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詹家鴻 / Mr. Charlie Chan

 

 

詹家鴻 / Mr. Charlie Chan

Executive Director

Morgan Stanley

 Education:

  • MBA, Chengchi University / Taiwan

 Experiences:

  • 2017 All-Asia Top-3 Semiconductor Research Team

  • Morgan Stanley / Hong Kong

  • PwC Consultant /Taiwan

 Biography:

 

  • Charlie Chan is a technology research analyst at Morgan Stanley, leading the Greater China Semiconductor coverage. Charlie & team was ranked top-3 in 2017 All-Asia Institutional Investor poll.  Charlie is enthusiastic at SEMI events, and was invited as speaker for Investment Forum at SEMICON China 2017. Prior to joining Morgan Stanley in June 2005, Charlie was a management consultant for PricewaterhouseCoopers. Charlie has an MBA from Chengchi University and holds the CPA designation.

 

 Abstract:

 

  • We believe high-performance computing will replace smartphones as foundry's main growth driver by 2019

  • HPC semiconductor chips are used in data center servers, storage and networking infrastructure. Unlike mobile computing, which is focused on power consumption, HPC chips are more concerned with performance. Given the acceleration of new technology trends, such as artificial intelligence, big data analytics and cloud services, we expect strong demand for leading-edge foundry services for HPC

  • We estimate the foundry addressable market size  of HPC was around US$5 billion in 2016, and possible to reach US$15 billion in 2020.

 

 

 

 

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