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Aaeon sees gradual recovery in 2025 as inventory destocking bottoms out

Aaeon Technology faced headwinds in 2024 as weak demand slowed inventory clearance, but CEO Howard Lin anticipates recovery beginning in the fourth quarter of 2024 when customers resume ordering. This upturn is expected to drive the booking-to-billing ratio above 1, indicating a sector recovery that should continue with sequential growth into 2025.