Research Reports
Asustek Computer (2357 TT): Better-than-expected server sales growth in 2026F
2026.03.10 10:00
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Source: KGI Investment Products and Solutions Department
TSMC (2330 TT): Further upside for CoWoS capacity expansion
2026.03.09 10:00
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Source: KGI Investment Products and Solutions Department
Taiwan Economy: February export orders are expected to increase by 11.8% YoY, but the US–Iran conflict could affect March exports & subsequent orders
2026.03.04 10:00
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Source: KGI Investment Products and Solutions Department
Quanta Computer (2382 TT): 4Q25 EPS a beat; no slow season in 1Q26F, with AI driving
2026.02.26 10:00
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Source: KGI Investment Products and Solutions Department
Taiwan Strategy: Taiex may reach 39,000 amid aggressive earnings upgrades
2026.01.27 10:00
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Source: KGI Investment Products and Solutions Department
Taiwan Economy: January export orders to surge 50% YoY on strong demand; further supported by a favorable base effect
2026.01.20 10:00
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Source: KGI Investment Products and Solutions Department
TSMC (2330 TT): Outstanding guidance
2026.01.15 10:00
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Source: KGI Investment Products and Solutions Department
Taiwan Strategy: AI reshaping tech industry cycles; engage upon pullbacks
2025.12.15 10:00
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Source: KGI Investment Products and Solutions Department
Taiwan 2026 strategy: Bull run to continue; US midterm elections & Fed rate cuts are swing factors
2025.11.21 10:00
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Source: KGI Investment Products and Solutions Department
IT Hardware: Server demand to strengthen; PC & smartphone demand to weaken in 2026F
2025.11.20 10:00
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Source: KGI Investment Products and Solutions Department
Memory sector: Surge in general server procurement fueling a memory supercycle
2025.11.17 10:00
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Source: KGI Investment Products and Solutions Department
Quanta Computer (2382 TT): 3Q25 EPS a beat; triple-digit AI server sales growth in 2026F
2025.11.12 10:00
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Source: KGI Investment Products and Solutions Department
Hon Hai Precision (2317 TT): Strong 3Q25F earnings expected; bright outlook intact
2025.11.06 10:00
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Source: KGI Investment Products and Solutions Department
Taiwan Strategy: AI capex expansions to fuel earnings upgrades; pullbacks to offer attractive entry points
2025.11.04 10:00
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Source: KGI Investment Products and Solutions Department
IT Hardware: Positive AI demand outlook from US CSPs, power & liquid cooling firms for 2026F
2025.10.31 10:00
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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.