An Nvidia partner and more: Morgan Stanley names tech stocks set for a boost from Arm-based PC chips

The global semiconductor industry is set for a "transformation" — thanks to artificial intelligence PCs loaded with chips developed by British chip designer Arm , according to Morgan Stanley. That's because more powerful PCs are needed to run AI applications. Morgan Stanley noted that Microsoft requires new AI PCs to have a computing capability of 45 tera operations per second to properly run its Copilot — its AI tool — in its laptops.

Shipments for such chips in 2024 are at 2 million. Windows on Arm is the term for AI PCs working on Arm chips. Stocks What stocks will benefit from Arm's foray into AI PCs? Morgan Stanley named TSMC , MediaTek , Nvidia , Qualcomm , Microsoft and Arm itself. It said PC original equipment manufacturers that "commit resources" to WOA devices should benefit as well.

Brasil Últimas Notícias, Brasil Manchetes

Similar News:Você também pode ler notícias semelhantes a esta que coletamos de outras fontes de notícias.

10 things to watch in the stock market Tuesday: Morgan Stanley beats, Nvidia callThe stock market is trying to stabilize after a couple of nasty days in a row as the attention shifts to corporate earnings
Fonte: CNBC - 🏆 12. / 72 Consulte Mais informação »

Forget Nvidia: Morgan Stanley says Intel's much-hyped AI chip will boost 3 global stocksOne of the stocks named by the Wall Street bank has a 70% upside potential.
Fonte: CNBC - 🏆 12. / 72 Consulte Mais informação »

Buy the dip on tech stocks like Apple and Nvidia ahead of earnings, Morgan Stanley saysMorgan Stanley named its favorite tech stocks ahead of earnings.
Fonte: CNBC - 🏆 12. / 72 Consulte Mais informação »

Q1 earnings buy list: Morgan Stanley picks Nvidia, Amazon and these 10 stocksQ1 earnings buy list: Morgan Stanley picks Nvidia, Amazon and these 10 stocks
Fonte: Investingcom - 🏆 450. / 53 Consulte Mais informação »