Research Reports
Networking sector: NVLink to upgrade with GPU platforms
2024.06.14 10:00
Wiwynn (6669 TT): AI server sales weighting to surpass 50% in 4Q24-2025F
2024.06.12 10:00
Computex 2024: AI to accelerate the future; liquid cooling to bring energy green
2024.06.07 10:00
Kaori Heat Treatment (8996 TT): Building up a head of steam
2024.06.06 10:00
CTBC FHC (2891 TT): 1Q24 ROE up to 19.6% on life insurance & banking earnings
2024.06.04 10:00
IT Hardware : PC demand rebound in 2024F; AI PCs to drive long-term growth
2024.06.03 10:00
Mega FHC (2886 TT): 1Q24 earnings grew; P&C loss depends on court verdict
2024.05.30 10:00
IT Hardware: GB200 rack the spotlight for AI server in 2H24-2025F
2024.05.27 10:00
Catcher Technology (2474 TT): Notebook demand recovery to boost sales in 2025F
2024.05.23 10:00
Gigabyte (2376 TT): Margins outlook reset on AI server boom
2024.05.22 10:00
Taiwan Economy: April export orders: Outlook – Export orders to climb by 6% YoY in May; diffusion indices suggest more electronics positives
2024.05.21 10:00
Biotech sector: Lai’s first-day policies to support biotech sector
2024.05.20 10:00
Quanta Computer (2382 TT): 1Q24 EPS beat; AI up to 50% of 2024F server sales
2024.05.17 10:00
Taiwan Strategy: Taiex at record high, but investors shouldn’t chase market
2024.05.17 10:00
Asustek (2357 TT): 1Q24 EPS beat; better guidance for margins in 2024F
2024.05.16 10:00
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