Morgan Stanley optimistic about AI semiconductor market: TSMC has strong certainty, ACM Research and Silicon Motion Technology have over 50% upside potential in target price

智通财经2026/10/09 14:07

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According to Odaily, in its latest report covering the Greater China semiconductor sector, Morgan Stanley gave the AI semiconductor industry chain an "attractive" sector rating. Among investable US equities, TSMC (TSM.US) was identified by Morgan Stanley as the most certain beneficiary. Together with ACM Research (ACMR.US) and Silicon Motion (SIMO.US), it forms the core portfolio benefiting from the expansion of AI computing power.

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