Research Reports
CES 2025 Gaming & PC: Gaming replacement cycle in 2025F
2025.01.08 10:00
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Source: KGI Investment Strategy
TSMC (2330 TT): Preview – Strong 4Q24F; no low season impact in 1Q25F
2025.01.07 13:55
Taiwan Strategy: Taiex to consolidate; focus on individual stocks
2025.01.07 10:00
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Source: KGI Investment Strategy
Networking sector: 2025 investment recommendation in optical communication sector – Focus on bandwidth upgrades & tech advancement
2025.01.06 10:00
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Source: KGI Investment Strategy
CES 2025: On the horizon: A focus on new AI applications
2025.01.03 10:00
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Source: KGI Investment Strategy
Networking sector: Data center bandwidth upgrade trend in 2025F
2025.01.02 10:00
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Source: KGI Investment Strategy
PCB sector: 800G high-speed transmission era approaching; big opportunities on PCB upgrades
2025.01.02 10:00
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Source: KGI Investment Strategy
Semiconductor sector: AI leaving other applications far behind
2024.12.27 10:00
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Source: KGI Investment Strategy
Taiwan economy: Export orders to grow 2.5% YoY in December
2024.12.23 10:00
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Source: KGI Investment Strategy
IT Hardware: Game console demand recovery in 2025F
2024.12.20 10:00
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Source: KGI Investment Strategy
Semiconductor sector: 2025F TSMC CoWoS updates & the rise of AI ASIC
2024.12.20 10:00
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Source: KGI Investment Strategy
Networking sector: What would happen if TP-Link sales are banned in US?
2024.12.19 10:00
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Source: KGI Investment Strategy
Semiconductor sector: Greater mature node pricing pressure in 2025F
2024.12.18 10:00
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Source: KGI Investment Strategy
MediaTek (2454 TT): Apple’s new orders are a positive, but yet to be finalized
2024.12.17 10:00
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Source: KGI Investment Strategy
Financial sector: November securities earnings up; life insurance & bank earnings impacted by seasonal effects
2024.12.13 10:00
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Source: KGI Investment Strategy
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Warrant and CBBC Commentary
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