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AI Chip Packaging Demand Set to Stay Strong Through 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=2666854305","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666854305?lang=en_us&edition=fundamental","pubTime":"2026-09-11 13:04","pubTimestamp":1789103040,"startTime":"0","endTime":"0","summary":"0504 GMT - AI semiconductor suppliers are likely to outpace broader cloud spending growth through 2028, as demand for advanced chip packaging remains strong despite expectations for data center investment to moderate, according to Morgan Stanley. The bank expects aggregate advanced packaging capacity to grow about 50% in 2028, even as cloud service provider capital expenditure rises a more modest 12%. Larger AI chip designs and growing use of advanced packaging for CPUs and networking processors are expected to support demand, while supply chain checks point to continued expansion by TSMC and its partners. The report also sees AI custom chip activity as robust, helped by new industry partnerships and inference-related 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Stanley Breaks Down NVIDIA's 'Balance Sheet-as-a-Service' Model: Equity Price Target Set at $300 While Credit Desk Stays Cautious","url":"https://stock-news.laohu8.com/highlight/detail?id=1154099705","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154099705?lang=en_us&edition=fundamental","pubTime":"2026-09-11 11:55","pubTimestamp":1789098917,"startTime":"0","endTime":"0","summary":"Morgan Stanley has released a research report evaluating NVIDIA (NVDA.US) from a cross-asset perspective, focusing on the company's \"Balance Sheet-as-a-Service\" strategy. 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