【IEA】Multiple_Benefits_of_Energy_Efficiency-148x199.pdf

1Q23E profit beat expectations; Multiple catalysts ahead

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

Multiple catalysts to brighten up in 2018

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

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

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