Research

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All Opinion Deep Dive Research Factor Note

ResearchAug 4, 2026· 3105
The Rerouted Order Book — The Three Sessions When HBM-Choked Samsung and SK Hynix Sent Winbond to Limit-Up and Team Group to NT$53 H1 EPS
While MediaTek and ASE grabbed the headlines, Taiwan's legacy-memory, module, and materials tier quietly booked the cycle's cleanest windfall.
ResearchAug 3, 2026· MU
The China Reflex — The Week DRAM and NAND Hit July Records, Micron Fell Anyway, and CXMT's Second Beijing Fab Repriced 2028
ResearchAug 3, 2026· 6857
The Weight-Cap Paradox — Advantest Printed +75% Operating Profit and Record Guidance in 72 Hours, Then Nikkei 225 Rebalancing Selling Triggered August 3's 1,121-Point Drop
When index construction, not fundamentals, became the seller — decomposing the mechanical fund flow from the July 31 print to the August 3 afternoon collapse
ResearchAug 3, 2026· 2303
The Optical-Layer Earnings Day — When UMC's 374% Profit Surge Re-Rated Taiwan's Silicon Photonics Stack in One Session
UMC's 12-inch silicon photonics ramp, HungJin's CPO tester ship date, and Accton's 800G/1.6T limit-up all landed in the same session.
ResearchAug 2, 2026· INTC
The Equity State — The Week Washington Became Intel's Shareholder and Rewrote the CHIPS Act From Subsidy to Bottleneck R&D
ResearchAug 2, 2026· 6857
The 50% Margin Line — When Advantest Printed Foundry-Tier Margins on Test Equipment While Kioxia Lost Two-Thirds of Its Value the Same Month
As Advantest crossed 50% operating margins, posted a 75% profit surge, and lifted FY27 guidance in the same 72 hours, the market re-priced where actual value accrues in the AI semiconductor stack
ResearchAug 2, 2026· 2330
The Third Limit-Up Session — The Day TSMC Hit 10% Cap for Only the Third Time in History and UMC, ASE, and Sigurd Locked in Record Capex in the Same Trade
The record 3,186-point TAIEX surge didn't re-rate valuation — it confirmed that foundry, packaging, and test houses have simultaneously committed capacity for the second AI capex wave
ResearchAug 1, 2026· ARM
The AI CPU Awakening — When Vera, Olympus, Arm and Neologic Redrew the Bottleneck Layer Next to the GPU in Five Days
Research
ResearchAug 1, 2026· 4063
The Materials Fork — Sensio Printed +415% on Bismuth and Asahi Kasei +34% the Same 72 Hours Shin-Etsu's FY27 Consensus Was Cut 4.1%
AI-attach split Japan's materials layer in two — advanced-packaging inputs printed records while the commodity-wafer consensus was cut.

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