全球物联网科技硬件与半导体_2025 年第一季度亚太科技调研_短期上行潜力

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha ab 17 March 2025 Global Research Global I/O Tech Hardware & Semis 1Q25 UBS APAC Tech Tour: Near term upside Near term demand upside in (large?) part driven by subsidies/tariffs We met with 33 companies within APAC Tech in Taiwan, Korea, Japan, Singapore and Malaysia. Suppliers are seeing some upside in 1Q25. One key question is how much of this is is demand pull-in as opposed to "real" accretion, as part of this pertains to China subsidies and expectation regarding tariffs. F ...