Research Reports
Parade Technologies (4966.TWO/4966 TT): Returning to business growth track
2023.12.19 10:00
Cloud service sector: Taiwan cloud service sector growth to surpass world & Asia-Pacific region
2023.12.13 10:00
Taiwan strategy: Taiex rally underpinned by an election & strong sales
2023.12.12 10:00
Auras Technology (3324.TW/3324 TT): Beneficiary of liquid cooling demand for servers
2023.12.11 10:00
Quanta Computer (2382.TW/2382 TT): To ride AI server sales growth in 2024-25F
2023.12.11 10:00
2024 Memory sector: AI changes DRAM supply & demand dynamics
2023.12.06 10:00
Nanya Technology (2408. TW/2408 TT): AI to drive up DRAM price & volume
2023.12.06 10:00
2024 Cloud AI & edge AI outlook : AI moving from cloud to edge will revive the supply chain
2023.12.05 10:00
MediaTek (2454.TW/2454 TT): Healthy recovery in 2024F
2023.12.05 10:00
TSMC (2330.TW/2330 TT): Meaningful cyclical recovery in 2024F
2023.12.04 10:00
2024 Semiconductor sector outlook: Revisiting spec migration theme; robust ASIC demand to bolster business opportunities
2023.12.01 10:00
Taiwan strategy 2024: AI & easing liquidity to lift Taiex to 20,000 in 2024F
2023.12.01 10:00
Memory sector: Shifting from output cuts & price protection to price & volume growth
2023.11.30 10:00
Mega FHC (2886 TT): Bank’s 2024F earnings growth faces challenges; valuation toppish
2023.11.29 10:00
My Humble House (2739 TT): The best is yet to come
2023.11.28 10:00
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