摩根大通亚太地区科技-韩美/小米/联想

Specialist Sales APAC Specialist Sales 22 May 2025 J P M O R G A N Xiaomi (N PT HK$53.20): new 3nm AP (application processor) for mobile + MTK modem – Gokul Hariharan link • Hanmi Semi (O/W, PT W100k) 1Q: key is de-escalating SK Hynix tensions – Jay Kwon link • Xiaomi (N PT HK$53.20): new 3nm AP (application processor) for mobile + MTK modem – Gokul Hariharan link • Lenovo (O/W PT -> HK$13): ISG (server) profit improvement – Albert Hung link • ASML (O/W PT EU 970): mainly receiving orders from TSMC, SK Hyni ...