Citi Upgrades SE Asia OSAT Sector Rating: AI Demand & Supply Chain Shift Create New Opportunities
July 30, 2026
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Citi's latest report upgrades SE Asia OSAT sector from 'Neutral' to 'Overweight' with TP up 15%-20%. Surging AI packaging demand and supply chain shift drive SE Asia OSAT rise, with Malaysia & Vietnam as hotspots. This article analyzes rating details, industry background, and investment opportunities.