Video Transcript

Jayesh Kannan, CFA
Research Analyst
Global Equity Team

Hi, everyone. I was recently on an investment field trip in Taiwan and met with over 20 companies. I came away excited about the artificial intelligence (AI) opportunity. And this, in my opinion, is a multi-year growth theme, with hundreds of billions of dollars in investment spend. I’m also excited about the PC and smartphone refresh cycle, and this includes new models of AI PCs, as well as smartphones embedded with AI features and new phone factors like foldable smartphones.

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