大中华区半导体行业 - 云计算半导体需求因人工智能和非人工智能领域而好于预期-Greater China SemiconductorsCloud Semis Demand Upside from Both AI and Non AI
2025-09-17 01:51
September 16, 2025 10:15 PM GMT | M September 16, 2025 10:15 PM GMT Greater China Semiconductors Asia Pacific Cloud Semis: Demand Upside | Morgan Stanley Taiwan Limited+ Daniel Yen, CFA Equity Analyst Daniel.Yen@morganstanley.com | Idea +886 2 2730-2863 | | --- | --- | --- | | | Charlie Chan | | | from Both AI and Non AI | Charlie.Chan@morganstanley.com | +886 2 2730-1725 | | | Equity Analyst | | Greater China Semiconductors | Asia Pacific Cloud Semis: Demand Upside from Both AI and Non AI We expect ongoing ...