Morgan Stanley: Market Underestimating Sustained AI Demand in 2027-2028, Also Underestimating TSMC's Pricing Power

BlockBeats News, June 30th, the wave of artificial intelligence capital expenditure is spreading from the GPU itself to a deeper supply chain including wafer foundries, advanced packaging, glass substrates, TPUs, and testing equipment. Morgan Stanley outlined a more complete AI hardware chain in four recent reports: Cloud providers such as Google are still significantly inc