Business

EP 137: The memory supercycle and what it means for Asia Pacific equities

Beyond the Benchmark by EFG by Guy Ellis

Mar 6, 202627:45Business

From South Korea’s memory leaders to Taiwan’s artificial intelligence supply chain, we explore what’s really behind recent market moves in the Asia Pacific region. EFG portfolio manager Chris Chan discusses how the AI ha...

About This Episode

EP 137: The memory supercycle and what it means for Asia Pacific equities is an episode from Beyond the Benchmark by EFG by Guy Ellis. From South Korea’s memory leaders to Taiwan’s artificial intelligence supply chain, we explore what’s rea...

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Published Mar 6, 2026, 27:45 long, audio available.

EP 137: The memory supercycle and what it means for Asia Pacific equities

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