We believe cloud service providers (CSPs) in China are trying to pick up the pace in capex in compute infrastructure to keep up with the relentless investment strides of overseas CSPs
What is covered in the Full Insight:
Introduction to Semiconductor Thematic Investing
Alibaba's Capex and Domestic Impact
Overseas CSP Capex Trends
Key Beneficiaries in China
Conclusion and Future Outlook
SUMMARY
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