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.
United Kingdom United Kingdom Latest News, United Kingdom United Kingdom Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
Source: CNBC - 🏆 12. / 72 Read more »
Source: CNBC - 🏆 12. / 72 Read more »
Source: CNBC - 🏆 12. / 72 Read more »
Source: Investingcom - 🏆 450. / 53 Read more »