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Under the Banyan Tree - The surging demand for Asia's AI Hardware
Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Bandwidth Memory, and if we are ever likely to satisfy global demand for A...
About This Episode
Under the Banyan Tree - The surging demand for Asia's AI Hardware is an episode from HSBC Global Viewpoint: Banking and Markets by Garen Yebremian. Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supp...
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This episode belongs to HSBC Global Viewpoint: Banking and Markets.
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Episode Details
Published Jul 20, 2026, 17:20 long, audio available.
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