World News

Hon Hai: Not seeing 'overinvestment' into AI, everyone needs hardware

Hon Hai: Not seeing 'overinvestment' into AI, everyone needs hardware

Cnbc November 21, 2025 6:53 am

Young Liu, chairman of Hon Hai Technology Group, compares talk of an AI bubble to a dotcom bubble, and says that the world's top technology companies will ultimately be AI-related companies. He also says the company will remain focused on fulfilling the real demand for AI hardware, and that AI implementation in the company has improved manufacturing productivity by 10% per person.

AI is both the future and a bubble: Macquarie Capital

AI is both the future and a bubble: Macquarie Capital

Cnbc November 21, 2025 6:51 am

Viktor Shvets, head of global desk strategy at Macquarie Capital, says that the AI bubble will not be as extreme as previous cases, and the main question to ask is what stage of the bubble we are currently in. He also says that despite current concerns, he is still more comfortable backing thematics like AI rather than cyclicality and the reacceleration of global trade.