QIC 寬量國際

02/11/2026

💎 璞玉藏金、優息引路｜台灣隱形冠軍系列 — 技嘉科技（2376 TT）

🚀 全球 AI 算力需求持續爆發，誰將掌握從 AI 伺服器到整櫃式運算系統的龐大商機？

隨著全球 AI 基礎建設投資持續擴張，AI 算力需求正從大型雲端服務商延伸至主權雲、NeoCloud 及企業市場，推動 AI 伺服器朝向高密度、高效能的整櫃式運算架構發展。

🖥️ 技嘉科技（GIGABYTE Technology, 2376 TT） 憑藉逾 40 年累積的研發、供應鏈與系統整合能力，從傳統主機板、顯示卡及伺服器領域，逐步轉型為 AI 基礎建設整合方案供應商，積極布局 AI 伺服器、Rack-scale 系統及 AI Factory，持續擴大在全球 AI 基礎建設市場的影響力。

三大投資亮點，一次掌握：

🚀 AI 伺服器需求強勁，營運成長動能持續擴大

⚡ 新世代 AI 平台持續升級，全球產能擴張強化競爭優勢

🏭 從 AI 伺服器走向 Rack-scale 與 AI Factory，擴大基礎建設價值鏈

寬量國際（QIC）誠摯邀請機構投資人與技嘉管理團隊直接交流，深入了解公司在 AI 伺服器、新世代運算平台與 AI Factory 領域的最新布局、營運表現及未來成長策略，精準掌握 Alpha 契機！

📅 技嘉科技（2376 TT）線上法人說明會

🗓️ 日期：2026 年 11 月 13 日（五）

🕟 時間：16:30–17:30（GMT+8）

💻 形式：Webex 線上會議＋直播

🔗 立即報名：https://irengage.taiwanindex.com.tw/

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💎 Uncovering Hidden Gems, Unlocking Dividend Opportunities | Taiwan’s Hidden Champions — GIGABYTE Technology (2376 TT)

🚀 As Global AI Computing Demand Surges, Who’s Positioned to Capture the Massive Opportunities from AI Servers to Rack-Scale Computing Systems?

As global investment in AI infrastructure continues to expand, demand for AI computing is extending beyond hyperscalers to sovereign clouds, NeoCloud providers, and enterprise customers, accelerating the transition toward high-density, high-performance rack-scale computing architectures.

🖥️ GIGABYTE Technology (2376 TT), leveraging over four decades of expertise in R&D, supply chain management, and system integration, is evolving from a traditional motherboard, graphics card, and server manufacturer into a comprehensive AI infrastructure solutions provider. By expanding into AI servers, rack-scale systems, and AI factories, GIGABYTE is strengthening its position across the global AI infrastructure market.

Three Key Investment Highlights:

🚀 Strong AI Server Demand Drives Sustained Business Growth

⚡ Next-Generation AI Platforms and Global Capacity Expansion Strengthen Competitive Advantages

🏭 From AI Servers to Rack-Scale Systems and AI Factories: Expanding Across the AI Infrastructure Value Chain

QIC cordially invites institutional investors to engage directly with GIGABYTE Technology's management team to explore its latest developments in AI servers, next-generation computing platforms, and AI factories, along with its business performance and future growth strategies — and uncover potential sources of alpha!

📅 GIGABYTE Technology (2376 TT) | Virtual Investor Conference

🗓️ Date: Friday, November 13, 2026

🕟 Time: 16:30–17:30 (GMT+8, Taiwan Time)

💻 Format: Webex Virtual Meeting + Livestream

🔗 Register Now: https://irengage.taiwanindex.com.tw/

#技嘉科技 #台灣璞玉

30/10/2026

💎 璞玉藏金、優息引路｜台灣隱形冠軍系列 — 大銀微系統（4576 TT）

🚀 AI 與矽光子技術快速發展，誰將掌握半導體設備背後的奈米級精密定位商機？

隨著 AI、先進封裝及矽光子技術加速發展，半導體製程與檢測設備對高精度、高穩定度的運動控制需求持續攀升，帶動精密定位技術成為下一代半導體設備不可或缺的關鍵環節。

⚙️ 大銀微系統（HIWIN Mikrosystem, 4576 TT） 為上銀科技關係企業，深耕精密運動控制與微米、奈米級定位系統，產品涵蓋線性馬達、直驅馬達、伺服系統及高精度定位平台，廣泛應用於半導體製程、晶圓檢測及工業自動化設備。

