Jason Hsu joined CNBC to share his outlook for AI infrastructure and China’s role in hardware—and explain why creating value doesn’t always translate into profits. He also discussed the memory-chip cycle, including how expanding Chinese supply could pressure chip pricing.
Disclosure: For informational purposes only and not investment advice, an offer, or a recommendation to buy or sell any security. Views expressed are those of the speaker as of October 26, 2026 and are subject to change without notice. Securities discussed were selected as topics of the interview and not on the basis of performance; it should not be assumed that any investment in the securities discussed was or will be profitable. Rayliant Investment Research and its affiliates, and funds or accounts they manage, may hold positions in the securities discussed, and such positions may change at any time. Current holdings of Rayliant’s ETFs are available at rayliant.com. No representation is made regarding future results. Rayliant is not affiliated with CNBC and did not compensate CNBC for this appearance; the appearance is not an endorsement of Rayliant or its services.
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