{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/64db93c01796c400110e0ce3/6a58a874c152a357db16cbb6?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"The surging demand for Asia's AI hardware","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/64db93c01796c400110e0ce3/1784195098982-adaa213c-d253-4828-ac43-592224ebe8c1.jpeg?height=200","description":"<p><strong>Fred</strong> is joined by <strong>Ines Lam </strong>and<strong> Ricky Seo</strong> 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 AI hardware.&nbsp;</p><p><br></p><p>For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forget to follow our global podcast \"The Macro Brief\" on YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts.</p><p><br></p><p>Email us at <a href=\"mailto:AskResearch@hsbc.com\" rel=\"noopener noreferrer\" target=\"_blank\">AskResearch@hsbc.com</a> for any questions.</p><p><br></p><p><strong>Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:</strong>https://www.research.hsbc.com/R/101/L7qRbm6</p>","author_name":"HSBC Global Research "}