One of the stocks named by the Wall Street bank has a 70% upside potential.
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.
Dell Technologies Inc Hewlett Packard Enterprise Co Lenovo Group Ltd Super Micro Computer Inc Taiwan Semiconductor Manufacturing Co Ltd Taiwan Semiconductor Manufacturing Co Ltd Alchip Technologies Ltd Wistron Corp Amazon.Com Inc Microsoft Corp Alphabet Inc Morgan Stanley Business News
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