Our proprietary Asia chip export index (CEI) suggests the global chip cycle remains on an uptrend. This suggests an optimistic outlook for Asia electronics exports, at least in the near term. The continued demand for AI technology appears to have prolonged the traditional semiconductor cycle, which historically lasts for three to four years.
- Please Note: Due to the brevity and/or nature of the content posted, there is no table of contents available for this report.
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