Aberdeen Asia Focus: Asia's technology powerhouses - opportunities beyond US mega-caps

Gabriel Sacks, Fund Manager of Aberdeen Asia Focus (AAS), discusses why Asia remains central to the global AI supply chain and where the trust is finding opportunities across the sector. He explains the importance of semiconductor manufacturing in Taiwan and Korea, highlights opportunities across hardware, cooling systems and power infrastructure, and discusses how AI-related investment is supporting growth across the region. He also explores the impact of DeepSeek, localisation trends in China and why the trust remains selective within software and IT services businesses.