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.
Disclosure
The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to change without notice as economic and market conditions dictate, and may not reflect the views and opinions of other investment teams within William Blair. Factual information has been obtained from sources we believe to be reliable, but its accuracy, completeness, or interpretation cannot be guaranteed. This material may include estimates, outlooks, projections, and other forward-looking statements. Due to a variety of factors, actual events may differ significantly from those presented. This video has been provided for informational purposes only and should not be considered as investment advice or a recommendation of any particular strategy or investment product, or as an offer to buy or sell any securities or related financial instruments in any jurisdiction. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions. Investing involves risks, including the possible loss of principal. Past performance is not indicative of future results.