把握全球增长机遇-AI 在亚洲供应链的更广泛深度渗透_ Seizing the Global Growth Opportunity_ A broader and deeper AI presence in the Asian supply chain

12 January 2026 | 9:01PM JST Equity Research ASIA TECH OUTLOOK & RESURGENT JAPAN Seizing the Global Growth Opportunity: A broader and deeper AI presence in the Asian supply chain Kicking off 2026, we present our Asia technology (hardware) team's investment strategy for the year, focus areas, and stock recommendations. First, as our overall strategy for 1H26, we recommend a priority focus on investment in the AI supply chain, given its growing influence on earnings growth and in view of the debate around a s ...