The Morgan Stanley Asia Pacific Technology team recently published the latest research report to respond to market concerns raised after US internet analyst Brian Nowak predicted “the CSP capital expenditure growth rate will drop to 12% in 2028” in the “Morgan Stanley AI Guidebook.” Damo's core conclusion through cross-verification of the supply chain is that in 2028, AI semiconductor capital expenditure, especially computing chips, will continue to exceed overall AI capital expenditure; 2.5D packaging production capacity will still increase by 50%, infrastructure spending will stabilize, and memory prices will be moderate.
Zhitongcaijing · 2d ago
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The Morgan Stanley Asia Pacific Technology team recently published the latest research report to respond to market concerns raised after US internet analyst Brian Nowak predicted “the CSP capital expenditure growth rate will drop to 12% in 2028” in the “Morgan Stanley AI Guidebook.” Damo's core conclusion through cross-verification of the supply chain is that in 2028, AI semiconductor capital expenditure, especially computing chips, will continue to exceed overall AI capital expenditure; 2.5D packaging production capacity will still increase by 50%, infrastructure spending will stabilize, and memory prices will be moderate.
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