Reported 12 months ago
Morgan Stanley recently conducted a large-scale roadshow in various Asian locations, meeting with over a hundred major institutional investors. They highlighted eight key issues that Asian institutional investors are most concerned about, including AI demand in mainland China, AI smart machines, NVIDIA's GPU test time, AI PC semiconductors, niche memory prices, mainland China's wafer factory equipment and mature processes, analog IC industry, and special application IC industry. Morgan Stanley specifically recommended stocks such as TSMC, MediaTek, UMC, and more in the Tai Chi electronic supply chain, giving them a 'better than market' rating, while others like Nanya Technology and Silergy were rated 'below market.' The article also discusses various developments and trends in the semiconductor industry, including the focus on AI technology and the performance of different chips in the market.
Source: YAHOO