NDR takeaways: Apple, NEV products and AI server are key growth drivers in 2025
Share pressure overdone; Raise estimates for stronger AirPods/AI server upside
Technology: AI Server and AI PC/smartphone supply chain set to continue strong momentum into 1H24E
US tariff updates: Reciprocal tariff exemptions for smartphone/PC/server but new electronics tariff will come soon
CMBI Corp Day takeaways: Multiple growth drivers in AI server, AI PC/phone and AirPods in FY24/25E
Beneficiary of GB200 server ramp in 4Q24E; Assessing the AI server opportunity
CMBI Corp Day takeaways: iPad/iPhone cycle, NEV, AI servers and robotics
Technology: Global server supply chain: ODM/brands driven by H200/GB200 AI server ramp and general sever recovery
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