瑞信2021亚洲科技论坛媒体简报会 - 22nd Credit Suisse Asian Technology ConferenceMedia Presentation.pdf

22nd Credit S uisse Asian Technology Conference Media Presentation Manish Nigam Randy Abrams Head of Global Sector Research, Head of Taiwan Securities Research, Head of A PAC Technology Research Asia Semiconductor Analyst 瑞信全球產業研究部主管 暨 亞太區科技研究部主管 瑞信臺灣證券研究主管及亞洲半導體分析師 September 7, 2021 Asian Technology St rat egy 2 H2 1 performance should cat c h up with st rong f undamentals Manish Nigam Head of Global Sector Research, Head of A PAC Technology Research 瑞信全球產業研究部主管暨亞太區科技研究部主管 September 7, 2021 Securities Research Asia Pacific D IS C LOS U R E A PPEN DIX AT T H E BA C K O F T HIS REPO RT CO NTA INS IMPORTA NT D IS C LOS U R ES, A NA LY ST C ERT IFICAT IO NS, L EGA L ENT IT Y D IS C LO S U R E A N D T H E ST AT US O F NO N- US A NA LY ST S . US Disclosur e: Credit S uisse does and seeks to do business with companies cov ered in its research reports. As a result, inv estors should be aw are that the Fir m may hav e a conflict of interest that could affect the objectiv ity of this report. Inv estors should consider this report as only a single factor in making their inv estment decision. AxJ Tech: Sideways movement see ms f rust rat ing 5.30 4.80 4.30 3.80 3.30 2.80 2.30 1.80 MSCI Asia IT Index 1.30 0.80 MSCI Asia Index 0.30 Jan-08 Jan-