AI Hardware Boom to Persist Into H2 2026, FSMOne Hong Kong GM Says

FSMOne (Hong Kong) General Manager Chan Ka-long said he expects the artificial intelligence hardware boom to continue into the second half of 2026. According to Ming Pao, he said strong semiconductor and memory manufacturers should continue to lead equity markets. Chan said the U.S. economy remains strong, and that last year’s signals of an economic slowdown, including manufacturing PMI and nonfarm payroll data, have not worsened this year and have shown signs of recovery. He added that overall corporate earnings have continued to hit new highs, indicating stable fundamentals.