August 26, 2025 12:33 AM GMT Investor Presentation | Asia Pacific Greater China Semiconductors: Global AI Supply Chain Updates; Key Opportunities in Asia Semi We upgraded our Industry View to Attractive going into 2H25, and reiterate our preference of AI over non-AI. With semi tariff and FX impact concerns behind us, we expect the sector to further re-rate. It is also a good time to preview key investment themes in 2026. See our report for details: Greater China Semiconductors: AI semi strength continues; u ...

July 30, 2025 12:38 AM GMT Semiconductors | North America Updating AI semis Price Targets | What's Changed | | | | --- | --- | --- | | NVIDIA Corp. (NVDA.O) | From | To | | Price Target | $170.00 | $200.00 | | Broadcom Inc. (AVGO.O) | | | | Price Target | $270.00 | $338.00 | | Astera Labs Inc (ALAB.O) | | | | Price Target | $99.00 | $125.00 | | Marvell Technology Group Ltd (MRVL.O) | | | | Price Target | $73.00 | $80.00 | | Advanced Micro Devices (AMD.O) | | | | Price Target | $121.00 | $185.00 | We think t ...