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Nvidia resuming GPU shipments to China will benefit this Taiwan-based name: MS

July 21, 2025 4:00 PM EDT

Morgan Stanley said in a note Monday that there is a Taiwan-based company well placed to benefit from NVIDIA's (NASDAQ: NVDA) expected resumption of GPU shipments to China.

Foxconn Industrial Internet is the company in question. The bank cited Foxconns deep exposure to cloud service providers and a growing role in the AI server... More