September 19, 2025 11:40 AM GMT Investor Presentation | Asia Pacific Greater China Semiconductors: Global AI Supply Chain Updates; Key Opportunities in Asia Semis We upgraded our Industry View to Attractive going into 2H25, and we reiterate our preference for AI over non-AI. With tariffs on semis and FX impact concerns behind us, we expect the sector to re-rate further. It is also a good time to preview key investment themes for 2026. See our report for details: Greater China Semiconductors: AI semi strengt ...