Market
Fundamentals
Ownership & Flows
Market
Fundamentals
Ownership & Flows
AI Stocks
AI stocks, as used on this page, are the AI server supply chain: companies that assemble AI servers and racks for cloud data centers, plus makers of chassis, slide rails and other parts. Blave's 2026-10 list has 12 stocks, each with a reason and public sources.
20D return
-4.22%
TAIEX TR +2.55%
Foreign 20D
-699.4
100M TWD · 3/12 net buying-400.5 ex-鴻海
Investment trust 20D
-237.0
100M TWD
State (20D)
Distributing
-203.7 vs prior 20D
AI theme index
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List in effect
Backfilled with the 2026-10 list
TAIEX Total Return Index
Which Taiwan stocks are AI stocks?
| Stock | Sector | Why it's listed | 20D | Monthly revenue YoY | ROE | Foreign holding chg | Also in | Sources |
|---|---|---|---|---|---|---|---|---|
| 2317鴻海 Other Electronics |
Other Electronics | Assembles AI servers and racks; cloud and networking products were 48% of Q1 2026 revenue (company slides), and the chairman puts its global AI server share at about 40% | -3.62% | — | — | — | — | Hon Hai investor conference slides, 2026-05-14Liberty Times Finance, 2026-03-17, report on AI rack shipments at the earnings callTVBS News, 2026-04-14, report on AI server makers' Q1 revenueEconomic Daily News, 2026-05-10, report on AI server makers' capex |
| 2382廣達 Computer and Peripheral Equipment |
Computer and Peripheral Equipment | Assembles AI servers (GB200/GB300 racks); the company targeted AI servers at about 70% of 2025 server revenue | -4.81% | — | — | — | — | Liberty Times Finance, 2025-08-12, report on AI server revenue share at the earnings callEconomic Daily News, 2026-05-10, report on AI server makers' capexCommercial Times, 2025-10-27, report on GB300 rack shipments |
| 3231緯創 Computer and Peripheral Equipment |
Computer and Peripheral Equipment | Assembles GPU and ASIC AI servers; company slides put AI at 78% of 1H 2026 revenue | -2.76% | — | — | — | — | Wistron investor conference slides, 2026-08-04Economic Daily News, 2026-05-10, report on AI server makers' capexTVBS News, 2026-04-14, report on AI server makers' Q1 revenue |
| 6669緯穎 Computer and Peripheral Equipment |
Computer and Peripheral Equipment | Builds cloud data center servers and ships Amazon Trainium ASIC AI servers; analysts cited in the press expect Trainium to exceed 50% of 2H 2026 revenue and AMD rack shipments to rise | -16.08% | — | — | — | — | Commercial Times, 2025-07-10, report on monthly revenue and AI server shipmentsEconomic Daily News, 2026-07-21, report on a broker note on ASIC serversTVBS News, 2026-04-14, report on AI server makers' Q1 revenue |
| 2356英業達 Computer and Peripheral Equipment |
Computer and Peripheral Equipment | Assembles AI servers; management expected double-digit QoQ growth in Q2 2026 AI server shipments and plans to double 2026 capex from just over US$500 million to more than US$1 billion | -6.65% | — | — | — | — | TVBS News, 2026-04-14, report on AI server makers' Q1 revenueEconomic Daily News, 2026-05-10, report on AI server makers' capex |
| 2376技嘉 Computer and Peripheral Equipment |
Computer and Peripheral Equipment | GPU servers and GB300 NVL72 racks (in production per company slides); demand from neocloud customers is rising, and servers are about 80% of revenue (Oct 2026 report) | +0.87% | — | — | — | — | Gigabyte investor conference slides, 2026-05-15Liberty Times Finance, 2026-10-05, report on its AI server businessCommercial Times, 2025-10-27, report on GB300 rack shipments |
| 2357華碩 Computer and Peripheral Equipment |
Computer and Peripheral Equipment | Ships GB200/GB300 AI servers, which company slides list as a high-growth business; analysts cited in the press expect servers to pass 30% of 2026 revenue | +4.39% | — | — | — | — | ASUS investor conference slides, 2026-08-12Anue (cnyes), 2026-04-19, report on PC brands' server outlookTVBS News, 2026-04-14, report on AI server makers' Q1 revenueCommercial Times, 2025-10-27, report on GB300 rack shipments |
| 2324仁寶 Computer and Peripheral Equipment |
Computer and Peripheral Equipment | Contract-manufactures AI servers; AI servers were 70-80% of server revenue in Q2 2026, and the company targets servers at 10% of 2026 revenue | -5.02% | — | — | — | — | Compal investor conference slides, 2026-08-13Liberty Times Finance, 2026-08-14, report on AI servers at the earnings callTVBS News, 2026-04-14, report on AI server makers' Q1 revenue |
| 4938和碩 Computer and Peripheral Equipment |
Computer and Peripheral Equipment | Assembles GB-series AI servers; management says it is confident of hitting its target of 10x AI server shipment growth in 2026, and a new US plant was slated for trial production (Mar 2026 report) | +8.76% | — | — | — | — | Liberty Times Finance, 2026-08-13, report on AI server shipments at the earnings callCommercial Times, 2026-03-11, report on monthly revenue and AI server outlookLiberty Times Finance, 2026-07-10, report on monthly revenue and AI server business |
| 2059川湖 Electronic Parts/Components |
Electronic Parts/Components | Makes server rails (slide rails) used in AI server racks | -18.93% | — | — | — | — | King Slide investor conference slides, 2026-08-07Economic Daily News, 2026-05-08, report on quarterly results and monthly revenueCommercial Times, 2025-12-12, report on server slide rails |
| 8210勤誠 Computer and Peripheral Equipment |
Computer and Peripheral Equipment | Makes server chassis and has extended into racks and liquid cooling; at its Mar 2026 earnings call it expected racks to reach 10%+ of revenue | -5.98% | — | — | — | — | Chenbro investor conference slides, 2026-09-04Commercial Times, 2026-03-12, report on capex at the earnings callTVBS News, 2026-04-14, report on AI server makers' Q1 revenue |
| 6805富世達 Electronic Parts/Components |
Electronic Parts/Components | Makes AI server slide rails and liquid-cooling quick disconnects | -2.31% | — | — | — | Thermal Management | Commercial Times, 2026-08-05, report on product lines and expansion at the earnings callCentral News Agency (via Economic Daily News), 2026-04-07, report on monthly revenueCommercial Times, 2025-12-12, report on server slide rails |
How is this list chosen?
Compiled once a month. A company is listed only when at least two public sources (earnings calls, annual reports, MOPS filings, company press releases, major financial media) show it has products or revenue in the theme, and each stock carries a one-line reason and its sources. Advisory stock picks and “theme stock list” articles are not used. Earlier lists are kept, never overwritten.
How is the theme index calculated?
Members are equal-weighted with dividends included (adjusted prices) and rebalanced on the first trading day of each month and whenever a new list takes effect. There was no list before the 2026-10 list took effect; that stretch is backfilled with the 2026-10 list and drawn as a grey dashed line.
What should I watch when backtesting with this list?
Backtesting the past with today's list overstates returns: it only holds companies that later became theme stocks and are still trading. Use each month's own list; treat results from the backfilled period as indicative only.
Related themes
Thermal Management Stocks1 in common
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Data: TWSE, TPEx; selection sources are on each row
