Accessible version Semiconductors - Asia-Pacific Reflecting the upside from ASICs; raise PO on Aspeed, MPI and WT Micro Price Objective Change AI ASIC benefits CCL and also some S/M-cap semis We published a (see report) CCL deep-dive to discuss the dynamics in high-end market, where we flag 1) the importance of integrating different materials from different suppliers; and 2) a significant demand boost, thanks to the rise of AI ASICs. In conjunction with the CCL sector report and our PO increases on EMC and ...