I find upstream opportunities most attractive as we can see accelerated demand in leading-edge semiconductor products, hardware and software applications that are the building blocks of these future innovations.
Asia’s semiconductor and hardware companies will continue to be at the heart of the semiconductor supply chain. The supply chain remains relatively consolidated, with technology, know-how and scale serving as barriers to entry. These companies are poised to benefit from the secular growth in demand for more advanced chips as global digital tools and services improve and expand.
Similar to the transformational influence of smartphones, AR could redefine our world. Smartphones aren’t just phones, they’re personal encyclopedias, devices for entertainment, e-commerce, navigation and medical applications. Similarly, AR could not only redefine how humans communicate virtually, but also how they interact with data. Consumer electronics companies are investing to produce the next industry-defining piece of hardware.
Full speed ahead: China’s race to implement AI
Our experts examine market implications of China's AI expedition.
By
Yash Patodia
Terry Chen