【招银国际】 1Q23E profit beat expectations; Multiple catalysts ahead.pdf

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

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

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

Multiple catalysts to brighten up in 2018

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