October 16, 2024 | Global Equity

AI-Powered Growth in Taiwan

Jayesh Kannan discusses the long-term growth opportunity of AI after visiting Taiwan on a research trip.

Hi, everyone. I was recently on an investment field trip in Taiwan and met with over 20 companies. I came away excited about the artificial intelligence (AI) opportunity. And this, in my opinion, is a multi-year growth theme, with hundreds of billions of dollars in investment spend. I’m also excited about the PC and smartphone refresh cycle, and this includes new models of AI PCs, as well as smartphones embedded with AI features and new phone factors like foldable smartphones.

Filmed October 2024

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Topics: Asia AI Technology

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