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Guosen: AI has reached an application inflection point. It is recommended to pay attention to investment opportunities in segmented fields such as Datacenter and Electrical Utilities equipment.
In 2023, the Global Datacenter IT load scale is approximately 49GW, and it is expected to reach 140GW by 2028, with a CAGR of up to 24% from 2023 to 2028.
The Hong Kong A Semiconductor Sector is experiencing a full outbreak!
WICA: The Global Semiconductors market is expected to grow by 13.2% in 2025.
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