电子元器件与设备：企业日要点-AI 需求增长势头持续-Electronic Components & Equipment_ Key Takeaways from Corporate Day - AI Demand Strength Continues to Build

27 Nov 2025 08:56:41 ET │ 10 pages Taiwan Electronic Components & Equipment Key Takeaways from Taiwan Corporate Day – AI Demand Strength Continues to Build Flash | CITI'S TAKE We hosted Taiwan Corporate Day on 24-25 November, with most meetings well attended and investor discussions concentrated on AI- server demand outlook, supply chain bottlenecks, margin trajectory, capacity expansion plans and competitive dynamics. Overall, most companies guided to a constructive 2026 outlook supported by GB300 ramp, AS ...