'Taiwan chipmakers see promising demand for AI HPC chips' -DigiTimes Alert
Portfolio Pulse from Benzinga Newsdesk
Taiwanese chipmakers are expecting a surge in demand for AI HPC processors from US-based fabless vendors like AMD, Broadcom, Marvell, and Nvidia, as well as increased demand from China.
June 12, 2023 | 12:18 pm
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POSITIVE IMPACT
AMD may benefit from the surge in demand for AI HPC processors from Taiwanese chipmakers.
As a US-based fabless vendor, AMD is expected to benefit from the increased demand for AI HPC processors. This could lead to higher sales and potentially a positive impact on their stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Broadcom may benefit from the surge in demand for AI HPC processors from Taiwanese chipmakers.
As a US-based fabless vendor, Broadcom is expected to benefit from the increased demand for AI HPC processors. This could lead to higher sales and potentially a positive impact on their stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Nvidia may benefit from the surge in demand for AI HPC processors from Taiwanese chipmakers.
As a US-based fabless vendor, Nvidia is expected to benefit from the increased demand for AI HPC processors. This could lead to higher sales and potentially a positive impact on their stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80