三大投資亮點，一次掌握：

🔬 矽光子檢測平台出貨放量，訂單能見度延伸至 2027 年

⚙️ 奈米級精密定位技術，深化國際半導體設備供應鏈布局

🏭 擴充高精度定位產能，掌握半導體設備成長商機

寬量國際（QIC）誠摯邀請機構投資人與大銀微系統管理團隊直接交流，深入了解公司在矽光子、先進封裝與半導體設備領域的最新布局、營運表現及未來成長策略，精準掌握 Alpha 契機！

📅 大銀微系統（4576 TT）線上法人說明會

🗓️ 日期：2026 年 11 月 11 日（三）

🕟 時間：16:30–17:30（GMT+8）

💻 形式：Webex 線上會議

🔗 立即報名：https://irengage.taiwanindex.com.tw/

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💎 Uncovering Hidden Gems, Unlocking Dividend Opportunities | Taiwan’s Hidden Champions — HIWIN Mikrosystem (4576 TT)

🚀 As AI and Silicon Photonics Advance, Who’s Positioned to Capture the Growing Demand for Nanometer-Level Precision Positioning in Semiconductor Equipment?

As AI, advanced packaging, and silicon photonics technologies continue to evolve, demand for high-precision, high-stability motion control in semiconductor manufacturing and inspection equipment is accelerating, making precision positioning technologies an increasingly critical component of next-generation semiconductor equipment.

⚙️ HIWIN Mikrosystem (4576 TT), an affiliate of HIWIN Technologies, specializes in precision motion control and micro- and nanometer-level positioning systems. Its product portfolio includes linear motors, direct-drive motors, servo systems, and high-precision positioning platforms, widely used in semiconductor manufacturing, wafer inspection, and industrial automation equipment.

Three Key Investment Highlights:

🔬 Silicon Photonics Inspection Shipments Accelerate, with Order Visibility Extending into 2027

⚙️ Nanometer-Level Precision Strengthens Its Position in the Global Semiconductor Equipment Supply Chain

🏭 Expanding High-Precision Positioning Capacity to Capture Semiconductor Equipment Growth Opportunities

QIC cordially invites institutional investors to engage directly with HIWIN Mikrosystem's management team to explore its latest developments in silicon photonics, advanced packaging, and semiconductor equipment, along with its business performance and future growth strategies — and uncover potential sources of alpha!

📅 HIWIN Mikrosystem (4576 TT) | Virtual Investor Conference

🗓️ Date: Wednesday, November 11, 2026

🕟 Time: 16:30–17:30 (GMT+8, Taiwan Time)

💻 Format: Webex Virtual Meeting

🔗 Register Now: https://irengage.taiwanindex.com.tw/

#大銀微系統 #矽光子 #先進封裝 #精密定位 #半導體設備

29/10/2026

💎 璞玉藏金、優息引路｜台灣隱形冠軍系列 — 洋基工程（6691 TT）

🚀 半導體擴廠浪潮持續升溫，誰將掌握下一波高科技建廠商機？

隨著 AI 與高效能運算（HPC）需求快速成長，全球半導體、記憶體及資料中心持續擴大資本支出，帶動高科技廠房建置與工程整合需求。

🏗️ 洋基工程（Yankey Engineering, 6691 TT） 深耕高科技無塵室及機電工程逾 40 年，近年積極拓展 EPC 總承包業務，從傳統無塵室工程延伸至整體廠房設計、採購、施工及專案管理，進一步擴大高科技建廠市場布局。

三大投資亮點，一次掌握！

📈 在手訂單創高，半導體擴廠支撐成長動能

🏗️ EPC 總承包布局，擴大大型工程承攬規模

🌏 海外布局加速，日本半導體市場成為新成長機會

寬量國際（QIC）誠摯邀請機構投資人與洋基工程管理團隊直接交流，深入了解公司營運表現、海外布局及未來成長策略，精準掌握 Alpha 契機！

📅 洋基工程（6691 TT）線上法人說明會

🗓️ 日期：2026 年 11 月 6 日（五）

🕑 時間：14:00–15:00（GMT+8）

💻 形式：Webex 線上會議

🔗 立即報名：https://irengage.taiwanindex.com.tw/

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💎 Uncovering Hidden Gems, Unlocking Dividend Opportunities | Taiwan’s Hidden Champions — Yankey Engineering (6691 TT)

🚀 As Semiconductor Expansion Accelerates, Who’s Positioned to Capture the Next Wave of High-Tech Facility Construction Opportunities?

