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# EMs' AI Comedown Is Mostly 'Technical', Says BNP AM
- URL: https://www.financialht.com/ems-ai-comedown-is-mostly-technical-says-bnp-am/
- Published: 2026-08-05T08:42:25.000Z
- Updated: 2026-08-10T19:12:26.000Z
- Author: Bourgaize Murray
- Tags: #our-selection-new, Ardian, #-news-section

Chief market strategist argues fundamentals are still on the side of growth for semiconductor markets in South Korea, elsewhere.