External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

External broker reports(aggregated public sources)

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives

Thematic (Sector/Industry)

<ul><li>As AI workloads shift from training to inference, token volumes and power consumption are rising nonlinearly, supporting a continued up-cycle in AI data center capex.</li><li>HBM remains a critical bottleneck in the AI supply chain, but incremental capital is increasingly flowing toward the next set of constraints as the ecosystem expands. </li><li>Bottlenecks are spreading beyond memory to include FC-BGA substrates, which underpin advanced packaging, and MLCCs, which support power delivery and signal transmission. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

As AI workloads shift from training to inference, token volumes and power consumption are rising nonlinearly, supporting a continued up-cycle in AI data center capex.HBM remains a critical bottleneck in the AI supply chain, but incremental capital is increasingly flowing toward the next set of constraints as the ecosystem expands. Bottlenecks are spreading beyond memory to include FC-BGA substrates, which underpin advanced packaging, and MLCCs, which support power delivery and signal transmission. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Electrical/Electronic ComponentsThe Next AI Bottlenecks Are Emerging

South Korea

Daeduck Co.,Ltd operates electronic component manufacturing businesses. The Company produces printed circuit boards and other products. Daeduck conducts businesses across worldwide.

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Daeduck (008060 KS)

Electrical/Electronic ComponentsThe Next AI Bottlenecks Are Emerging

As AI workloads shift from training to inference, token volumes and power consumption are rising nonlinearly, supporting a continued up-cycle in AI...

Mirae Asset Securities

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