Forget Nvidia: Morgan Stanley says Intel's much-hyped AI chip will boost 3 global stocks

The launch of Intel 's latest artificial intelligence chip is expected to benefit three global semiconductor companies, according to Morgan Stanley. Intel unveiled its third-generation AI accelerator, Gaudi 3 , earlier this month. The semiconductor giant said the latest chip is twice as power-efficient and can run AI models one-and-a-half times faster than Nvidia's H100 GPU – the flagship product from the current AI chip market leader.

The fabrication of Gaudi 3 chips will be handled by TSMC using its latest-generation 5-nanometer process, while Alchip is expected to be the key beneficiary in the semiconductor supply chain by providing design services for both Gaudi 2 and Gaudi 3. Wistron is expected to be the main baseboard supplier.

대한민국 최근 뉴스, 대한민국 헤드 라인

Similar News:다른 뉴스 소스에서 수집한 이와 유사한 뉴스 기사를 읽을 수도 있습니다.

10 things to watch in the stock market Tuesday: Morgan Stanley beats, Nvidia callThe stock market is trying to stabilize after a couple of nasty days in a row as the attention shifts to corporate earnings
출처: CNBC - 🏆 12. / 72 더 많은 것을 읽으십시오 »

Q1 earnings buy list: Morgan Stanley picks Nvidia, Amazon and these 10 stocksQ1 earnings buy list: Morgan Stanley picks Nvidia, Amazon and these 10 stocks
출처: Investingcom - 🏆 450. / 53 더 많은 것을 읽으십시오 »

Forget Nvidia: Here are four stocks one investor is betting on insteadDavid Dietze of Peapack Private Wealth Management told investors to avoid the hype and seek out 'reasonable valuations instead.'
출처: CNBC - 🏆 12. / 72 더 많은 것을 읽으십시오 »