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APAC Tech to Face Softer Consumer Demand, AI Tailwinds in 2026
The APAC technology sector’s 2026 outlook is shaped by high exposure to consumer electronics amid a soft global economy, says Fitch Ratings. Consumer technology demand could soften, as weaker consumer spending growth in the US and China may lengthen replacement cycles. APAC global hardware brands’ profitability is likely to soften as memory chip costs have risen and tariff pass-through lifts supply-chain costs, though stronger brands can shift part of the cost increases to suppliers and consumers. [....]