【IEA】Multiple_Benefits_of_Energy_Efficiency-148x199.pdf

CMBI Corp Day takeaways: Multiple growth drivers in AI server, AI PC/phone and AirPods in FY24/25E

Weak 1Q23 as expected; Expect multiple drivers from iPhone／CPU socket／400G／EV in 2H23E

Key domestic analog patterned wafer player well positioned to have multiple years of growth ahead

Multiple catalysts to brighten up in 2018

Positive on multiple growth drivers ahead despite near-term drags from Jabil integration

1Q23E profit beat expectations; Multiple catalysts ahead