Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Thematic (Sector/Industry)

<ul><li>Horizon Robotics is at the forefront of China's advancements in autonomous driving technology, indicating a significant shift in the automotive industry.</li><li>Foxtron's acquisition plans for Luxgen have raised concerns among investors, highlighting potential instability in the electric vehicle market.</li><li>The ASEAN region is experiencing a surge in global semiconductor IDM investments, reflecting a growing focus on technology development and manufacturing capabilities.</li></ul>

Horizon Robotics is at the forefront of China's advancements in autonomous driving technology, indicating a significant shift in the automotive industry.Foxtron's acquisition plans for Luxgen have raised concerns among investors, highlighting potential instability in the electric vehicle market.The ASEAN region is experiencing a surge in global semiconductor IDM investments, reflecting a growing focus on technology development and manufacturing capabilities.

Tech Supply Chain Tracker (21-Nov-2025): Horizon Robotics drives China's autonomous

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The T50 index represents the top 50 largest stocks by market capitalization on the Taiwan Stock Exchange. The T100 index represents the next 100 largest names (51-150 ranks).</li>
<li>Currently, we see four T50 changes and nine other T100 changes for the June 2026 index rebal event.</li>
<li>Among the expected T100 deletes, we see three TDIV members that could get deleted from TDIV in June 2026, with a fourth sitting close to the border.</li>
</ul>


The T50 index represents the top 50 largest stocks by market capitalization on the Taiwan Stock Exchange. The T100 index represents the next 100 largest names (51-150 ranks).
Currently, we see four T50 changes and nine other T100 changes for the June 2026 index rebal event.
Among the expected T100 deletes, we see three TDIV members that could get deleted from TDIV in June 2026, with a fourth sitting close to the border.


Quiddity Leaderboard T50/​​​100 Jun26: Three TDIV DELs And One High-Impact T50 DEL Now in the Money!

Tung Ho Steel Enterprise / Index Rebalance

<ul>
<li>The T50 index represents the top 50 largest stocks by market capitalization in the Taiwan Stock Exchange. The T100 index represents the next 100 largest names (51-150 ranks).</li>
<li>In this insight, we take a look at the potential ADDs/DELs for the June 2026 index rebal event. Currently, we see two changes for T50 and four changes for T100.</li>
<li>The rankings of the T100 potential DELs presented in this insight is very interesting as multiple TDIV members are close to the border. This has important index flow implications.</li>
</ul>


The T50 index represents the top 50 largest stocks by market capitalization in the Taiwan Stock Exchange. The T100 index represents the next 100 largest names (51-150 ranks).
In this insight, we take a look at the potential ADDs/DELs for the June 2026 index rebal event. Currently, we see two changes for T50 and four changes for T100.
The rankings of the T100 potential DELs presented in this insight is very interesting as multiple TDIV members are close to the border. This has important index flow implications.


Quiddity Leaderboard T50/​​​100 Jun26: One TDIV DEL In the Money; Two More Close to the Border!

Cheng Shin Rubber Ind Co., Ltd. / Index Rebalance

Cheng Shin Rubber Ind Co., Ltd. (2105 TT)

<ul>
<li>The index changes for the T50/100 index family and the TDIV index were confirmed after market close on Friday 7th March 2025.</li>
<li>There will be one change for T50 and two other changes for T100. There will be no changes for the TDIV index but there will be capping flows.</li>
<li>In this insight, we will take a look at our final flow expectations for the March 2025 index rebal event.</li>
</ul>


The index changes for the T50/100 index family and the TDIV index were confirmed after market close on Friday 7th March 2025.
There will be one change for T50 and two other changes for T100. There will be no changes for the TDIV index but there will be capping flows.
In this insight, we will take a look at our final flow expectations for the March 2025 index rebal event.


