Arm-based PC chips to boost tech stocks
CNBC — May 10, 2024, 01:00 AM UTC
Summary: The semiconductor industry is poised for transformation with AI PCs using Arm chips, as noted by Morgan Stanley. Microsoft's AI tool Copilot requires PCs with 45 tera operations per second. Arm CPUs are known for energy efficiency, leading to longer battery life. Morgan Stanley predicts a 95% penetration rate of AI PCs by 2027, with WOA PC chip shipments reaching 65 million in 2028. Stocks benefiting include TSMC, MediaTek, Nvidia, Qualcomm, Microsoft, and Arm.
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