TPU、GPU 及存储芯片需求持续强劲，但智能手机与 PC 半导体面临更多下行压力-Further Strength in TPU, GPU and Memory, but more downside in Smartphone and PC semis

February 9, 2026 06:52 PM GMT Greater China Semiconductors | Asia Pacific Further Strength in TPU, GPU and Memory, but more downside in Smartphone and PC semis Lucas Wang Research Associate Morgan Stanley Asia Limited+ Ethan Jia Research Associate Ethan.Jia@morganstanley.com +852 3963-2287 Greater China Technology Semiconductors Asia Pacific Industry View Attractive Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the ...