Quiddity TDIV/50/100 Mar25 Results: US$500Mn+ One-Way Flows Collectively; Only One Surprise

<ul>
<li>The T50 index represents the top 50 largest stocks by market capitalization in the Taiwan Stock Exchange (TWSE). The T100 index represents the next 100 largest names (51-150 ranks).</li>
<li>Today is the base date for the March 2025 index rebal event and the expected ADDs/DELs discussed in this insight are our final index change expectations.</li>
<li>We expect one change for T50 and two changes for T100 index for the March 2025 rebalance.</li>
</ul>


The T50 index represents the top 50 largest stocks by market capitalization in the Taiwan Stock Exchange (TWSE). The T100 index represents the next 100 largest names (51-150 ranks).
Today is the base date for the March 2025 index rebal event and the expected ADDs/DELs discussed in this insight are our final index change expectations.
We expect one change for T50 and two changes for T100 index for the March 2025 rebalance.


Quiddity Leaderboard T50/​​​100 Mar25: Final Expectations; Tung Ho Steel Safe from TDIV Deletion

Taiwan

Foxtron Vehicle Technologies Co., Ltd. develops electric vehicle technology research and development. The Company provides electric vehicle and component manufacturing management and sales services. Foxtron Vehicle Technologies provides its services throughout Taiwan.

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Foxtron Vehicle Technologies (2258 TT)

Tech Supply Chain Tracker (21-Nov-2025): Horizon Robotics drives China's autonomous

Horizon Robotics advances China's autonomous driving, Foxtron's Luxgen deal raises concerns, Wistron and Pegatron support Health2Sync, while BOE...

Tech Supply Chain Tracker

Quiddity Leaderboard T50/100 Jun26: Three TDIV DELs And One High-Impact T50 DEL Now in the Money!

There are six TDIV members close to T100 deletion. Three of them are already in the money. The other three are just outside the border.

Janaghan Jeyakumar, CFA

Quiddity Leaderboard T50/100 Jun26: One TDIV DEL In the Money; Two More Close to the Border!

One of the T100 expected DELs is also a TDIV member and that means it will get deleted from TDIV too as things stands. Separately, there are two...

Janaghan Jeyakumar, CFA

Quiddity TDIV/50/100 Mar25 Results: US$500Mn+ One-Way Flows Collectively; Only One Surprise

Many TDIV members have more than 2x ADV to trade. Cheng Shin Rubber is the highest-impact name with 7.4x ADV to sell. We expect this name to...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard T50/100 Mar25: Final Expectations; Tung Ho Steel Safe from TDIV Deletion

TDIV member Tung Ho Steel (2006 TT) was previously close to T100 deletion and TDIV deletion but based on the current data, the stock might be safe...

Janaghan Jeyakumar, CFA

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Tech Supply Chain Tracker (21-Nov-2025): Horizon Robotics drives China's autonomous

Horizon Robotics advances China's autonomous driving, Foxtron's Luxgen deal raises concerns, Wistron and Pegatron support Health2Sync, while BOE...

Tech Supply Chain Tracker

Quiddity Leaderboard T50/​​​100 Jun26: Three TDIV DELs And One High-Impact T50 DEL Now in the Money!

There are six TDIV members close to T100 deletion. Three of them are already in the money. The other three are just outside the border.

Janaghan Jeyakumar, CFA

Quiddity Leaderboard T50/​​​100 Jun26: One TDIV DEL In the Money; Two More Close to the Border!

One of the T100 expected DELs is also a TDIV member and that means it will get deleted from TDIV too as things stands. Separately, there are two...

Janaghan Jeyakumar, CFA

Quiddity TDIV/50/100 Mar25 Results: US$500Mn+ One-Way Flows Collectively; Only One Surprise

Many TDIV members have more than 2x ADV to trade. Cheng Shin Rubber is the highest-impact name with 7.4x ADV to sell. We expect this name to...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard T50/​​​100 Mar25: Final Expectations; Tung Ho Steel Safe from TDIV Deletion

TDIV member Tung Ho Steel (2006 TT) was previously close to T100 deletion and TDIV deletion but based on the current data, the stock might be safe...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard T50/100 Jun26: Three TDIV DELs And One High-Impact T50 DEL Now in the Money!

Quiddity Leaderboard T50/100 Jun26: One TDIV DEL In the Money; Two More Close to the Border!

Quiddity Leaderboard T50/100 Mar25: Final Expectations; Tung Ho Steel Safe from TDIV Deletion