Primer: Accton Technology (2345 TT) - Sep 2025
Accton Technology is a premier Original Design Manufacturer (ODM) for networking hardware, strategically positioned to capitalize on the...
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TSMC’s COUPE Signals Silicon Photonics Go-Time — Early Winners in Taiwan’s Listed Supply Chain
​TSMC's COUPE at SEMICON advances silicon photonics for industrial-scale packaging, with Taiwan's ecosystem poised for adoption in AI networking...
579 Views
AI Servers: The Big System Designers / Assemblers in Taiwan
​Taiwanese AI rack assemblers are gaining attention for turning GPUs into systems, showing impressive growth in the AI server rack market. Stocks...
386 Views
Nvidia Still Cheap: Enterprise AI Next Driver to Kick-In; Adjusting Our Taiwan AI Plays Short Hedge
Short a basket of Taiwan AI concept stocks vs. a core Nvidia Long position rather than take profits in Nvidia. We have swapped one stock in our...
584 Views
TWSE Foreign Holding Weekly (Nov 28th): TSMC, WT Microelectronics, Hon Hai Precision
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC (2330 TT), WT Microelectronics (3036 TT),...
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