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.

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