P Equity Research 📰(@pequityresearch):Yuanta Securities and the Taiwan Stock Exchange jointly hosted the "2026 Semiconductor Show Summit Forum" and shared three key industries to monitor considering strong AI demand: 1. ABF substrates, CCL, advanced processes, advanced packaging and testing 2. Passive components 3. Petrochemicals

P Equity Research 📰

@pequityresearch

Research 📃 & News 🗞️ | Semiconductors & Tech | Research & discord in substack | For China focused research:

Joined April 2023

877 Following 55.9K Followers

P Equity Research 📰@pequityresearch

2026.09.07 02:33

Yuanta Securities and the Taiwan Stock Exchange jointly hosted the "2026 Semiconductor Show Summit Forum" and shared three key industries to monitor considering strong AI demand: 1. ABF substrates, CCL, advanced processes, advanced packaging and testing 2. Passive components 3. Petrochemicals