We hosted BYDE's (0285.HK, Buy) management on Sep 4 at our Asia Leaders Conference 2025. Key discussions were around the company's automotive, consumer electronics, and AI infrastructure businesses. Management remains positive on automotive electronics business, riding on smart driving trend and dollar content increase via product offerings expansion. BYDE is also expanding its business to AI infrastructure, including liquid cooling components, optical modules, etc. We remain positive on BYDE, considering i ...