Industry Analysis

Amid the dim prospects of the panel industry and stagnant panel prices, how are Taiwan's panel industry leaders, AUO and Innolux, navigating the challenges by enhancing their product portfolios?

Have Taiwanese manufacturers in the passive components industry witnessed any shifts amidst the 2023 decreasing demand challenges?

As people increasingly embraces AI, NVIDIA's AI server shipments have soared! However, are Taiwanese manufacturers in the AI server supply chain also witnessing a boost in revenue and profits?

After the subsidy policies, what impact could the price war waged by Chinese automakers have on Taiwanese automotive component suppliers?

Behind Taiwan’s Networking Communication industry's flourishing development, what fuels this growth, and what is industry ecosystem like?

The linkage between executive pay and ESG metric will become new criteria in Corporate Governance Evaluation System! Therefore, linking ESG metrics to executive compensation has become a key focus of ESG in Taiwanese companies.

Can carbon trading in Taiwan simultaneously promote business profitability and foster a sustainable environment?

How Will Taiwan's PCB Industry Navigate Geopolitical Winds and Trade Turmoil to Ensure Growth in Exports and Manage Capacity Migration?

The business opportunities incurred by cybersecurity crises are much larger than you imagine. But before putting your cash in, do you understand the cybersecurity industry chain and its components?

Analyze the relationship between U.S. Treasuries and different types of Taiwan stocks. Highlights Preface Raw material prices soaring, inflation and interest rate increases are the main issues in the financial market this year. The news media often report that the recent decline in Taiwan’s stock market is related to international capital flows, so this article […]

Preface At the end of 2021Q3, Evergrande Group (3333.HK), the real estate leader in China and other companies defaulted on debt: Sinic Holdings Company (2103.HK), Fantasia Holdings Group (1777.HK), and Sunac China Holdings Limited (1918.HK) were also named by the media as the next company that may face a crisis. This wave of crisis events […]

Preface In the previous article, we introduced the China Evergrande’s bond default case. This case started a series of explosions in China’s real estate company’s debt default. According to statistics, in the first three quarters of 2021, the cumulative number of defaulted bonds of Chinese real estate companies reached 39, an increase of 25 over […]