TSMC & Morgan Stanley

TSMC: TSMC's stock gained, contributing to the rise in Taiwan's Taiex, reflecting the positive impact of the AI boom on major chipmakers.

Morgan Stanley: Morgan Stanley's strategist, Michael Wilson, offered an optimistic outlook on the market, suggesting the recent correction was healthy.

TSMC: TSMC, a supplier to Nvidia, represents 40% of the Taipei stock market due to high demand for AI chips.

Morgan Stanley: Morgan Stanley provided estimates on big tech's spending on data centers, highlighting the significant investment in AI infrastructure.

TSMC: TSMC is a major semiconductor manufacturer that likely produces components for Nvidia's platforms, benefiting from increased production demands, though not explicitly mentioned in the context of Vera Rubin production in these articles.

Morgan Stanley: Morgan Stanley provided estimates on the increasing cost share of memory in AI platforms, highlighting the growing financial significance of HBM.