Core Viewpoint - Semiconductor stocks in the US experienced a broad rally, with Micron Technology rising nearly 4%, Intel and TSMC increasing over 2%, and Broadcom gaining over 1%. Morgan Stanley highlighted strong demand for server and storage solutions, raising concerns about product supply for the entire year of 2026, and expects supply to remain tight in the coming quarters [1]. Group 1 - US semiconductor stocks saw significant gains, with Micron Technology up nearly 4% [1] - Intel and TSMC both increased by over 2% [1] - Broadcom experienced a rise of over 1% [1] Group 2 - Morgan Stanley noted strong demand for server and storage solutions [1] - There are concerns regarding product supply for the year 2026 [1] - Supply is expected to remain tight in the upcoming quarters [1]