Research Reports

IT Hardware: ODM guidance raises 2H25 GB200/300 shipment expectations
2025.08.18 10:00 | Source: KGI Investment Strategy
Taiwan Strategy: 2Q25 results reaffirmed the "AI-only" narrative
2025.08.18 10:00 | Source: KGI Investment Strategy
Quanta Computer (2382 TT): 2Q25 EPS a beat; significant AI server ramp after 4Q25F
2025.08.12 10:00 | Source: KGI Investment Strategy
Taiwan strategy: AI supports bullish trend, but profit-taking is advised after strong rally
2025.08.08 10:00 | Source: KGI Investment Strategy
Auras Technology (3324 TT): 2Q25 EPS missed; slower 2025 sales growth on NT dollar appreciation & delayed GB300 ramp-ups
2025.08.08 09:00 | Source: KGI Investment Products and Solutions Department
Semiconductor sector: Tariff uncertainty finally alleviated
2025.08.07 10:00 | Source: KGI Investment Strategy
IT Hardware: US CSPs, power & liquid cooling firms revise up capex and AI demand outlooks for 2025-26F
2025.08.04 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan strategy: Taiex to be driven by fundamentals after US tariff is unveiled
2025.07.31 09:00 | Source: KGI Investment Products and Solutions Department
MediaTek (2454 TT): Concerns regarding AI ASIC delays may be overblown
2025.07.30 09:00 | Source: KGI Investment Products and Solutions Department
TSMC (2330 TT): Expectations exceeded once again in 2Q25
2025.07.18 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan Strategy: Resumption of reciprocal tariffs to affect near-term performance of Taiex
2025.07.08 09:00 | Source: KGI Investment Products and Solutions Department
IT Hardware: Spotlight on ASIC server market growth in 2025-26F
2025.07.07 09:00 | Source: KGI Investment Products and Solutions Department
Power supply sector: Powering the AI beast – 800V HVDC roadmap
2025.07.01 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan Economy: Export orders to grow by 25% YoY in June from a low base, while pull-in demand will fall
2025.06.23 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan Strategy: Taiex rebound could be nearing an end
2025.06.23 09:00 | Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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