[Morgan Stanley: there is no significant improvement in PC terminal demand PC Semiconductor visibility in the second half of the year] Science and Technology Innovation Board Daily on the 30th, Morgan Stanley pointed out that most PC semiconductor suppliers Q2 may usher in strong performance, many parts showed signs of recovery in the first half of the year, but as some parts inventory may return to normal level in Q2, their Q3 shipments will only be flat or grow slightly month-on-month. The situation will be weaker than previously expected. At the same time, terminal demand has not improved significantly since the beginning of this year, and many enterprises still predict that PC shipments will usher in a double-digit decline compared with the same period last year. With the abundant supply of semiconductors, PC customers will only place orders when there is real demand, and the visibility of PC semiconductor industry in the second half of the year is not high.