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Fundamental Factor Research: Monthly Revenue Information – part1
The Taiwan equity market possesses a rare institutional advantage globally: under the Securities and Exchange Act, listed companies are required to announce and report their operational results for the preceding month by the 10th of each month (Exception: starting from FY2026, insurance companies and entities with insurance subsidiaries may extend their disclosure deadline to the 15th of each month). This is commonly referred to in the market as "Monthly Revenue".
Factor Strategy – Integrating Broker Consensus to Enhance Foreign Concentration Strategies – QFII Part 2
Boost your quantitative strategy with QFII concentration & broker consensus! Discover how the conc_qfii fusion strategy delivers a 30.12% annualized return in the Taiwan large-cap market.
Factor Research – Tracking Smart Money Footprints via Foreign Institutional Concentration – QFII Part 1
Track QFII ‘smart money’ footprints in Taiwan large-cap stocks! Learn how the Foreign-Institutional Trading Concentration (conc_qfii) factor predicts returns.
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AI Boom Benefits Taiwan: Can Taiwanese IC Design Firms Sustain Their Competitive Edge Amid China’s Semiconductor Autonomy? (Part 2)
In Part 1, we discussed the policy background driving the development of China’s IC design industry, including a comparison of the current status and trend analysis of selected IC firms in both Taiwan and China. In this section, we will further explore the development of the IC design industry from several perspectives, including a comparison of revenue trends between Taiwan and China. Additionally, we will examine the top 10 Taiwanese IC design companies with the highest and lowest R&D investments during the first three quarters of 2024, analyzing the differences in their R&D resource allocation. With the latest and most insightful analysis of the IC industry, you will not miss the hottest trends covered here.
Industry Insights
AI Boom Benefits Taiwan: Can Taiwanese IC Design Firms Sustain Their Competitive Edge Amid China’s Semiconductor Autonomy?(Part 1)
With the development of AI applications in recent years, many industries have benefited from it, and Taiwan’s semiconductor industry is no exception. However, as the Chinese government continues to follow up and use policies to support local industries, the pressure on Taiwan’s IC design companies is increasing day by day. How will Taiwanese manufacturers deal with the threat posed by the rapid rise of Chinese companies? This article is divided into two parts. The first part covers the policy background of China’s IC design industry development, and includes a comparison of the current status and trend analysis of selected IC firms in Taiwan and China.
Industry Insights
High-Speed Transmission IC Design Industry Overcomes Inventory Peaks, Paving the Way for New Opportunities
With the advancement of technology, the amount of data computers need to process has become increasingly massive. The transmission speed of computers in the past has become insufficient to meet the demands of next-generation high-speed computing. Therefore, when faster transmission interface specifications are introduced, high-speed transmission IC design companies must also increase their investment in developing related products. However, in recent years, high-speed transmission IC design companies have experienced declining revenues and profits. After a two-year inventory adjustment period, by the second half of 2023, most manufacturers’ inventories have returned to a healthier level. Additionally, with inflation gradually cooling down and the surge in AI demand, terminal demand is expected to gradually recover. This article will introduce you to the high-speed transmission IC design industry and provide insights into the latest trends in the IC industry.