电子元件：人工智能和计算领域对增值部件的需求不断增长

M FoundationInvestor Presentation | JapanElectronic Components: Growing Demand for Value-added Parts in AI & Computing OW: Ibiden, TDK, Hirose, Niterra, Meiko Electronics; UW: Alps Alpine, Nippon Chemi-ConMorgan Stanley MUFG Securities Co., Ltd.+Shoji SatoEquity Analyst Shoji.Sato@morganstanleymufg.com +81 3 6836-8404 Sota HarashimaEquity Analyst Sota.Harashima@morganstanleymufg.com +81 3 6836-8897 Electronic ComponentsJapanIndustry ViewIn-LineMorgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision.For analyst cert