@Mike M, Interesting read ... "Morgan Stanley research repor

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@Mike M, Interesting read ... "Morgan Stanley research repor

· @SONIC

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@Mike M, Interesting read ... "Morgan Stanley research report highlights a multi-year structural upcycle in semiconductor testing, where rising AI chip complexity is transforming the segment from a cost center into a critical value driver. The analysis specifically identifies Hon Precision (7769:TW), MPI (6223:TWO), and WinWay (6515:TW) as "hidden heroes" best positioned to benefit from increased testing intensity and longer test cycles for next-generation AI processors."

u/@SONIC YOUTH · 2026-04-19T02:03:40.718Z