260531_4966_譜瑞_ms_parade

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原始內容

Asia Summer School 2026

M May 31, 2026 08:14 PM GMT

Parade Technologies Ltd | Asia Pacific

Asia AI Summit 2026 Feedback

Display solutions: TTED sales are projected to be US$30mn this year, scaling to US $60mn+ next year and US$100mn in 2028. Parade is expanding share in tablets and has secured a next-gen advanced node display solution.

ASIC-like: The custom project will support PCIe5, and targets mass production in 1H27.

High-speed interface: AI PC deployment is a structural volumed driver. PCIe Gen5/6 retimers opportunities include server cable interconnect, targeting US CSP customers. It also includes data transmission within storage servers, having secured design-in and design-win with a server maker; there are small volume shipments currently, with mass production targeted for 3Q/4Q. Ethernet redriver opportunities include 112G and 224G redrivers for ACC cables. It is also targeting US CSP customers, and is already shipping 56G retimer to a Chinese CSP customer.

Morgan Stanley Taiwan Limited+

Parade Technologies Ltd (4966.TWO, 4966 TT)

Greater China Technology Semiconductors | Taiwan

Stock Rating

Overweight Attractive

Industry View

Price target

NT$1,000.00

Up/downside to price target (%)

20

Shr price, close (May 29, 2026)

NT$834.00

52-Week Range

NT$929.00-463.50

Sh out, dil, curr (mn)

78

Mkt cap, curr (mn)

NT$64,921

Avg daily trading value (mn)

NT$909

Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision.

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