Reported 12 months ago
Morgan Stanley recently conducted large-scale roadshows in various Asian regions, meeting with over a hundred major institutional investors. In response to client feedback, investors are highly focused on eight issues related to artificial intelligence (AI). Pertaining to the Taiwanese supply chain, Morgan Stanley endorsed eight stocks including TSMC, MediaTek, ASMC-KY, and Creative, giving them a rating of 'outperforming the market'. The top eight issues of concern to Asian institutional investors include Chinese AI demand, Chinese AI smart machines, NVIDIA GPU testing time, AI PC semiconductors, niche memory prices, Chinese wafer factory equipment (WFE) and mature process, analog IC industry, and special application IC industry (ASIC).
Source: YAHOO