UBS' Gaudois on Generative AI, Tech Sector

The video discusses the rapid tech innovation in Asia, focusing on AI and generative AI. It highlights geopolitical risks affecting tech deglobalization and the potential reshoring of semiconductor manufacturing. The role of China in AI development is explored, emphasizing its talent and resources. Investment opportunities in semiconductors and the future of the generative AI market are also examined, with a focus on supply chains and market growth.

What unexpected development in AI has been highlighted in the first section?

• The rise of generative AI

• The stagnation of semiconductor innovation

• The decline of AI in Asia

• The decrease in geopolitical risks

What is a potential consequence of reshoring microconductor manufacturing?

• Decreased geopolitical risks

• Higher costs and innovation challenges

• Increased clusterization

• Lower demand for semiconductors

What is one of the key factors driving AI innovation in China?

• Abundance of talent and software development

• Strict government regulations

• Lack of resources

• Limited internet companies

What is crucial for the future of semiconductor supply chains in the context of generative AI?

• Focusing solely on memory chips

• Reducing the size of chips

• Increasing investment in leading-edge logic manufacturing

• Decreasing investment in foundries

How might generative AI impact DRAM memory demand by 2025?

• It will stabilize demand

• It will increase demand by 4-6%

• It will have no impact on demand

• It will decrease demand by 4-6%

What is a key trend in the US regarding generative AI?

• A decline in cloud services

• A decrease in AI investment

• An arms race among service providers

• A focus on small-scale models

What is a potential market impact of generative AI on smartphones?

• No change in chip size

• Larger chips for more efficient AI compute

• Decreased demand for AI features

• Smaller chips with less capability