UBS SELL

Transformational Innovation Opportunities (TRIO)

Jul 24, 2026

From the report报告摘录Capex Revisions Signal Sustained AI Semiconductor Demand: Alphabet, TSMC, and ASML raised 2026 capex targets (USD 195-205bn, USD 60-64bn, EUR 43-45bn), confirming robust AI infrastructure investment and extended…

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