ab 2 June 2025 Global Research Global I/O Tech Hardware & Semis Global Tech Hardware & Semis: AIC 2025 key takeaways AI outlook well supported, pull-ins continue Still maintaining a Value bias within APAC Tech We outline our APAC Tech Most / Least Preferred names below in Page 2. Equities Global Technology Nicolas Gaudois AI-related takeaways were by and large positive, echoing Computex the week before (link). Microsoft CSO as well as our panelists outlined significantly strong momentum for enterprise AI ad ...