Feedback From Taiwan Corporate Day And Computex

Summary of investor sentiment and technical observations from the 2026 Taiwan Corporate Day and Computex, highlighting accelerating AI demand and supply bottlenecks.

Key Takeaways

• 1.AI demand is accelerating but supply constraints persist, particularly in memory, MLCC, and substrates.
• 2.Technical shifts at Computex highlight liquid cooling, CPO acceleration, and multi-architecture platforms (AMD/Intel alongside NVIDIA).
• 3.Goldman Sachs Strategy has upgraded Taiwan to Overweight with a target of 51,000 for the TWSE.

Table of Contents

• Sentiment check for each theme...
• Please reach out for single stock feedback
• Taiwan to OW...
• Trade Recommendation
• Booth tours