Hua Nan Yong Chang Securities Identifies Two Major Growth Engines for Taiwan Stocks in the Second Half, Hosts Forum with Key Companies

Hua Nan Yong Chang Securities hosted an autumn corporate forum, focusing on the global upgrade of AI computing power and the rapid evolution of advanced semiconductor packaging technologies. The firm stated that the technological transformation in advanced packaging and photonic integration will be a key engine driving the fundamentals of Taiwan's stock market in the second half of the year.

The forum provided in-depth analysis of FOPLP (Fan-Out Panel Level Packaging), silicon photonics, CPO (Co-Packaged Optics) technologies, and the market potential of AI applications across various domestic industries.

Hua Nan Yong Chang Securities emphasized Taiwan's increasingly significant role in the global AI supply chain. Although international markets continue to face macroeconomic uncertainties and geopolitical disruptions, leading to short-term market volatility, the long-term growth trend of the AI industry is firmly established. Advanced packaging and photonic integration are identified as critical locomotives driving the fundamentals of Taiwan's stock market in the second half.

The forum invited leading companies across semiconductors, networking, automotive, biotech, healthcare, and frontier technologies to share their business outlooks. Participants included Creativity (3443-TW), a major IC design service provider; Taiwan Semiconductor (5425-TW), a power semiconductor leader; Giantec Technology (8227-TW), an ASIC design service firm; Wistron NeWeb (6285-TW), a networking giant; Pan Jit (6291-TW), a power management IC manufacturer; E-Lead Electronic (2497-TW), an automotive electronics company; and Synlait Information (7781-TW), a software and IT services provider.

On the topic of 'Biotech, Healthcare, and Frontier Niche Industries,' the forum also featured HanKang-KY (7827-TW), focused on innovative drug development; Shih Yang (6782-TW), a contact lens manufacturer; Genmii-Creat (4195-TW), a leader in precision medicine and gene sequencing; and Hoya Digital, Taiwan's cryptocurrency exchange, showcasing the international competitiveness and robust momentum of Taiwanese enterprises across diverse sectors.