Charlie Chan
analystMale0.0Global Dominance: 0.00%
Charlie Chan is a semiconductor analyst at Morgan Stanley, known for his insights into the tech industry, particularly in relation to Taiwan Semiconductor Manufacturing Company (TSMC). Recently, he warned that the appreciation of the New Taiwan dollar could significantly impact TSMC's profit margins, leading to a downward revision of the company's earnings forecasts.
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Recent news mentions
Morgan Stanley analysts including Charlie Chan wrote in a note on Friday about MediaTek’s potential in AI application-specific integrated circuits.
MediaTek shares surge 19% on Google chip tie-upTaipei Times – major English newspaper in Taiwan, est. 1999·
Taiwan· 2026-01-27
Taiwan· 2026-01-27Also mentioned
Phelix Lee
Morgan Stanley analysts Charlie Chan and Daniel Yen said.
MediaTek posts best week since 2002Taipei Times – major English newspaper in Taiwan, est. 1999·Taiwan· 2025-11-29
Taiwan· 2025-11-29
Charlie Chan, a Morgan Stanley semiconductor analyst, estimated a 3 percentage point hit to TSMC’s gross margin.
Morgan Stanley warns of revenue dipTaipei Times – major English newspaper in Taiwan, est. 1999·Taiwan· 2025-07-03
Taiwan· 2025-07-03Also mentioned
Sharon Shih