, China, Taipei, Japan, PineBridge Investments Asia, Alchip, Asia Pacific, Hong Kong
☆ Goldman Sachs issues its verdict on generative A.I. and names top stocks to play it
  + stars: | 2023-07-07 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
Goldman Sachs says the recent surge in artificial intelligence stocks is not just hype but is driven by genuine potential in the new technology. Goldman's analysts dismissed some of those concerns and said companies like Nvidia and Microsoft are still trading at reasonable multiples. Stocks exposed to A.I. The analysts also highlighted stocks exposed to the AI trend, including Microsoft , Alphabet , and Amazon , leveraging their vast computing infrastructures to commercialize AI on a grand scale. According to Goldman Sachs, companies like Meta Platforms, Salesforce, Adobe, ServiceNow, Intuit, Capgemini, Pearson, London Stock Exchange Group, and Relay Therapeutics were also exposed to the AI theme.
Persons: Goldman Sachs, ChatGPT, Kash Rangan, Bubbles, Eric Sheridan, Sheridan, Stocks, Pearson Organizations: Robotics, Artificial Intelligence, Street, upstarts, Microsoft, Google, Nvidia, Wall, Marvell Technology, TSMC, Unimicron Technology, Adobe, Intuit, Capgemini, London Stock Exchange Group, Therapeutics
☆ Goldman Sachs is bullish on these 5 stocks in a corner of A.I. — giving one 140% upside
  + stars: | 2023-06-08 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Goldman Sachs is bullish about generative artificial intelligence: It expects it will drive upside in the broader S & P 500 — and one specific corner of tech. An AI-fueled rally has already brought the S & P 500 to highs this year, but Goldman predicts there's going to be further upside. Thanks to demand for generative AI, supply of AI server equipment is likely to get a boost in the next couple of years, Goldman Sachs said in a separate report on June 1. Currently, there are around 150,000 units of generative-related AI server shipment this year — around 1% of total server shipment, according to the bank. It named buy-rated Unimicron , giving it a price target of 235 Taiwanese dollars, or upside of around 33%, as well as Kinsus (price target of 180 Taiwanese dollars, or 55% upside), Taiwan Union Technology (price target of 93 Taiwanese dollars, or 22% upside) and Elan Microelectronics (price target of 250 Taiwanese dollars, or 141% upside).
Persons: Goldman Sachs, Goldman, there's, — CNBC's Michael Bloom Organizations: Gold, Electronics, Taiwan Union Technology, Elan Microelectronics Locations: Taiwan
☆ Goldman Sachs reveals outlook for Greater China tech – and names its top picks for 2023
  + stars: | 2022-12-19 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
One segment of the stock market that has been particularly beaten down is the tech sector. Goldman Sachs , however, has a mixed outlook on the sector for 2023. In a note titled "Greater China Tech: Demand outlook by sub-sectors; key indicators and top picks for 2023" on Dec. 9, the bank shared its outlook and top stock picks for the various sub-sectors. Goldman's top picks in the automotive software segment include ThunderSoft, Desay and ArcSoft Corp, while the bank's top pick in the cybersecurity software segment is Beijing Venustech. Smartphones Goldman expects growth in the smartphones segment to remain flattish in 2023, driven by soft shipments in China.
☆ Analysts think these November winners can rally further — and give 2 more than 160% upside
  + stars: | 2022-12-06 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
The stock is buy rated by about 70% of analysts covering it, who give it average upside of 164.3%. Meanwhile, shares in Warren Buffett-backed BYD were up just 9% in November, but analysts think the stock could rally 68.4% looking ahead. Tech stocks A slew of Chinese tech stocks made the screen too, including Alibaba and Tencent . Analysts are bullish on Alibaba, with 89% of analysts holding a buy rating on the stock and giving it average upside of 39%. Andrew Maynard, head of equities at investment bank China Renaissance, believes Chinese Big Tech stocks such as Alibaba and Tencent are "incredibly cheap."
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