Research Reports
Semiconductor sector: Design services – AI chips shift to split sourcing, volume upside ahead
2026.11.10 09:00
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Source: KGI Investment Products and Solutions Department
Wiwynn (6669 TT): 3Q26 margins beat; we expect stronger 4Q26-1Q27F sales
2026.11.06 09:00
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Source: KGI Investment Products and Solutions Department
IT Hardware: Top-five US CSPs’ 2027F capex to top US$1.2tn
2026.11.02 09:00
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Source: KGI Investment Products and Solutions Department
MediaTek (2454 TT): Margin upside on ASP hikes & operating leverage
2026.10.30 09:00
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Source: KGI Investment Products and Solutions Department
ASE Technology (3711 TT): Historical ATM margin ceiling now the new baseline
2026.10.29 09:00
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Source: KGI Investment Products and Solutions Department
Delta Electronics (2308 TT): Bad news largely concluded by a 3Q26 earnings miss
2026.10.29 09:00
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Source: KGI Investment Products and Solutions Department
Auras Technology (3324 TT): Project & client wins boost liquid-cooling sales
2026.10.21 09:00
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Source: KGI Investment Products and Solutions Department
Taiwan Strategy: Recent trough could mark the beginning of year-end rally
2026.10.21 09:00
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Source: KGI Investment Products and Solutions Department
MediaTek (2454 TT): 3Q26 results preview – Production issues an overhang
2026.10.20 09:00
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Source: KGI Investment Products and Solutions Department
IT Hardware: Better-than-expected margins of motherboard & graphics card makers near term; server to drive up 2027F earnings
2026.10.15 09:00
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Source: KGI Investment Products and Solutions Department
TSMC (2330 TT): N3 capacity to expand well past recent revisions
2026.10.15 09:00
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Source: KGI Investment Products and Solutions Department
TSMC (2330 TT): HBM4e custom base dies to be new driver of N3 demand
2026.10.01 09:00
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Source: KGI Investment Products and Solutions Department
IT Hardware: TPU v8 ramp-up to drive AI-related growth in 2027F
2026.09.30 09:00
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Source: KGI Investment Products and Solutions Department
Taiwan Strategy: Gradual rate hikes bode well for stock markets; AI-driven earnings growth provides core support for bull market
2026.09.24 09:00
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Source: KGI Investment Products and Solutions Department
Taiwan Economy: September export orders to grow by 50% YoY amid sustained AI demand, though growth may moderate on base effect
2026.09.22 09:00
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Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
Get the latest commentary and insights on Warrant and CBBC, also read detailed market analysis and news provided by KGI Asia.