全球人工智能供应链更新；亚洲半导体关键机遇-Greater China Semiconductors Global AI Supply Chain Updates; Key Opportunities in Asia Semi
2025-08-26 01:19
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 ...