9 June 2025 | 2:01AM HKT Taiwan Technology: Monthly revenues preview on Chenbro, Auras, E Ink; ASIC AI servers / e-papers to drive growth; FX affects 2Q25 We preview Chenbro, Auras, and E Ink monthly revenues in this report. Chenbro: May revenues miss on FX, while new rack products (noise-cancellation racks) to support 3Q25 revenues. Auras: May revenues declined 20% MoM due to FX impact and production sites diversification, while rising liquid cooling adoption rate and expansion from GPU AI servers to ASIC ...

9 June 2025 | 2:01AM HKT Taiwan Technology: Monthly revenues preview on Chenbro, Auras, E Ink; ASIC AI servers / e-papers to drive growth; FX affects 2Q25 Chenbro May revenues declined by 7% MoM to NT$1.8bn, or 12% behind our estimates. The sequential decline is mainly caused by high base and FX impact, while the rising AI servers (HGX, MGX, and ASIC), and general servers new product cycle continue to support the company's growth. For coming months, we expect June revenues to stay at similar level as May, a ...

27 May 2025 | 10:48PM HKT Fositek (6805.TW): ASIC AI servers to drive liquid cooling components; high-end foldable phones in 2H25; Buy We reiterate our positive view on Fositek post Computex (report link), where we see rising demand on ASIC AI servers and the growing computing power is driving liquid cooling penetration rate in ASIC AI servers. Fositek is expanding from smartphones to servers, with rail kits and liquid cooling components. Liquid cooling components carry better GM, positive to Fositek's GM e ...