Top Stories Asia Tech Strategy (Gokul Hariharan) Into the second half of the AI trade with upside still in play Asia Pacific Equity Research Taiwan First to Market 24 June 2025 Overall, Asian Tech stocks have bounced back smartly from the tariff-related sell-off in April, led primarily by the AI complex. Despite FX headwinds, overall Asian Tech earnings revisions are still moving up, with an 18% upward revision YTD, led mostly by large cap AI-related tech. Given that the AI supply chain issues are largely n ...

Apple Foldable iPhone Updates:1. Assembly supplier Foxconn is expected to officially kick off the project in late 3Q25 or early 4Q25. As of now, many component specifications (including the hinge, which has drawn considerable market attention) have yet to be finalized.2. The foldable display is one of the few components with finalized specifications and serves as a good reference for estimating potential shipments. Samsung Display (SDC) plans to build annual production capacity for 7-8 million foldable pane ...

28 Apr 2025 01:08:15 ET │ 11 pages 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 China Technology & Communications EU, US, SH Marketing Feedback CITI'S TAKE We met with almost 60 institutional investors in past three weeks in Europe, the US and Shanghai. Given US reciprocal tariffs announced on 2 April, investors' key discussions were focused on tariff impact to Apple/Nvidia chain, China retaliation beneficiaries, China semis localization, foldable iPhone, Xiaomi and China AI development. European investors are more positiv ...