MORGAN STANLEY FORECASTS $305B HUMANOID CHIP MARKET BY 2045 Morgan Stanley projects humanoid semiconductor sales will reach $305 billion by 2045, driven by embodied AI and “physical intelligence.” The biggest opportunities lie in AI processors and sensors rather than robot manufacturing. Bill of materials is expected to rise 15% by 2030 and 40% by 2045. Key value areas include AI brain tech, AI vision, and analog sensing chips. The bank highlights leading companies in its Humanoid Tech 25, including Nvidia, AMD, Samsung, and Alibaba.(*Walter Bloomberg)