According to Wantrich, e-paper manufacturer E-Ink (8069) cut its 2026 revenue growth forecast to 9% from 10-15% on November 12 due to memory price spikes dampening consumer demand. The stock fell 3.45% to 140 TWD that day but rebounded 3.57% to 144.5 TWD on November 13.

Four local brokerages updated ratings after the earnings call. Element Global downgraded E-Ink's target price by 53 TWD to 177 TWD but maintained a buy rating. Conversely, Concord Securities raised its rating to strong buy despite cutting the target to 196 TWD, citing 2027 upside from new Gallery 4 color e-paper and ESL demand. E-Ink is also collaborating with Taiwan Acrylic (8039) to develop PTFE high-speed transmission materials for AI data centers, with small revenue contribution expected in 2027 and scaling in 2028.

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