บทวิเคราะห์ (Research)

AI technology is expected to stay in the spotlight and we will see upgrading of data centers that will need advanced nodes of semiconductors and advanced packaging. Edge AI is expected to be seen from 2026 onward, which would support device replacement cycle. Various Taiwanese companies are expected to benefit from the AI trend. To simplify the complexity of investing in multiple stocks, investing in the KGI ETF (00952.TW) offers an alternative for investors.