2026-11-05 13:45:32
Morgan Stanley Upgrades 8 Taiwan Suppliers on AMD Server CPU Growth, Downgrades 4 PC-Linked Stocks
According to Morgan Stanley Securities, the brokerage issued a report on November 5 outlining divergent outlooks for Taiwan-listed suppliers based on AMD's earnings and market dynamics. The report indicates that while PC market demand faces contraction—with AMD predicting 2027 global PC shipments wi