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摩根士丹利:全球背景下中国人工智能半导体发展;台积电前瞻
摩根· 2025-07-09 02:40
July 7, 2025 07:58 PM GMT Investor Presentation | Asia Pacific Tuesday TMT Webcast: China's AI Semi Development in a Global Context; TSMC Preview | M | | | | --- | --- | --- | | | | Update | | July 7, 2025 07:58 PM GMT | | | | Investor Presentation Asia Pacific | Morgan Stanley Taiwan Limited+ | | | | Charlie Chan | | | | Equity Analyst Charlie.Chan@morganstanley.com | +886 2 2730-1725 | | Tuesday TMT Webcast: China's | Daniel Yen, CFA | | | | Equity Analyst | | | AI Semi Development in a | Daniel.Yen@morga ...
摩根士丹利:全球背景下的中国人工智能半导体发展
摩根· 2025-06-19 09:47
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 ...
Nvidia(NVDA) - 2026 Q1 - Earnings Call Transcript
2025-05-28 22:02
NVIDIA (NVDA) Q1 2026 Earnings Call May 28, 2025 05:00 PM ET Company Participants Toshiya Hari - VP of Investor Relations & Strategic FinanceColette Kress - EVP & CFOJensen Huang - Founder, President and CEOJoseph Moore - Managing DirectorVivek Arya - Managing DirectorCJ Muse - Senior Managing DirectorBen Reitzes - Managing Director – Head of Technology ResearchTimothy Arcuri - Managing DirectorJake Wilhelm - Vice President Operator Good afternoon. My name is Sarah, and I will be your conference operator to ...