Global Research ab 6 January 2025 APAC Technology UBS Tech Views: CES kicking off, Microsoft capex comments, China smartphone subsidies and TSMC 2nm schedule updates CES kicks off the tech calendar this week. CES will be hosted this week in Las Vegas with over 4,000 exhibitors and 138k+ attendees along with keynotes and press conferences from NVIDIA, Intel, Samsung and AMD among others. The Taiwan press expects ASIC plays such as Alchip (3661) & Mediatek (2454) to potentially see stronger sentiment support ...