Research Reports
Taiwan Strategy: AI arms race shows no signs of peaking – Demand surge & capital reinvestment support Taiex rally
2026.06.02 09:00
Hon Hai Precision (2317 TT): Diversifying AI model & client base
2026.05.26 09:00
Taiwan Economy: May export orders to grow 40.1% YoY; AI demand & pull-in continue to support strong order growth
2026.05.20 09:00
Quanta Computer (2382 TT): 1Q26 EPS beat but margins missed; sales model under negotiation
2026.05.14 09:00
Asustek Computer (2357 TT): Brighter AI server outlook in 2026F
2026.05.12 09:00
Wistron (3231 TT): AI & general server sales to drive sales growth in 2026F
2026.05.08 09:00
Taiwan Strategy: 40,000 points is not the peak of this bull market, but the beginning of the next upcycle
2026.05.05 10:00
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Source: KGI Investment Products and Solutions Department
Delta Electronics (2308 TT): Defying expectations with record-high 1Q26 margins
2026.04.30 10:00
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Source: KGI Investment Products and Solutions Department
MediaTek (2454 TT): Full-scale business transformation from smartphone IC to AI ASIC design
2026.04.30 10:00
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Source: KGI Investment Products and Solutions Department
Taiwan Economy: April export orders to grow 35.4% YoY; however, we expect orders to retreat from recent peaks as early pull in demand fades
2026.04.21 10:00
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Source: KGI Investment Products and Solutions Department
MediaTek (2454 TT): AI ASIC sales to surpass mobile sales in 3 years
2026.04.21 10:00
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Source: KGI Investment Products and Solutions Department
Delta Electronics (2308 TT): HVDC contribution warming up
2026.04.20 10:00
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Source: KGI Investment Products and Solutions Department
TSMC (2330 TT): Greater N3 capacity expansion
2026.04.16 10:00
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Source: KGI Investment Products and Solutions Department
Taiwan strategy: Fading geopolitical noise & earnings revisions to drive Taiex rally
2026.04.14 10:00
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Source: KGI Investment Products and Solutions Department
TSMC (2330 TT): 1Q26 preview – Chipflation & smartphone headwinds
2026.04.09 10:00
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Source: KGI Investment Products and Solutions Department
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