As demand for AI and high-performance computing (HPC) continues to grow, global semiconductor, memory, and data center operators are expanding capital expenditures, driving increasing demand for high-tech facility construction and integrated engineering solutions.

🏗️ Yankey Engineering (6691 TT), with over four decades of experience in high-tech cleanroom and mechanical & electrical (M&E) engineering, has been expanding its Engineering, Procurement & Construction (EPC) turnkey business. By extending beyond traditional cleanroom engineering into comprehensive facility design, procurement, construction, and project management, Yankey is strengthening its position in the high-tech facility construction market.

Three Key Investment Highlights:

📈 Record-High Order Backlog Supported by Semiconductor Expansion

🏗️ Expanding EPC Capabilities to Capture Larger-Scale Projects

🌏 Accelerating Overseas Expansion, with Japan Emerging as a New Growth Drive

QIC cordially invites institutional investors to engage directly with Yankey Engineering's management team to explore its latest business performance, overseas expansion, and future growth strategies — and uncover potential sources of alpha!

📅 Yankey Engineering (6691 TT) | Virtual Investor Conference

🗓️ Date: Friday, November 6, 2026

🕑 Time: 14:00–15:00 (GMT+8, Taiwan Time)

💻 Format: Webex Virtual Meeting

🔗 Register Now: https://irengage.taiwanindex.com.tw/

#洋基工程 #台灣璞玉 #半導體 #資料中心

22/10/2026

【發掘臺灣百業冠軍｜璞玉公司線上法說會 11/6 起跑】

寬量國際（QIC）攜手臺灣證交所與臺灣指數公司（TIP），隆重推出「璞玉公司法說會」！結合 QIC AI 500 深度研究與臺灣璞玉指數，嚴選 4 家具備優質基本面與長期成長動能的中堅企業，由董總高層親自向全球機構投資人解析營運藍圖，精準掌握 Alpha 契機：

• 11/06 洋基工程（6691）
• 11/11 大銀微系統（4576）
• 11/13 技嘉（2376）
• 11/16 達興材料（5234）

🔗 璞玉法說會活動報名：https://irengage.taiwanindex.com.tw/Event/EventOpen

📰 QIC AI 500 報導：https://reurl.cc/OQomxv

📊 QIC AI 500 名單：https://reurl.cc/zOkAxN

Unlocking Taiwan’s Hidden Champions | Taiwan Hidden Gems Corporate Day

QIC is proud to partner with TWSE and TIP to present the online "Taiwan Hidden Gems Corporate Day," kicking off on November 6!

Combining our proprietary QIC AI 500 research with the TIP Hidden Gems Index, we spotlight 4 high-growth market leaders with solid fundamentals. C-suite executives will present long-term strategic roadmaps directly to global institutional investors:

• Nov 06: Yankey Engineering (6691)
• Nov 11: HIWIN Mikrosystem (4576)
• Nov 13: GIGABYTE (2376)
• Nov 16: Daxin Materials (5234)

Discover high-conviction alpha opportunities today.

🔗 Event Register: https://irengage.taiwanindex.com.tw/Event/EventOpen

📰 QIC AI 500 Article: https://reurl.cc/OQomxv

📊 QIC AI 500 List: https://reurl.cc/zOkAxN

#洋基工程6691 #大銀微系統4576 #技嘉2376 #達興材料5234 #寬量國際 #台灣指數公司 #璞玉公司 #台股 #機構投資 #投資 Alex Lee

12/10/2026

🚀 QIC Forecasts Taiwan's "QIC AI 500" Market Cap to Surge 5x to US$2.7 trillion by 2030!

Driven by US$6.5 trillion AI Capex from US M9 tech giants and AI infrastructure leaders, Quantum International Corp. (QIC) highlights 500 Taiwanese AI hidden champions ("QIC AI 500") as prime beneficiaries. Supported by T50 supply chain localization, the QIC AI 500's market cap is projected to jump 5x from US$488 billion to US$2.66 trillion by 2030. QIC CEO Alex Lee noted 20 former small-caps have vaulted into T50 giants since 2023, making the QIC AI 500 the best source of Alpha for investors.

The 20th QIC CEO Week (Oct 13–14 HK, Oct 20+ virtual) gathers 34 top Taiwanese companies and 100+ global investors managing US$20+ trillion AUM to connect capital with these rising stars.

