Nov. 14 at 2:12 PM
$HIMX 《Asia-Pacific Technology: AI Supply Chain 》
Key Conclusions
• The AI semiconductor cycle is not yet over, with continued high growth expected in 2026-2027.
• The main bottleneck has shifted to data center power and infrastructure, and non-wafer capacity.
• CoWoS, HBM, CPO, and liquid cooling are becoming the focus of the supply chain.
• Asian beneficiaries include: TSMC, Samsung, CStone, MediaTek, Phison, Aspeed, KYEC, FOCI, and Himax.
https://www.threads.com/@brodoginvestment/post/DQNzyOeklJY