# Under the Banyan Tree - The surging demand for Asia's AI Hardware

Page: https://stenobird.com/podcast/hsbc-global-viewpoint-2992335/under-the-banyan-tree-the-surging-demand-for-asia-s-ai-hardware
Text version: https://stenobird.com/podcast/hsbc-global-viewpoint-2992335/under-the-banyan-tree-the-surging-demand-for-asia-s-ai-hardware.md
Podcast: [HSBC Global Viewpoint](https://stenobird.com/podcast/hsbc-global-viewpoint-2992335)
Published: 2026-07-20T09:00:41+00:00
Episode link: https://zencastr.com/z/GjDe8NnY
Audio file: https://redirect.zencastr.com/r/episode/6a5de3b96ac47fd9b152fda8/size/41925065/video-files/67a60e14507284dd68067a66/5379b2bd-8b86-45ff-a376-4afcb63c55b9.mp4
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/hsbc-global-viewpoint-2992335/episodes/under-the-banyan-tree-the-surging-demand-for-asia-s-ai-hardware
Duration seconds: 1040

## Resource

Fred is joined by Ines Lam and Ricky Seo to discuss how the AI boom is remapping Asia's supply chains, why Korea is the undisputed leader in High Bandwidth Memory, and if we are ever likely to satisfy global demand for AI hardware. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/L7qRbm6 Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research [https://www.gbm.hsbc.com/insights/global-research.]

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/hsbc-global-viewpoint-2992335/episodes/under-the-banyan-tree-the-surging-demand-for-asia-s-ai-hardware/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/hsbc-global-viewpoint-2992335/under-the-banyan-tree-the-surging-demand-for-asia-s-ai-hardware.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.