Behind Taiwan’s Technology Demand Drivers

Video Transcript

Greg Scolaro, CFA
Research Analyst
Global Equity Team

Drew Buckley, CFA, Partner
Research Analyst
Global Equity Team

Jayesh Kannan, CFA
Research Analyst
Global Equity Team

Drew: We’re on a research trip here in Hsinchu, Taiwan. It’s a new year, and we’re checking out the new 2024 technology demand drivers by meeting with companies this week.

Jay: It’s a new year, and we’ve been trying to understand through our meetings this week the demand drivers for the various end markets in the technology sector. This includes servers. This includes the PC and laptop demand recovery, as well as the handphone and smartphone cycle.

Greg: Obviously, the key theme is AI—artificial intelligence. It’s easily come up in every single one of our company meetings so far, and it’s interesting to hear the divergence in views as far as the impact that AI will have on all of these companies.

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