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| Date/ Industry / Title | Industry | Title | Analyst | Ticker / Company | Click |
|---|---|---|---|---|---|
| 2026-03-13 / Electronics IT Hardware: Nvidia 2026 GTC to confirm Vera Rubin rack specs; CPO trend in the spotlight Analyst:Angela Hsiang、Terry Lee、Jack Lin、Jackson Chiang、Yvonney Chen / AVC(3017)、LandMark(3081)、Hon Hai(2317)、FOCI(3363)、QCI(2382)、LuxNet(4979)、Dynamic Holding(3715)、Jentech(3653)、EMC(2383)、Wistron(3231)、Browave(3163)、ZDT(4958)、Fositek(6805)、DELTA(2308)、Truelight(3234) | Electronics | IT Hardware: Nvidia 2026 GTC to confirm Vera Rubin rack specs; CPO trend in the spotlight | Angela Hsiang、Terry Lee、Jack Lin、Jackson Chiang、Yvonney Chen | AVC(3017)、LandMark(3081)、Hon Hai(2317)、FOCI(3363)、QCI(2382)、LuxNet(4979)、Dynamic Holding(3715)、Jentech(3653)、EMC(2383)、Wistron(3231)、Browave(3163)、ZDT(4958)、Fositek(6805)、DELTA(2308)、Truelight(3234) | 7 |
| 2026-03-12 / Semiconductor Radar Monthly Semiconductor: 4Q25 US earnings overview – Market volatility amid geopolitical tensions, but fundamentals remain intact Analyst:Leon Chen、Pius Wu、Hanhsuan Shen、Serena Hsu、Lucas Liu、Felix Pan / (ADI US)、(NVDA US)、Kinik(1560)、Alchip(3661)、Aspeed(5274)、WinWay(6515)、WEC(2344)、GUC(3443)、TSMC(2330)、(AVGO US)、HON(7769) | Semiconductor | Radar Monthly Semiconductor: 4Q25 US earnings overview – Market volatility amid geopolitical tensions, but fundamentals remain intact | Leon Chen、Pius Wu、Hanhsuan Shen、Serena Hsu、Lucas Liu、Felix Pan | (ADI US)、(NVDA US)、Kinik(1560)、Alchip(3661)、Aspeed(5274)、WinWay(6515)、WEC(2344)、GUC(3443)、TSMC(2330)、(AVGO US)、HON(7769) | 6 |
| 2026-03-11 / Semiconductor Semiconductor specialty chemicals sector: Materials technology – Key catalyst for semiconductor process upgrades Analyst:Eden Chang、Angus Chuang / AEMC(4749)、TSC(4772)、San Fu(4755) | Semiconductor | Semiconductor specialty chemicals sector: Materials technology – Key catalyst for semiconductor process upgrades | Eden Chang、Angus Chuang | AEMC(4749)、TSC(4772)、San Fu(4755) | 4 |
| 2026-03-03 / Electronics Networking sector: MWC 2026 – All themes lead to the IQ era Analyst:Jackson Chiang、Kenny Hsu / D-Link(2332)、Alpha(3380)、SerComm(5388)、Zyxel Group(3704)、Accton(2345)、Senao Networks(3558)、Arcadyan(3596)、GEMTEK(4906)、WNC(6285) | Electronics | Networking sector: MWC 2026 – All themes lead to the IQ era | Jackson Chiang、Kenny Hsu | D-Link(2332)、Alpha(3380)、SerComm(5388)、Zyxel Group(3704)、Accton(2345)、Senao Networks(3558)、Arcadyan(3596)、GEMTEK(4906)、WNC(6285) | 8 |
| 2026-03-02 / Electronics Networking sector: Bright future for optical transceiver modules; persistent epitaxy undersupply Analyst:Jackson Chiang、Kenny Hsu / ELASER(3450)、LuxNet(4979)、FICG(3701)、VPEC(2455)、LandMark(3081)、Ichia(2402)、Win(3105)、Truelight(3234) | Electronics | Networking sector: Bright future for optical transceiver modules; persistent epitaxy undersupply | Jackson Chiang、Kenny Hsu | ELASER(3450)、LuxNet(4979)、FICG(3701)、VPEC(2455)、LandMark(3081)、Ichia(2402)、Win(3105)、Truelight(3234) | 6 |
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| Date/ Industry / Title | Country | Industry | Title | Analyst | Ticker / Company | Click |
|---|---|---|---|---|---|---|
| 2024-03-26 / Software Internet & software sector: China-theme stocks — Undergoing moderate recovery; share buybacks to increase Analyst:Andrew Cheng、Freddy Chen / Baidu, Inc.(09888)、(PDD US)、Bilibili Inc.(09626)、Alibaba Group Holding Limited(09988)、Tencent Holdings Limited(00700)、Meituan(03690) | Hong Kong | Software | Internet & software sector: China-theme stocks — Undergoing moderate recovery; share buybacks to increase | Andrew Cheng、Freddy Chen | Baidu, Inc.(09888)、(PDD US)、Bilibili Inc.(09626)、Alibaba Group Holding Limited(09988)、Tencent Holdings Limited(00700)、Meituan(03690) | 15 |
| 2024-03-19 / Technology US technology sector: Nvidia GTC 2024: New GPU platforms, software & robots Analyst:Derek Chang、Angela Hsiang、Alex Yu / AURAS(3324)、AVC(3017)、Hon Hai(2317)、Wiwynn(6669)、Wistron(3231)、QCI(2382)、(NVDA US) | USA | Technology | US technology sector: Nvidia GTC 2024: New GPU platforms, software & robots | Derek Chang、Angela Hsiang、Alex Yu | AURAS(3324)、AVC(3017)、Hon Hai(2317)、Wiwynn(6669)、Wistron(3231)、QCI(2382)、(NVDA US) | 10 |
| 2023-12-13 / Software Internet & software: 2024F outlook for Chinese internet stocks: Seeking growth opportunities through overseas expansion Analyst:Andrew Cheng、Freddy Chen / (PDD US)、Meituan(03690)、Tencent Holdings Limited(00700)、(BABA US)、(BILI US)、(BIDU US) | Hong Kong | Software | Internet & software: 2024F outlook for Chinese internet stocks: Seeking growth opportunities through overseas expansion | Andrew Cheng、Freddy Chen | (PDD US)、Meituan(03690)、Tencent Holdings Limited(00700)、(BABA US)、(BILI US)、(BIDU US) | 3 |
| 2023-09-11 / Semiconductor Semiconductor sector: Huawei return to 5G market a promising event? Analyst:Michael Liu、Derek Chang、Josh Huang、Lucas Liu / (AAPL US)、(QCOM US)、TSMC(2330)、MediaTek(2454)、Semiconductor Manufacturing International Corporation(00981) | Global | Semiconductor | Semiconductor sector: Huawei return to 5G market a promising event? | Michael Liu、Derek Chang、Josh Huang、Lucas Liu | (AAPL US)、(QCOM US)、TSMC(2330)、MediaTek(2454)、Semiconductor Manufacturing International Corporation(00981) | 2 |
| 2023-08-30 / Software Internet & software sector: China-themed stocks – Precision subsidies crucial to future recovery Analyst:Andrew Cheng、Freddy Chen / (PDD US)、Meituan(03690)、Baidu, Inc.(09888) | Hong Kong | Software | Internet & software sector: China-themed stocks – Precision subsidies crucial to future recovery | Andrew Cheng、Freddy Chen | (PDD US)、Meituan(03690)、Baidu, Inc.(09888) | 3 |