半导体：AI 供应链追踪-GTC-OFC 大会核心投资者反馈-Greater China Semiconductors-AI Supply Chain Tracker Key Investor Feedback from GTCOFC

March 23, 2026 01:27 AM GMT Greater China Semiconductors | Asia Pacific AI Supply Chain Tracker: Key Investor Feedback from GTC/ OFC We visited NVIDIA's GTC and the OFC last week along with investors. GTC raised more questions than it answered, while investors generally left OFC more confident on optics. We remain positive on cloud semis and CPO outlook. We revise Aspeed's PT, given rack disaggregation suggests more BMC demand. GTC – New server rack designs and chip schedule ( Exhibit 1 ): Investors asked i ...