Research Reports
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
Auras Technology (3324 TT): Strong liquid cooling market to fuel sales & margins
2026.03.30 10:00
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Source: KGI Investment Products and Solutions Department
Nvidia GTC 2026: GTC 2026 reaffirms positive trends for liquid cooling, power racks & CPO
2026.03.19 10:00
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Source: KGI Investment Products and Solutions Department
Hon Hai Precision (2317 TT): 4Q25 EPS a miss but margins beat; bright 2026F AI server outlook
2026.03.16 10:00
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Source: KGI Investment Products and Solutions Department
電子硬體產業: Nvidia 2026 GTC大會將底定Vera Rubin機櫃規格;CPO趨勢備受矚目 (Chinese only)
2026.03.12 10:00
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Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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