亚太地区科技- Coforge、高通、苹果、BE半导体、天弘

Specialist SalesAPAC Specialist Sales10 June 2025JPMORGANJPM APAC Technology - Coforge/QCOM/AAPL/BESI/CLSDuncan Wagner+852 2800 8874duncan.wagner@jpmorgan.comAnkur Rudra hosted a CEO fireside chat - mgmt. was bullish, no signs of macro concerns. Large deals won in FY25, robust growth in FY26. Samik Chatterjee highlights Qualcomm acquisition of Alphawave strengthens their Data Center portfolio (CPUs, inferencing NPUs) and adds another competitor to the custom AI ASIC market. Key Asia competitors are Alchip, Mediatek. Samik notes Apple WWDC event offered no major surprises as Apple looks to retain existing installed base of consumers. Key Asian suppliers in focus are: Murata, Sunny Optical, AAC, Genius Optical. Please join us for a US Semis/Tech call @ 2pm HKT today w/ EU Tech Spec Sales Scott SilverKey Highlights Today•Coforge (O/W PT Rs2,080): CEO confident about industry leading growth while sharply expanding margins – Ankur Rudra link•Qualcomm (O/W PT $185) link: Alphawave acquisit