How Do Asia Tech Credits Navigate Through Tariffs and Risks?: BI Replay

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Duration: 46 Minutes

Original Date: August 11, 2025

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While demand for generative AI stays robust, tariffs risks, chips restrictions and weak economic data might affect the credit profile of Asian internet and technology issuers, including internet, semiconductors and hardware sectors. Foundries and semiconductors could see a boost in demand and cashflow fueled by AI, but geopolitical and tariff risks remain a big headwind. The ongoing AI cloud war in China could lead to price war and pressure China internet peers' cash flow and market share. Competition in HBM chips might lead to pricing pressure concern in 2026. Hardware is yet to see a strong demand recovery. On August 11, analysts from S&P, together with Bloomberg Intelligence, will discuss how the credit profile of Asia internet, hardware and semiconductors could navigate the credit risks into 2026.

How Do Asia Tech Credits Navigate Through Tariffs and Risks?: BI Replay

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