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 role do larger internet companies play in AI innovation in China?

How is the generative AI market expected to evolve in the semiconductor supply chain?

What are the expected contributions of generative AI to DRAM memory volume demand by 2025?