Research Reports

Semiconductor sector: Tariff uncertainty finally alleviated
2025.08.07 10:00 | Source: KGI Investment Products and Solutions Department
IT Hardware: US CSPs, power & liquid cooling firms revise up capex and AI demand outlooks for 2025-26F
2025.08.04 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan strategy: Taiex to be driven by fundamentals after US tariff is unveiled
2025.07.31 09:00 | Source: KGI Investment Products and Solutions Department
MediaTek (2454 TT): Concerns regarding AI ASIC delays may be overblown
2025.07.30 09:00 | Source: KGI Investment Products and Solutions Department
TSMC (2330 TT): Expectations exceeded once again in 2Q25
2025.07.18 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan Strategy: Resumption of reciprocal tariffs to affect near-term performance of Taiex
2025.07.08 09:00 | Source: KGI Investment Products and Solutions Department
IT Hardware: Spotlight on ASIC server market growth in 2025-26F
2025.07.07 09:00 | Source: KGI Investment Products and Solutions Department
Power supply sector: Powering the AI beast – 800V HVDC roadmap
2025.07.01 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan Economy: Export orders to grow by 25% YoY in June from a low base, while pull-in demand will fall
2025.06.23 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan Strategy: Taiex rebound could be nearing an end
2025.06.23 09:00 | Source: KGI Investment Products and Solutions Department
Financial sector: Life insurance net losses deepened in May on NT dollar appreciation of nearly 7%
2025.06.11 09:00 | Source: KGI Investment Products and Solutions Department
TSMC (2330 TT): Promising outlook for N2
2025.06.10 09:00 | Source: KGI Investment Products and Solutions Department
Container shipping sector: Sino-US tariff easing already priced in
2025.06.06 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan Strategy: Recent earnings downgrades could be the beginning of a downcycle
2025.05.30 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan Economy: Export orders to grow 18.8% YoY in May, driven by pull-in demand, particularly from China
2025.05.21 09:00 | Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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