Streetbeat News

WICOF

Wistron Corp

https://www.wistron.com

Industry

Electronic Computer Manufacturing

Open

N/A

Mkt cap

N/A

Volume

N/A

High

N/A

P/E Ratio

N/A

52-wk high

N/A

Low

N/A

Div yield

N/A

52-wk low

N/A

Intel's introduction of the Gaudi 3 AI chip is expected to benefit TSMC, Alchip, and Wistron significantly, with Morgan Stanley projecting a surge in demand. TSMC will fabricate the chips, Alchip will provide design services, and Wistron will supply baseboards. The demand for AI is driving TSMC's revenue growth, and Alchip's strategic relocation to Japan aligns with its involvement in Gaudi chips. Intel's stock, currently consolidating, may rise with the Gaudi 3 launch and resolution of supply issues by the second half of 2024.

Portfolio Pulse from Benzinga Neuro

April 24, 2024 | 11:52 am

Morgan Stanley predicts significant benefits for TSMC, Alchip, and Wistron from Intel's new AI chip, Gaudi 3. TSMC will fabricate the chip, Alchip will provide design services, and Wistron will supply baseboards. The demand for AI chips is expected to drive revenue growth for these companies, with Intel's Gaudi shipments potentially reaching 300-400k units in 2025, generating $2-3bn in revenue. TSMC and Alchip are considered long-term winners in the AI semiconductor market.

Portfolio Pulse from Benzinga Neuro

April 24, 2024 | 11:51 am

Bank of America is bullish on AI, spotlighting top supply chain stocks, including NVIDIA Corp (NASDAQ:NVDA) suppliers, as beneficiaries of the AI boom. BofA analysts emphasize the scarcity of AI/computing suppliers, boosting their value and bargaining power. Key stocks in the AI supply chain highlighted include server original design manufacturers Quanta Services (NYSE:PWR), Wistron (OTC:WICOF), and Foxconn Industrial Internet; hardware tech firms Unimicron and NYPCB; and semiconductor companies Alchip Techs (OTC:ALCPF), eMemory, and MediaTek. The AI computing industry's rapid growth is underscored by Nvidia's expansions into AI applications, collaborations with Johnson & Johnson and General Electric, and developments in humanoid robots.

Portfolio Pulse from Benzinga Neuro

March 27, 2024 | 2:56 am

Taiwanese stocks, particularly in the tech sector, have seen significant growth due to increasing demand for AI and semiconductor technologies. The Taiwan Weighted Index is expected to continue its upward trajectory, with Taiwan Semiconductor (TSM) leading the surge. Other companies like Quanta Computer (QUCCF) and Wistron (WICOF) have also seen substantial gains. This growth is attributed to global AI demand and a robust AI service manufacturing supply chain in Taiwan. Additionally, fixed asset investment post-elections and potential Fed cuts are contributing factors.

Portfolio Pulse from Benzinga Neuro

March 22, 2024 | 8:48 am

All corporate logos and prices are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.