一线希望欧洲TMT会议第二天-会议总结

1Scott Silver - Specialist Sales - European TMTAC(44-20) 7134-0412scott.silver@jpmorgan.comJ.P. Morgan Securities plcEurope Specialist Sales22 May 2025JPMORGANSilver Linings: Day 2 European TMT Conference - That’s a WrapScott Silver+44 207 134 0412scott.silver@jpmorgan.comToday was the final day of our European TMT Conference in London. Below is a summary of the key discussions and insights from Day 2 and my overall high level thoughts on the conference where we had 60 corporate’s and ~300 investors descending on Canary Wharf. Overall, I would say Telco companies broadly sounded positive (a few exceptions) with lots of focus on consolidation and Semis companies seem cautiously optimistic, but the short lead times with which orders are being placed in semiconductor devices means that visibility for FY25 and into ‘26 still remains constrained. If you would like to catch up with myself or any of the team over the coming days please let me know. Also in case you missed it the GlobalTMT Spe