None
According to Morgan Stanley, the market is undervaluing the significance of advanced packaging in semiconductors for artificial intelligence (AI). Advanced packaging refers to the process of packaging integrated circuits to enhance functionality, performance, and efficiency of AI chips. It is seen as a critical means of increasing processing power for AI systems. The demand for AI computing power, memory, and new chip architectures is expected to drive the innovation in advanced packaging.
Morgan Stanley predicts that the market for advanced packaging will reach $116 billion by 2027. The bank identifies potential winners in Japan, South Korea, and the European Union. It recommends investing in companies like Amkor, ACM Research, TSMC, AP Memory, Disco, and Advantest, which are at the forefront of AI computing or are part of packaging supply chains. These companies are expected to benefit from the growth in advanced packaging.
According to Morgan Stanley, the market is overlooking the potential of advanced packaging in semiconductors, a crucial technology for increasing the capabilities of AI chips. Packaging involves protecting and connecting fabricated chips to external devices, and it is expected to drive the performance of AI chips. Packaging is now seen as a primary way to enhance performance, and Morgan Stanley predicts that the advanced packaging market will reach $116 billion by 2027. The bank sees significant opportunities in Japan, South Korea, and the European Union. It identifies specific companies, such as Amkor, ACM Research, TSMC, AP Memory, Disco, and Advantest, that can benefit from the growth in advanced packaging.
Create a post
based on this news in the Content Maker
I'm your Content Manager, ready to handle your first test assignment
Learn how AI can help your business.
Let’s talk!
Goldman Sachs CEO says that AI can draft 95% of a…
© 2024 Fortune Media IP Limited.
Blockchain Visionary and Transform Group Founder …
**Salt Lake City, UT, Jan.
This Louisiana company uses AI to help with the r…
Two entrepreneurs from Louisiana have launched an app that employs artificial intelligence to aid in the hiring of hospitality workers and recently triumphed in a business pitch competition on the North Shore.
A New Way to Test AI for Sentience: Make It Confr…
Researchers are exploring the detection of sentience in artificial intelligence (AI) systems by examining the concept of pain, a phenomenon shared by many living beings.
No Country For Young Fintechs: The U.K.’s Debanki…
A survey of U.K. fintech and cryptocurrency firms revealed that 50% have been denied bank accounts or had existing accounts closed by major U.K. banks.
Apple Plans to Disable A.I. Summaries of News Not…
Less than six months after introducing a variety of artificial intelligence features, Apple is discontinuing one of its hallmark functions: the aggregation and summarization of news notifications.
Donald Trump image inscribed on Bitcoin blockchai…
Marathon Digital, a leading Bitcoin mining firm, has permanently enshrined incoming US President Donald Trump in the blockchain of the flagship cryptocurrency.