Accessible version Technology - Taiwan Marketing feedback: stay the course on names with more structural growth Industry Overview Key discussions on AI server substrates and CCL We met over 30 investors last week during our Singapore marketing trip, and we summarize the key takeaways and feedback in this report. Overall, we sense that investors are not turning negative on the long-term growth driven by AI server capex, while being keen to know the upcoming catalysts with discussions centered on substrate an ...