Reported 12 months ago
July 3, 2024, 4:10 PM Taipei News: The AI stock theme in the Taiwan Stock Market is temporarily consolidating, with Apple regaining the spotlight. Morgan Stanley Securities is focusing on Apple's next-generation AI server chips, adopting TSMC's 3D advanced packaging technology SoIC. Not only optimistic about TSMC as a key beneficiary of new business opportunities, but also positive about the future prospects of King Yuan Electronics, which has been upgraded by Lyon Securities. Morgan Stanley predicts Apple will use 2-nanometer process and SoIC by TSMC in producing more powerful Apple chips, possibly M5, for AI servers in 2026. They also mentioned Taiwan's King Yuan Electronics leading in pre-burning testing services and potential growth. Apple is planning to introduce M5 AI chips using 2nm process and SoIC packaging in 2025.
Source: YAHOO