Under the Banyan Tree - The surging demand for Asia's AI Hardware
About this episode
The episode discusses the impact of the AI boom on Asia's supply chains and the leadership of Korea in High Bandwidth Memory.
Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Bandwidth Memory, and if we are ever likely to satisfy global demand for AI hardware. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/L7qRbm6 Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research [https://www.gbm.hsbc.com/insights/global-research.]
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