汇丰银行-半导体电气设备-asia technology sector：sghk marketing feedback-20170717-hsbc.pdfVIP

17 July 2017   Asia Technology Sector EQUITIES SEMICONDUCTOR / ELECTRICAL EQUIPMENT SG/HK marketing feedback Taiwan  Search for rotational ideas is on as investors ponder what to Bruce Lu* buy given already well positioned in large-cap names Analyst, Technology HSBC Securities (Taiwan) Corporation Limited bruce.kl.lu@.tw  Questions on Mediatek remain on competition with Qualcomm +8862 6631 2861 Thurston Lee*  Apple supply chain – shifting focus to the laggards Research Associate, Technology HSBC Securities (Taiwan) Corporation Limited thurston.jc.lee@.tw Searching for rotational ideas: We met with over 40 institutional investors during +8862 6631 2862 our five-day Taiwan handset component marketing trip in Singapore and Hong Kong on 10-14