Asia’s technology sector stands at the forefront of the global AI revolution, underpinned by its dominance in semiconductor manufacturing, innovative software development, and world-class gaming IP. As AI adoption accelerates across the world, Asia’s unique strengths and ongoing capex make it a compelling destination for investors.
Technology has consistently driven and redefined human progress. While the US has been the focal point of recent AI advances, Asia remains a pivotal player in the global tech landscape. Home to a robust ecosystem of world leaders in semiconductors, electronics, hardware, software and cloud technology, Asia is quietly leading the AI revolution in a number of key areas. As this fast-changing AI narrative continues to unfold, we see a number of secular growth investment opportunities in the Asia region.
Over 95% in
Asia’s share of global leading-edge semiconductor production (key for GPUs and AI servers).*
Over 30%
Asia’s technology universe as a proportion of the MSCI Asia Pacific ex Japan Index.*
$55bn
Annual revenue from Japanese gaming IP.**