
Major Bank Says Asia Leads in AI Stocks – Which Are the Best to Buy?

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A report from Saxo Bank highlights Asia, particularly South Korea, Japan, and Taiwan, as crucial to the AI ecosystem, providing essential components for AI systems. The bank emphasizes that Asia offers more cost-effective, earnings-linked investments in AI compared to the U.S. market. With Asia holding about 70% of advanced chipmaking capacity and significant shares in high-bandwidth memory and packaging, the region is positioned for growth as AI hype subsides. Share prices in these sectors have surged this year, reflecting strong fundamentals.
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