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Bloomberg

AI Capex Drives Memory Demand and Asia Tech Outlook

Rising investment in artificial intelligence is reshaping demand for semiconductors, with memory, CPUs and GPUs all seeing sustained growth. This segment examines how AI-driven capex is supporting companies across Asia's tech supply chain. Jonathan Curtis, Portfolio Manager at Franklin Templeton, speaks with Haslinda Amin from the JPMorgan Global China Summit in Shanghai to share his outlook on AI, memory markets and global equities.

Read more: AI Capex Drives Memory Demand and Asia Tech Outlook
Bloomberg

Samsung Foundry Partner SemiFive CEO on Earnings

Brandon Cho, Co-founder and CEO of custom AI semiconductor designer, SemiFive, discusses the company's 137-percent year on year surge in revenue in its first earnings release since listing on the Kosdaq in December. The Seoul based company says AI demand has driven production bookings up to 74-percent in the first quarter alone. He speaks exclusively with Haidi Stroud Watts on "Bloomberg: The Asia Trade".

Read more: Samsung Foundry Partner SemiFive CEO on Earnings