📊 View full "QIC AI 500" List: https://reurl.cc/zOkAxN
📰 Read Full Article: https://reurl.cc/OQomxv

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🚀 寬量國際(QIC)預估台灣「QIC AI 500」總市值 2030 年將翻 5 倍達 2.7 兆美元！

受惠美系 M9 科技巨頭 6.5 兆美元 AI 資本支出，以及台灣 T50 龍頭推動供應鏈在地化，QIC 嚴選 500 家實質受惠的中小企業組成「QIC AI 500」。預估其總市值將從目前的 4,880 億美元，於2030年衝破 2.66 兆美元！QIC 執行長李鴻基指出，自 2023 年來已有 20 家小型股晉升為 T50 龍頭，未來「QIC AI 500」正是全球投資人獲取超額報酬（Alpha）的最佳來源。

「第 20 屆 QIC CEO WEEK」於香港登場（10/13–14 實體、10/20 起線上），匯聚 34 家頂尖台灣企業與管理資產逾 20 兆美元的全球機構投資人，精準發掘明日之星。

📊 「QIC AI 500」名單：https://reurl.cc/zOkAxN
📰 觀看全文：https://reurl.cc/OQomxv

#寬量國際 #台股 #投資 Alex Lee

07/10/2026

🚀 Sysgration (5309 TT): 3Q26 Revenue Hits a Record High — Yet the Real Growth from AI Data Center BBUs Is Just Beginning!

At today’s investor conference, Sysgration delivered a clearer message on its next phase of growth. Even before BBUs made a meaningful revenue contribution, 3Q26 revenue had already reached an all-time high. With BBU shipments to CSP customers officially commencing in the fourth quarter and beginning to contribute to revenue, the company’s next growth engine is now set to gradually take over.

Looking ahead to 2027, Sysgration expects revenue from its AI data center energy systems business, including BBUs, to grow by several-fold. Meanwhile, its rugged industrial computing is expected to maintain strong momentum, while the drone is also moving into the commercialization stage, with the first GCS (Ground Control Station) project scheduled to enter mass production in 4Q26. Together, these developments highlight the accelerating buildout of Sysgration’s three major growth engines.

More importantly, growth is not expected to come from revenue expansion alone. As the company continues to shift its product mix toward AI data centers and higher-value-added applications, management sees meaningful room for further margin improvement. At today’s conference, management also reiterated its strong confidence in achieving its NT$10 billion revenue target by 2028.

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系統電（5309）：3Q26營收創歷史新高，但真正的AI資料中心BBU成長才正要開始！🚀

系統電今日法說會釋出更明確的成長訊號。在BBU尚未明顯貢獻的情況下，3Q26營收已創歷史新高；而隨BBU自第四季正式出貨CSP客戶並進入營收貢獻期，公司下一階段成長動能也將逐步接棒。

展望2027年，公司預期AI資料中心能源系統業務（含BBU）營收可望呈數倍成長；另一方面，強固型工業電腦將延續強勁動能，無人機業務亦逐步進入商業化階段（首個 GCS 地面控制站專案預計於 4Q26 量產），顯見系統電的三大引擎布局正加速成形。

更值得關注的是，在營收規模持續成長與產品組合逐步朝AI資料中心等高附加價值應用移動之下，管理層十分看好未來獲利率的提升空間；於今日更展現對於2028年達成百億營收目標的高度信心。

#系統電子 #資料中心 #工業電腦 #無人機 #美國製造 #寬量國際 Alex Lee

07/10/2026

Cell therapy is undeniably the next frontier in medicine, yet standardized mass production and prohibitive CapEx remain critical bottleneck for developers. How does Locus Cell empower global clients to overcome scale-up limits and translate process parameters into commercial reality?

Drawing from his diverse background, CEO Dr. Sean Chang has shaped Locus Cell’s culture around "client success and patient well-being." This vision propelled the creation of the world’s first intelligent cell CDMO (iCDMO) platform—leveraging AI digital twins and predictive simulation technology to redefine precision and efficiency in cell manufacturing.

