Two and a half years into the AI boom and things are still progressing at a torrid pace. Though markets experienced an especially sharp correction from March-May, much of the volatility stemmed from politically driven tariff headlines. With those policies now dialed back to more sustainable levels, growth forecasts have stabilized, and the AI trade is back in focus.What’s remarkable is that for the first time in modern history, the pace of technological progress is being constrained not by ideas, but by phy ...

May 11, 2025 08:06 PM GMT Greater China Technology Hardware | Asia Pacific Takeaways from China BEST Conference Key Takeaways AAC: The tariff hasn't introduced any negative impact on the current operation. The company is confident of achieving its full-year growth target with thermal solutions and new optical breakthroughs as the key growth drivers. Gross margin is also likely to see continuous improvement. BYDE: The company saw a mix change in 1Q25, with the high margin component business experiencing a re ...