摩根大通亚太地区科技- Coforge/高通/苹果/BE半导体/天弘
2025-06-10 05:50
Specialist Sales APAC Specialist Sales 10 June 2025 J P M O R G A N JPM APAC Technology - Coforge/QCOM/AAPL/BESI/CLS Duncan Wagner +852 2800 8874 duncan.wagner@jpmorgan.com Ankur Rudra hosted a CEO fireside chat - mgmt. was bullish, no signs of macro concerns. Large deals won in FY25, robust growth in FY26. Samik Chatterjee highlights Qualcomm acquisition of Alphawave strengthens their Data Center portfolio (CPUs, inferencing NPUs) and adds another competitor to the custom AI ASIC market. Key Asia competito ...