Taiwan / Korea (2-6 Dec) Japan (10-12 Dec)
What: OEM / Supply Chain meetings in Taiwan / Korea/ Japan. Clients can join the entire trip or specific segments. We aim for 10 or fewer clients. This is a semi custom trip where early registrants can influence the content.
Why: AI is the key theme driving technology, with many companies positioning themselves for this next wave of growth. We will meet with companies across the supply chain to identify secular winners and losers and to get updates on key enabling technologies, including CoWoS, HBM, liquid cooling, hybrid bonding, glass panel packaging and more. We will address all key end markets including Auto, Consumer, Data Center and more. Our goal is to understand current demand trends and the outlook for '25 and beyond. This trip will appeal to clients that invest in the region as well as those interested in high-level trends or insights. Both generalists and specialists are welcome, as we moderate the meetings to cover all relevant topics without getting lost in the technical jargon.
Please reply to me or your New Street salesperson to register. Space is limited
Full 12-month historical recommendation changes are available on request
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