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29.05.26 - 02:06
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Morgan Stanley: Supply constraints to drive next phase of the AI boom (Digitimes)
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As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle....
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28.05.26 - 09:36
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Aluminum Market Tightness Could Continue for ′Long Time,′ Morgan Stanley Says (Bloomberg)
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Amy Gower, metals and mining commodities strategist at Morgan Stanley, discusses the impact of the Iran war on aluminum prices. Speaking on Bloomberg Television, she warns the market could "stay quite tight" for a long time. "Most of the smelters that are shut are damaged, and so they're looking at sort of twelve-month restart timelines," Gower explains. (Source: Bloomberg)...
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