摩根士丹利：半导体-来自中国台湾和北京的要点”

June 30, 2025 03:58 AM GMT Semiconductors Takeaways from Taiwan/Beijing We spent last week meeting industry contacts in Taiwan and Beijing. Generally, the supply chain lacks longer-term visibility, even in AI where we remain optimistic on next year. Key Takeaways NVDA supply chain strong near term, mixed longer term – though our long-term Industry View Attractive view remains more bullish. Near-term data points from several supply chain participants suggest strength in AI, but significant skepticism about 2 ...