Asia’s AI supply chain offers big opportunity, says WhiteOak Capital’s Lim Wen Loong

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Lim Wen Loong, Fund Manager for Emerging Markets at WhiteOak Capital, said that while global attention is on US AI giants, Asia offers strong investment opportunities through its role in the hardware supply chain.

“At WhiteOak, we invest bottom-up, finding ideas across sectors and markets – from electric vehicles to entertainment,” he said. Lim noted that much of the AI hardware supply chain is concentrated in Asia, particularly in Taiwan and South Korea, which positions the region well.

He said the AI sector today differs from past bubbles, as…



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Asia’s AI supply chain offers big opportunity, says WhiteOak Capital’s Lim Wen Loong


Lim Wen Loong, Fund Manager for Emerging Markets at WhiteOak Capital, said that while global attention is on US AI giants, Asia offers strong investment opportunities through its role in the hardware supply chain.

“At WhiteOak, we invest bottom-up, finding ideas across sectors and markets – from electric vehicles to entertainment,” he said. Lim noted that much of the AI hardware supply chain is concentrated in Asia, particularly in Taiwan and South Korea, which positions the region well.

He said the AI sector today differs from past bubbles, as…



Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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