CMBI Corp Day takeaways: iPad/iPhone cycle, NEV, AI servers and robotics
Beneficiary of GB200 server ramp in 4Q24E; Assessing the AI server opportunity
Technology: AI Server and AI PC/smartphone supply chain set to continue strong momentum into 1H24E
CMBI Corp Day takeaways: Multiple growth drivers in AI server, AI PC/phone and AirPods in FY24/25E
Share pressure overdone; Raise estimates for stronger AirPods/AI server upside