AI Infrastructure Research Reports

JPMorgan 2026-07-02

Rohm (6963): Maintain Overweight: Raise price target, reflecting analog/discrete semiconductor squeeze, Kioxia‘s share price rise

Company Report EN 20 Pages

Citi 2026-06-28

Terawulf Inc (WULF.O): WULF Is Scaling HPC Data Center Expansion; Initiate at Buy/High Risk

Company Report EN 33 Pages

Morgan Stanley 2026-06-23

AI Supply Chain: Preliminary 2027 TSMC CoWoS Allocation

Market Report EN 18 Pages

Jefferies 2026-06-18

AI Needs More Space: Energy Transport Emerges as the Key Bottleneck

Market Report EN 7 Pages

JPMorgan 2026-06-18

Jabil Inc: F3Q26 Review: Robust AI Guide Implies Acceleration in Revenue Growth into FY27; Reit OW

Market Report EN 14 Pages

Goldman Sachs 2026-06-17

Booming Datacenter pipeline and AI spending boom - the pivotal role of energy: POWERING UP EUROPE

Market Report EN 15 Pages

Jefferies 2026-06-16

JP Non-Ferrous: JXAM – InP Expansion Drives Next Leg of Earnings Growth

Market Report EN 11 Pages

Morgan Stanley 2026-06-15

中国经济的AI与能源新时代

Market Report ZH 42 Pages

Goldman Sachs 2026-06-15

Taiwan Technology: US marketing feedback: AI ASIC remains the preferred theme with focus on CPU and next supply chain bottlenecks

Industry Report EN 14 Pages

Morgan Stanley 2026-06-15

Morgan Stanley Global Macro Forum: Chipflation – Implications of a Memory Crisis

Economic Report EN 21 Pages

Morgan Stanley 2026-06-15

Living with AI: Bridging the Capability-to-Production-Value Gap

Market Report EN 8 Pages

Morgan Stanley 2026-06-15

Data Center Cooling Compounder - Upgrade to Overweight

Industry Report EN 33 Pages

Jefferies 2026-06-15

Copper Foil to Ride on AI HVLP Demand Surge; Initiate on Defu/TGCF

Industry Report EN 55 Pages

UBS 2026-06-03

Cloud Infrastructure: The Hyperscaler Bull Case

Industry Report EN 33 Pages

JPMorgan 2026-06-14

Advanced Micro Devices: Pre-Quiet Period Call Takeaways: Agentic AI Drives Step-Function Server CPU Opportunity; MI450/Helios De-Risking Continues; CY27/CY28 Visibility Improving

Company Report EN 11 Pages