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J.P. Morgan: Asia-Pacific Tech Stocks Offer Better Value and Growth Potential Beyond AI

Electronic Technology · Semiconductors · economic_daily · 2026-08-24

J.P. Morgan Asset Management argues that Asia-Pacific tech stocks remain attractive due to their critical role in the semiconductor supply chain and lower valuations compared to US peers.

What Happened

AI Investment Outlook: J.P. Morgan Asset Management maintains that the AI investment cycle is far from over, as strong demand for infrastructure and data centers continues to drive capital expenditure. The firm dismisses concerns of an AI bubble, highlighting the sustained momentum in the sector.

Regional Strategic Advantage: The Asia-Pacific region controls 72% of the global semiconductor supply chain, positioning it as a primary beneficiary of AI-related hardware spending. Beyond hardware, the region also holds significant growth potential in gaming and digital services, hosting a majority of the world's top gaming IP companies.

Valuation Appeal: While investors remain cautious about the monetization of AI, J.P. Morgan notes that US tech giants' spending is already translating into tangible business opportunities for Asian suppliers. Furthermore, these stocks trade at more attractive price-to-earnings multiples compared to their US counterparts.

Portfolio Strategy: The J.P. Morgan Pacific Technology Fund focuses on key hubs including China, Taiwan, Japan, and South Korea. By diversifying across the entire tech supply chain—from semiconductors and 5G hardware to e-commerce and gaming—the fund aims to capture broad-based growth across the Asian technology landscape.

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