The Compute 100: Timothy Arcuri, Managing Director at UBS
Today’s guest is Timothy Arcuri, Managing Director at UBS.
Timothy leads UBS' Equity Research efforts in semiconductors and semiconductor equipment in the US region. A former process engineer, Tim began his Wall Street career in 1998 and has spent nearly three decades studying chipmakers and their supply chains.
Timothy has been covering the semiconductor landscape for over 20 years. His expertise is unmatched.
Across the compute stack, we discuss:
- The power and revenue needed to support semiconductor growth expectations
- Who will pay a premium for faster inference
- How hyperscalers…
The skinny
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