Asia Is the Place for Investors Seeking AI Exposure, Saxo Says

Equity investors seeking exposure to the hot artificial intelligence theme should look for opportunities in Asia as US tech companies face stretched valuations, according to Saxo Markets.

“Asia offers a cheaper, more earnings-anchored route into the same megatrend,” Charu Chanana, chief investment strategist at Saxo in Singapore, wrote in a note. “Roughly 70% of global chipmaking, 90% of AI memory, and almost all advanced packaging capacity sit in Taiwan, Korea, and Japan — making the region indispensable to the AI ecosystem.”