摩根士丹利：Investor Presentation-全球人工智能半导体需求与供应链

Investor Presentation | Asia Pacific Asia Summer School: Tech Diffusion: Global AI Semi Demand and Supply Chain June 9, 2025 09:33 AM GMT As AI reshapes our daily life, the semiconductor industry faces unprecedented demand and even geopolitical tensions. In this session, we will provide an overview of the evolving global AI semi market, including the critical dynamics of the supply chain and China's accelerated AI localization push. | M | Charlie Chan | Foundation | | --- | --- | --- | | June 9, 2025 09:33 ...