According to a latest U.S. investment bank report, semiconductor designer CreAtive (3443) received multiple earnings upgrades after strong demand for agentic AI computing drove robust AI CPU orders from major U.S. cloud service providers. The firm raised 2026–2028 earnings per share (EPS) estimates by 7%, 11%, and 61%, respectively, lifting the target price to NT$8,000 and maintaining a 'buy' rating. Advanced process AI CPU products are expected to account for over 60% of AI-related revenues in 2027, with automotive and robotics ASIC businesses poised to contribute additional growth.
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