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2024-04-25 16:15:00 ET Summary The current generative AI boom is driven by a spectacular increase in the capacity of microchips. A web of servers can perform calculations on these extremely large datasets. We discuss the spectacular innovations giving rise to Nvidia as a leadi...
2024-04-25 13:07:43 ET Summary Memory companies are facing low yield rates in their race to pass qualification tests for NVIDIA's next-gen AI GPUs. Samsung may become the sole supplier of 12-layer HBM products for Nvidia, as SK Hynix's 12-layer product is encountering process issu...
2024-04-25 12:20:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron New Asia Fund gained 6.36% (Institutional Shares) during the first quarter of 20...
2024-04-25 11:15:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Emerging Markets Fund gained 2.50% (Institutional Shares) during the first quart...
2024-04-25 08:30:00 ET Summary Polaris Capital Management, LLC is a leading global value equity manager, serving the investment needs of institutions and individuals since 1995. Polaris has one of the longest global and international equity track records of any firm presently in opera...
2024-04-25 08:00:00 ET Summary Polaris Capital Management, LLC is a leading global value equity manager, serving the investment needs of institutions and individuals since 1995. Polaris has one of the longest global and international equity track records of any firm presently in opera...
2024-04-25 05:55:31 ET The U.S. Department of Commerce has reached a preliminary agreement with Micron ( NASDAQ: MU ) to provide up to ~$6.14B in direct funding under the CHIPS and Science Act.... Read the full article on Seeking Alpha For further details see: Mi...
2024-04-25 03:00:00 ET Summary Artisan Partners is an independent investment management firm focused on providing high value-added, active investment strategies to sophisticated clients globally. The Artisan Developing World Fund returned 11.09% for the quarter ended March 31, 202...
2024-04-24 15:22:10 ET More on Taiwan Semiconductor Taiwan Semiconductor Stock: Still Riding AI Boom With Strong Guidance Is Taiwan Semiconductor A Buy After Q1 2024 Earnings Outperformance? Taiwan Semiconductor Manufacturing Co Ltd (TSM) Q1 2024 Earnings Call Transc...
2024-04-24 12:41:22 ET Summary Micron Technology, Inc. is set to benefit from a U.S. government grant, which will boost its competitive stance in high-margin, high-demand areas such as AI applications. The company's recent developments in AI DRAM utilization and partnerships with ...
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