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Takeaways from Morgan Stanley-hosted Meeting with COO Sakate-20260619
摩根士丹利· 2026-06-19 15:09
June 19, 2026 06:22 AM GMT Meiko Electronics (6787) | Japan Takeaways from Morgan Stanley-hosted Meeting with COO Sakate Reconfirmation of solid demand relating to AI servers/satellites was positive. However, in the short term, watch material procurement issues and raw material costs. Below are the 4 key points from COO Sakate's presentation at 10am on June 19 . AI servers: The accelerator boards expected to drive earnings in F3/27-29 are being considered in configurations combined with main boards, with bo ...