Owens Huang, Partner, Senior Research Analyst and Portfolio Manager at Dalton Investments, spoke at the AI Investment Forum of the Taiwan Tech Summit on September 14, 2024th. The Taiwan Tech Summit is a premier conference that connects engineers, supply chain experts, young talents, and more from Taiwan and the US. On the video, Owens discusses Dalton’s approach to investing in AI-related companies and what future developments in AI could mean for key technology stocks, such as TSMC and Samsung, as well as under-the-radar supply chain companies in Taiwan. View the video.
