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<Research>M Stanley: CN Wafer Foundry Capacity & Chip Supply to Meet Core Sovereign Needs Around 2028
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China has made substantial progress in alleviating bottlenecks in equipment and wafer foundry over the past 12 months, Morgan Stanley published a research report saying. It is expected that, under policy support, China's wafer foundry capacity and chip supply will meet core sovereign needs around 2028. The broker remained optimistic about China's AI semiconductor supply chain, including SMIC (00981.HK), NAURA (002371.SZ) and ASMPT (00522.HK), as well as AI chip investments that help strengthen the strategic layout of Chinese internet platforms. AASTOCKS Financial News Website: www.aastocks.com |
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