Taiwan Ticker Talk

This report, published by the Taiwan Institute of Economic Research in November 2024, examines the outlook for Taiwan's semiconductor industry in 2025. The report highlights significant growth in Taiwan's semiconductor output value in 2024, driven primarily by strong demand for AI chips and a recovery in end-user markets. Looking ahead to 2025, despite challenges from geopolitical risks and increa...

This document, published by CTBC Bank on December 27, 2024, is the Weekly Investment Highlights report. It includes analyses of major global economies and markets, covering interest rate trends, stock market performance, bond market dynamics, and currency fluctuations. The report highlights that although the global economy is experiencing a soft landing, numerous uncertainties remain, such as the...

This report, published by Taishin Bank in December 2024, forecasts investment market trends and opportunities for 2025. It analyzes global equity, bond, and foreign exchange markets and provides investment strategy recommendations for key markets, including the United States, Japan, and Taiwan. The strategies cover high-growth stocks, high-yield bonds, and hedging assets, with particular attention...

Wistron specializes in cutting-edge electronics, from servers to IoT devices. Learn how this dynamic company partners with NVIDIA to create solutions that bridge the gap between hardware and AI-driven intelligence. -- Hosting provided by SoundOn

Pegatron, known for its extensive manufacturing capabilities, supports NVIDIA in delivering high-quality electronics to the global market. Uncover how Pegatron excels in balancing innovation and operational excellence in this insightful discussion. -- Hosting provided by SoundOn

Inventec stands out as a major force in the development of AI servers and data center solutions. This episode delves into its collaboration with NVIDIA to optimize performance and efficiency, enabling the next generation of computing. -- Hosting provided by SoundOn

Quanta Computer specializes in cloud computing and AI server solutions, making it an indispensable partner in NVIDIA's supply chain. Tune in to learn how Quanta drives advancements in AI and edge computing with precision engineering. -- Hosting provided by SoundOn

Foxconn, the world's largest electronics manufacturer, plays a critical role in the NVIDIA supply chain. Discover how this industry titan scales innovation and efficiency to meet global demand, driving the future of AI and technology integration. -- Hosting provided by SoundOn

GIGABYTE is at the forefront of hardware development, specializing in high-performance motherboards and graphics cards. Learn how this tech giant partners with NVIDIA to empower industries with cutting-edge solutions, from gaming to AI applications. -- Hosting provided by SoundOn

ASUS, a global leader in tech innovation, is renowned for its groundbreaking motherboards, laptops, and gaming equipment. In this episode, we explore how ASUS supports NVIDIA's ecosystem and continues to set benchmarks in quality and design, captivating gamers and professionals worldwide. -- Hosting provided by SoundOn

This document, compiled by Yuanta Securities, summarizes NVIDIA CEO Jensen Huang’s keynote speech at CES 2025. It focuses on NVIDIA’s latest developments in the field of artificial intelligence, covering various levels and applications such as generative AI, agent-based AI, and physical AI. It also highlights the powerful performance and applications of the new Blackwell GPU architecture (includin...

TSMC is dedicated to becoming a global leader in green manufacturing. The company recognizes the critical role semiconductors play in the modern digital economy and prioritizes delivering the most advanced process technologies in the most cost-effective manner. TSMC’s success is built on three key pillars: technological leadership, manufacturing excellence, and customer trust. To mitigate the risk...