Reported 12 months ago
Morgan Stanley recently held a 'Taiwan Trip' with heavyweight analysts from the U.S., U.K., Japan, etc., coming together in Taiwan to assess and compile seven conclusions. They are optimistic about the prospects of Taiwan Semiconductor (2330), King Yuan Electronics (2449), Sunplus Technology (5274), MediaTek (2454), and Elan Microelectronics (5269) in the second half of the year, rating them all as 'outperforming the market'. Morgan Stanley also reiterated positive views on Nvidia's prospects and other major Taiwanese GPU supply chain firms, emphasizing their outperformance.
Source: YAHOO