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AI Capex Drives Memory Demand and Asia Tech Outlook

Bloomberg Tech · May 22, 2026, 6:01 AM · Also reported by 2 other sources

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, sp

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AI Capex Drives Memory Demand and Asia Tech Outlook

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