Memory Super Cycle
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投资者演示文稿 - 存储超级周期、SPE 与中国数据中心-Investor Presentation- Memory Super Cycle, SPE and China Data Centers
2025-11-04 01:56
November 3, 2025 04:25 PM GMT Investor Presentation | Asia Pacific Tetsuya Wadaki Equity Analyst Tetsuya.Wadaki@morganstanleymufg.com +81 3 6836-8890 Morgan Stanley Asia Limited+ M Foundation Tuesday TMT Webcast: Memory Super Cycle, SPE and China Data Centers Morgan Stanley & Co. International plc+ Shawn Kim Equity Analyst Shawn.Kim@morganstanley.com +44 20 7677-1018 Morgan Stanley MUFG Securities Co., Ltd.+ Yang Liu Equity Analyst Yang.Liu@morganstanley.com +852 2239-1911 Morgan Stanley appreciates your su ...
投资者演示_存储超级周期与 OCP 影响-Investor Presentation_ Memory Super Cycle and OCP Implications
2025-10-23 13:28
Not for redistribution without written consent of Morgan Stanley October 20, 2025 09:45 PM GMT Investor Presentation | Asia Pacific M Foundation Memory Super Cycle and OCP Implications | Morgan Stanley & Co. International plc+ | | | --- | --- | | Shawn Kim | | | Equity Analyst | | | Shawn.Kim@morganstanley.com | +44 20 7677-1018 | Tetsuya Wadaki Equity Analyst Tetsuya.Wadaki@morganstanleymufg.com +81 3 6836-8890 Morgan Stanley Taiwan Limited+ | Sharon Shih | | | --- | --- | | Equity Analyst | | | Sharon.Shi ...