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AI server manufacturers are entering peak shipping season ahead of schedule, with positive outlooks for foundries, advanced packaging, passive components, silicon wafers, CCL, ABF substrates, memory chips, and the broader AI supply chain. (Illustration /

Sell the News, Buy the Dip: Taiwan's AI Supercycle Isn't Over

Among stocks receiving foreign broker upgrades, IC test handler maker Hon Precision stands out as the most notable. From left: General Manager Chang Chien Jung-li, Senior Vice President Weng De-kui, Chairman Hsieh Min-ta, and Vice President Chao Chen-ming

Foreign Brokers Bet Big on Taiwan's AI Test Leader Hon Precision

MediaTek's next-generation flagship 5G chip, the Dimensity 9500. (Photo by Wei Xinyang)

Goldman Sachs Sees MediaTek as AI Chip Bellwether, Nearly Doubles Price Target

Chinese startup DeepSeek has launched an AI chatbot. (Photo via Weibo)

DeepSeek V4 Matches U.S. AI Leaders While Cutting Memory Costs, Goldman Sachs Says