全球存储、半导体设备与 AI 供应链展望-Global Memory, Semi Cap and AI Supply Chain Outlook

February 3, 2026 12:34 PM GMT OVERVIEW Equity analyst Lee.Simpson@morganstanley.com +44 20 7425 3378 Nigel van Putten Equity analyst Nigel.Putten@morganstanley.com +44 20 7425-2803 MORGAN STANLEY TAIWAN LIMITED + Charlie Chan Equity analyst Charlie.Chan@morganstanley.com +886 2 2730-1725 Global Technology Webcast M O R G A N S T A N L E Y R E S E A R C H Global Memory, Semi Cap and AI Supply Chain Outlook Europe MORGAN STANLEY & CO. INTERNATIONAL PLC+ Shawn Kim Equity analyst Shawn.kim@morganstanley.com +44 ...