Yuanta Securities Holds "Taiwan Semiconductor Investment Day"

Sharing Insights on the Taiwanese Semiconductor Industry with Domestic Institutional Investors
Inviting Analysts from Yuanta Financial Holdings Taiwan

On December 1, Yuanta Securities held the "Taiwan Semiconductor Investment Day" at the Anchor One headquarters in Yeouido for domestic institutional investors.

This Taiwan Semiconductor Investment Day, which invited local semiconductor sector analysts from Yuanta Financial Holdings in Taiwan, was organized to compare and analyze the semiconductor industry trends of Korea and Taiwan amid the rapidly changing global semiconductor market environment, and to help broaden investment insights for domestic institutional investors.

On the 1st, Yuanta Securities held the Taiwan Semiconductor Investment Day on the 31st floor of the Anchor One headquarters in Yeouido. Yuanta Securities

The Taiwanese analysts introduced the Taiwanese semiconductor market, which plays a key role in the global semiconductor supply chain centered on TSMC, and delivered in-depth presentations on topics such as changes in TSMC's production strategy, demand outlook for artificial intelligence (AI) and high-performance computing (HPC), and global expansion strategies of Taiwanese semiconductor companies, drawing significant interest from participating institutional investors.

In addition, the analysis of the domestic semiconductor market, presented by Baek Gilhyeon, a researcher from Yuanta Securities' corporate analysis team, focused on the 2026 outlook for major Korean semiconductor companies and provided direction for the domestic market, while addressing specific issues of interest to domestic institutional investors with a balanced perspective.

Yeon Daeho, Head of Corporate Finance Division, said, "As Taiwan, centered on TSMC, has become a pivotal hub in the global semiconductor supply chain, the insights of local Taiwanese analysts attracted more attention from domestic institutional investors than ever before," adding, "We will continue to leverage our network with Yuanta Financial Holdings in Taiwan to consistently provide Korean investors with in-depth information on global semiconductor trends."

Meanwhile, Yuanta Securities plans to further accelerate the strengthening of its global research capabilities by using this Investment Day as an opportunity to enhance collaboration with local research organizations in Taiwan and expand the regular hosting of industry seminars.

In particular, to expand its corporate and investment banking (CIB) business in the future, Yuanta Securities plans to utilize Yuanta Financial Holdings' global semiconductor network and analytical capabilities to: identify investment opportunities based on the semiconductor supply chain between Taiwan and Korea; support IPOs, corporate bonds, and convertible bond issuances for related companies; and expand into various corporate finance areas such as connecting IR activities for overseas institutional investors.

This content was produced with the assistance of AI translation services.