Morgan Stanley has revealed a list of global stocks it likes, with four of them providing parts for Tesla 's supercomputer system. Called Dojo, the system has revolutionized the AI chip industry, the analysts said in a Sept. 12 note, and is said to result in "significant efficiencies and 6x cost savings.
Korean electronics manufacturer Samsung received an overweight rating from the bank for "winning projects in HBM " and being "the key foundry supplier for Tesla's FSD chip". Samsung supplies 32GB of high-bandwidth memory to work with the Dojo interface processor, the analysts said. They have priced the stock at 95,000 Korean won , giving it a 35% upside from its Sept. 12 price.