ASIA TECHNOLOGY TRACKER

研报英文原文证据摘录

ASIA TECHNOLOGY TRACKER

Asia Pacific Equity Research

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Asia Technology Tracker 30 June 2026

Asia Pacific Reports/Notes

El Niño

Tracking Dashboard (Week 5 of Jun 2026); Heatwave drives surging AC demand in Europe (Alan Hon

/ Hannah L Lee)

We launched this trackable Dashboard (link) on 6 June 2026 to monitor the El Niño development and we

have refreshed key charts in this report as an update to the latest status of El Niño. We highlight: 1) how the

heatwave is driving up purchases of air conditioners in Europe; 2) share a screen of key APAC air

conditioner names and; 3) introduce trackers to monitor European temperatures.

Memory Market Update

Our take on Korea's AI mega-investment master plan and recent memory industry developments

(Jay Kwon)

Entering the Mega Investment Era. The Korean government (Presidential office and multiple cabinet

members) and major AI ecosystem C-level executives (incl. Samsung/SK group chairmen) attended a

national briefing today and shared the long-term AI mega project vision. The Ministry of Trade, Industry and

Resources (“MOTIR”) announced the “Three Mega Project Plans” establishing 1) semiconductors; 2) AI

robotics and physical AI; and 3) AI datacenters as the three major growth pillars (link). The genesis of the

investment stems from retaining the current AI leadership (especially in AI semiconductors) and

leapfrogging as an AI export country through nurturing and developing various AI-derivative businesses

including robotics and AI datacenters.