@Mike M, Interesting read ... "Morgan Stanley research repor
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@Mike M, Interesting read ... "Morgan Stanley research repor
· @Mike
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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."
Links:
- https://cdn.discordapp.com/attachments/760856038395478096/1495243002992529468/Morgan_Stanley-Hidden_Heroes_Behind_Chip_Testing_Initiate_Hon_Precision_MPI_and_WinWay_at_OW-260416.pdf?ex=69f20f50&is=69f0bdd0&hm=5386c2de497ede4817cab7abc5c38b89ee35d8c85c0232e62672909f27305642&
- https://cdn.discordapp.com/attachments/760856038395478096/1495243002992529468/Morgan_Stanley-Hidden_Heroes_Behind_Chip_Testing_Initiate_Hon_Precision_MPI_and_WinWay_at_OW-260416.pdf?ex=69f20f50&is=69f0bdd0&hm=5386c2de497ede4817cab7abc5c38b89ee35d8c85c0232e62672909f27305642&
u/SONIC YOUTH · 2026-04-19T02:01:52.247Z
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