Morgan Stanley says these 6 global stocks will benefit from a 'monumental shift' in the chip industry

A "monumental shift" is underway in the semiconductor industry — and a raft of stocks are set to benefit, according to analysts at Morgan Stanley . In a Sept. 18 note, they highlighted a transition to "3D 'gate-all-around' architecture ," which they said presents a more than $10 billion "cumulative" opportunity for semi-cap original equipment manufacturers by 2030.

" VAT Group , a Swiss company for vacuum valves and related services, was also rated overweight. Morgan Stanley included the stock although it isn't an equipment vendor "due to its exposure as a subcomponent supplier to Lam [Group], Applied Materials and ASM ." Dutch company ASML Holding , which enables chipmakers to produce patterns on silicon with lithography, likewise, received an overweight rating.

대한민국 최근 뉴스, 대한민국 헤드 라인

Similar News:다른 뉴스 소스에서 수집한 이와 유사한 뉴스 기사를 읽을 수도 있습니다.

6 Healthcare Stocks Analysts Still LikeThe S&P 500 Health Care sector index is on pace to decline for two straight years for the first time in more than two decades.
출처: MarketWatch - 🏆 3. / 97 더 많은 것을 읽으십시오 »