Gigabyte Technology (2376 TT): Synthetic Expert Call Transcript (27 Aug 2026)
The margin dilution from the strategic pivot to enterprise servers is structural and accelerating. Gigabyte's Q2 2026 gross margin declined...
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Aequitas: Gigabyte GDR Early Look - US$500m+ GDR Offering, Well Flagged After a Year
Gigabyte Technology (2376 TT, Gigabyte) is looking to raise up to US$550m in its upcoming global depository receipts (GDRs) offering.
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Stories Behind the Reported Dec/4Q23 Taiwan Semi/Tech Sales
Stories Behind the Reported Dec/4Q23 Taiwan Semi/Tech Sales; Y/Y improvement for LCD panel, 8"/12" raw wafer, CMOS sensor, GaAs RF, cooling system,...
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What to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025?
Names to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025? Different from consensus, we expect non AI server market...
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Aequitas: SK Hynix ADR Listing - Part 2 - The Quest for a US$1tn+ Valuation
SK Hynix (000660 KS) (SKH), a leading global memory producer, aims to raise over US$10bn via an ADR listing. In this note, we have a look at the...
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