In this exclusive QIC interview, CEO Dr. Sean Chang shares how Locus Cell connects Taiwan’s top-tier healthcare capabilities, smart manufacturing ecosystem, and the tailwind of the Regenerative Medicine Twin Acts to build a world-class cell therapy hub—ultimately bridging the last mile from R&D to commercialization for global pharma partners. 🌏

🎥 Watch the full interview: https://youtu.be/yQpBDSaG_r8

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細胞治療是明日之星，但標準化大量生產的鉅額建置成本，始終是許多新藥開發者過不去的檻。樂迦再生如何協助全球客戶跨越量產限制，將製程參數精準轉化為商業化實力？

執行長張裕享醫師揉合不同經歷，形塑了樂迦「以患者為本、助客戶成功」的企業文化，更推動樂迦打造出全球首創的細胞智慧製造平台(iCDMO): 結合 AI 數位分身與預測性模擬技術，重塑細胞生產的精準度與效率。

在本次 QIC 專訪中，執行長張裕享醫師將深入剖析樂迦如何串聯台灣頂尖的醫療實力、智慧製造生態系與再生雙法利多，打造國際級的細胞治療樞紐，打通全球藥廠從研發到商業化的最後一哩路。 🌏

🎥 觀看完整專訪：https://youtu.be/yQpBDSaG_r8

細胞治療是明日之星，但標準化大量生產的鉅額建置成本，始終是許多新藥開發者過不去的檻。樂迦再生如何協助全球客戶跨越量產限制，將製程參數精...

04/10/2026

🚨 Sysgration (5309 TT) | Research Report Attached‼️

🚀 Engage with 35 Leaders Shaping the Future! Join the 20th QIC CEO WEEK in Hong Kong🚀

Under the theme “AI, Biotech, and Beyond,” 35 of Taiwan’s most exciting public and private companies will meet global investors at the Mandarin Oriental, Hong Kong, making it our biggest overseas CEO Week to date!

🔎 BBU, Rugged IPC and Drones to Drive Next Decade of Growth

📈 Read our latest research report to learn why the company is attracting growing investor interest!

Discover high-conviction growth stories and connect directly with the founders and CEOs shaping Taiwan’s next wave of innovation.

📅 Physical Meetings: October 13-14, 2026 | The Mandarin Oriental Hong Kong
💻 Virtual Meetings: October 20-30, 2026 ⏳ RSVP Deadline: September 30th, 2026
👉 Register Now (Complimentary for Buy-Side Investors): https://forms.gle/7UmFepPhBZEB6dvw6
📧 Questions? Contact Yvonne Huang at [email protected].

04/10/2026

🚨 WIN Semiconductors (3105 TT) | Research Report Attached‼️

🚀 Engage with 35 Leaders Shaping the Future! Join the 20th QIC CEO WEEK in Hong Kong🚀

Under the theme “AI, Biotech, and Beyond,” 35 of Taiwan’s most exciting public and private companies will meet global investors at the Mandarin Oriental, Hong Kong, making it our biggest overseas CEO Week to date!

🔎 Poised for Secular Growth in AI Optical and Satellite

📈 Read our latest research report to learn why the company is attracting growing investor interest!

Discover high-conviction growth stories and connect directly with the founders and CEOs shaping Taiwan’s next wave of innovation.

📅 Physical Meetings: October 13-14, 2026 | The Mandarin Oriental Hong Kong
💻 Virtual Meetings: October 20-30, 2026 ⏳ RSVP Deadline: September 30th, 2026
👉 Register Now (Complimentary for Buy-Side Investors): https://forms.gle/7UmFepPhBZEB6dvw6
📧 Questions? Contact Yvonne Huang at [email protected].

03/10/2026

🚨 C SUN (2467 TT) | Research Report Attached‼️

🚀 Engage with 35 Leaders Shaping the Future! Join the 20th QIC CEO WEEK in Hong Kong🚀

Under the theme “AI, Biotech, and Beyond,” 35 of Taiwan’s most exciting public and private companies will meet global investors at the Mandarin Oriental, Hong Kong, making it our biggest overseas CEO Week to date!

🔎 Unlocking Leverage in the Foundry 2.0 Era

📈 Read our latest research report to learn why the company is attracting growing investor interest!

Discover high-conviction growth stories and connect directly with the founders and CEOs shaping Taiwan’s next wave of innovation.

📅 Physical Meetings: October 13-14, 2026 | The Mandarin Oriental Hong Kong
💻 Virtual Meetings: October 20-30, 2026 ⏳ RSVP Deadline: September 30th, 2026
👉 Register Now (Complimentary for Buy-Side Investors): https://forms.gle/7UmFepPhBZEB6dvw6
📧 Questions? Contact Yvonne Huang at [email protected].