Point | The Global Point Tuesday, 07 July 2026 Asia | CEEMEA | Western Europe | Key Rating and Target Price Changes Asia Taiwan Semiconductors - Mediatek and GUC riding on Google; Alchip more back-end loaded and capacity allocation is key Investors have been optimistic about AI ASIC surpassing GPU in AI computing since last year, yet due to a more fragmented supply chain and tight component/material supply, such as wafer foundry, advanced packaging, HBM and ABF, we expect Taiwanese design service companies ...