半导体 - 半导体分销领域的投资者反馈-Greater China Semiconductors-Investor Feedback on Semi Distribution
2026-02-05 02:21
February 4, 2026 08:00 PM GMT Greater China Semiconductors | Asia Pacific Investor Feedback on Semi Distribution Morgan Stanley Asia Limited+ Daisy Dai, CFA Equity Analyst Daisy.Dai@morganstanley.com +852 2848-7310 Investors broadly agree with our thesis that semi distribution is entering a new phase of relevance driven by AI ASIC adoption and supply-chain complexity. Questions remain around margins, cyclicality, and relative positioning. Following our Semi Distribution – An Overlooked Segment to Play AI in ...