摩根士丹利：全球背景下的中国人工智能半导体发展

Investor Presentation | Asia Pacific June 17, 2025 06:13 PM GMT Greater China Semiconductors: The China AI Semi Development in the Global Context As AI reshapes our daily life, the semiconductor industry faces unprecedented demand and even geopolitical tensions. In this session, we 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 | Equity Analyst | Foundation | | --- | --- | --- | | June 17, 2025 ...