Research Reports
PCB sector: Rebounding demand from server & PC applications
2024.06.28 10:00
Cloud AI: Booming cloud AI trend in 2024-25F
2024.06.27 10:00
Networking sector: Promising future for AI; telecoms to trough
2024.06.27 10:00
Market strategy 2H24 : Taiex volatility in 2H24F, with rebound at year-end
2024.06.26 10:00
Delta Electronics (2308 TT): Margin upside overlooked amid strong AI demand
2024.06.25 10:00
Automotive sector: Resilient global auto market; EV & ADAS trends intact
2024.06.24 10:00
Taiwan Economy: May export orders: Outlook – Export orders to climb 12.5% YoY in June; diffusion indices point to more positives for computer peripherals, communications networks, plastics & rubber
2024.06.21 10:00
PCB sector: Taiwan PCB market share & valuations to rise on China+1
2024.06.20 10:00
Semiconductor sector: Demand recovering healthily; bright sector outlook
2024.06.19 10:00
Lotes (3533 TT): Riding on a wave of new CPU platforms & upgrades
2024.06.18 10:00
Networking sector: NVLink to upgrade with GPU platforms
2024.06.14 10:00
Wiwynn (6669 TT): AI server sales weighting to surpass 50% in 4Q24-2025F
2024.06.12 10:00
Computex 2024: AI to accelerate the future; liquid cooling to bring energy green
2024.06.07 10:00
Kaori Heat Treatment (8996 TT): Building up a head of steam
2024.06.06 10:00
CTBC FHC (2891 TT): 1Q24 ROE up to 19.6% on life insurance & banking earnings
2024.06.04 10:00
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Warrant and CBBC Commentary
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