Research Reports

Auras Technology (3324 TT): 2Q26 EPS missed; 3Q26F sales & EPS to rebound significantly
2026.08.10 09:00 | Source: KGI Investment Products and Solutions Department
Auras Technology (3324 TT): 2Q26 EPS missed; 3Q26F sales & EPS to rebound significantly
2026.08.07 09:00 | Source: KGI Investment Products and Solutions Department
Asia Vital Components (3017 TT): ASIC AI servers in the spotlight for 2H26-2027F
2026.08.05 09:00 | Source: KGI Investment Products and Solutions Department
Delta Electronics (2308 TT): 2Q26 margins missed, but to recover in 2H26F
2026.07.30 09:00 | Source: KGI Investment Products and Solutions Department
Elite Material (2383 TT): Seller's market strengthens; 2H26 price rises to continue
2026.07.29 09:00 | Source: KGI Investment Products and Solutions Department
Wiwynn (6669 TT): To benefit from Trainium AI server shipment ramp-up in 2H26F
2026.07.28 09:00 | Source: KGI Investment Products and Solutions Department
MediaTek (2454 TT): 2Q26 results preview – Positive progress in new orders
2026.07.23 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan Economy: July export orders to grow by 54% YoY, with growth unlikely to slow until after August
2026.07.21 09:00 | Source: KGI Investment Products and Solutions Department
PCB sector: ABF to see widening supply shortages in 2027-28F
2026.07.20 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan Strategy: AI long-term outlook unchanged; Taiex to consolidate at elevated levels
2026.07.17 09:00 | Source: KGI Investment Products and Solutions Department
TSMC (2330 TT):Still top of the class, but investors may expect more
2026.07.16 09:00 | Source: KGI Investment Products and Solutions Department
Semiconductor: Semiconductor firms registered above-average sales growth in June amid rising AI demand
2026.07.14 09:00 | Source: KGI Investment Products and Solutions Department
IT Hardware: AWS Trainium 3 to boost 2H26F AI-related sales
2026.07.07 09:00 | Source: KGI Investment Products and Solutions Department
Power supply sector: 800V DC roadmap (III) – An irreversible shift
2026.07.07 09:00 | Source: KGI Investment Products and Solutions Department
IT Hardware: Robust training & agentic AI demand to drive power, thermal, & optical spec upgrades
2026.07.01 09:00 | Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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