Accessible version Technology - Asia Pacific AP Conf takeaways: bullish AI outlook; content upside for Apple supply chain Industry Overview Asia Pacific Conference: positive AI cycle, Apple upcycle We hosted our first Asia Pacific Conference in Hong Kong (Sep 8-10), followed by Greater China AI/Tech Virtual Tour (Sep 11-12). AI remained the central theme. Key takeaways include 1) investors/expert positive on global AI capex/investment; 2) bullish GPU & ASIC AI server development to benefit supply chain; and ...