亚洲科技硬件 AI PCB 指南（第二部分）：参与者、定位与盈利能力；欣兴电子看涨目标价-Bernstein-Asia Tech Hardware AI PCB primer （part 2）~Players， Positioning and Profitability； Unimicron bull case
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Asia Tech Hardware 10 February 2026 AI PCB primer (part 2)- Players, Positioning and Profitability; Unimicron bull case Alex Wang, CFA +852 2123 2613 alex.wang@bernsteinsg.com David Dai. CFA +852 2918 5704 david.dai@bernsteinsg.com Euan McLeish +81 3 5962 9611 euan.mcleish@bernsteinsg.com Shirlev Yang, CFA +852 2123 2660 shirley.vang@bernsteinsg.com Ethan Xu +852 2123 2634 ethan.xu@bernsteinsg.com Jack Lin +852 2123 2683 iack.lin@bernsteinsg.com Juho Hwano +852 2123 2632 juho.hwang@bernsteinsg.com Hao Wang, ...