Despite high valuations, Weidar is still Morgan Stanley's preferred semiconductor. Unit

On 11 July, Morgan Stanley ' s analyst, in a report released after an investor meeting with company executives, wrote that, despite high market value and poor performance in the industry, British Wida remained Morgan Stanley ' s preferred semiconductor unit. They wrote that while artificially intelligent super-large cloud service providers, which currently account for about half of the data centre's revenues, are looking for customized chip substitutions, Yvda “will retain a significant portion of its business” and that both categories should grow. They added that the demand for Neocloud, industrial and sovereign data centres also remained strong and that the Vera Rubin chip should be shipped on schedule. “Our faith remains strong,” Morgan Stanley's analyst wrote. “It is true that the valuation multiplier may be limited by the large market value and index weights, but in our view the value difference will recover over time.”