Unfazed by the record-breaking fall, Morgan Stanley listed Taiwan Semiconductor as its preferred stock, stating that the valuation is attractive after the sell-off.
Morgan Stanley analyst is bullish on Taiwan Semiconductor's quality and defensiveness, stating that rising prices and continued strength in AI capital expenditures are key catalysts for the stock. On Monday, Taiwan Semiconductor's stock price fell nearly 10% in Taiwan, and its US stock price fell nearly 11% in early trading, but fell nearly 1.3% and rose nearly 2% after hours.
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JPMorgan detailed the "Nvidia chip issue": What is the problem? How long is the delay? What is the impact on Taiwan Semiconductor?
JPMorgan believes that the increase in GB200 production capacity will slow down in the second half of 2024, but is expected to expand significantly in 2025. Although there will be production challenges in the early stages, it is expected that the Blackwell-related GPU shipment volume will still reach about 4.5 million units in 2025. It is expected that Taiwan Semiconductor's revenue will remain relatively stable.
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