人工智能供应链，甲骨文资本支出、OpenAI 专用集成电路（ASIC）、台湾半导体展-Asia-Pacific Technology -AI Supply Chain Oracle capex, OpenAI ASIC, SEMICON Taiwan

September 16, 2025 04:58 PM GMT Asia-Pacific Technology | Asia Pacific AI Supply Chain: Oracle capex, OpenAI ASIC, SEMICON Taiwan Oracle's bookings upside serves as strong catalyst to AI semi supply chain. Keep OW TSMC (Top Pick), and raise PT for KYEC. Oracle and Broadcom results further boosted sentiment for AI semis overall: Oracle (covered by Keith Weiss) announced a big revenue backlog (link), and that served as a positive catalyst for Nvidia (covered by Joe Moore) and its supply chain stocks, such as ...