Market
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Market
Sectors
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
-9.90%
TAIEX TR -11.40%
Foreign 20D
+23.0
100M TWD · 5/12 net buying+93.6 ex-鴻海
Investment trust 20D
-157.6
100M TWD
State (20D)
Accumulating
+573.3 vs prior 20D
AI theme index
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List in effect
Backfilled with the 2026-10 list
TAIEX Total Return Index
AI stocks: monthly revenue
Which Taiwan stocks are AI stocks?
| Stock | Sector | Why it's listed | 20D | 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% | -4.38% | — | — | — | 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 | -8.89% | — | — | — | 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 | -5.63% | — | — | — | 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 | -14.39% | — | — | — | 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 | -4.41% | — | — | — | 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) | -13.12% | — | — | — | 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 | -8.84% | — | — | — | 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 | -8.14% | — | — | — | 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) | +13.79% | — | — | — | 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 | -29.19% | — | — | — | 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 | -24.61% | — | — | — | 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 | -9.96% | — | — | 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 |
About This Metric
Definition
Groups of stocks classified by theme rather than by industry.
- Theme index: members equal-weighted, dividends included (adjusted prices), rebalanced on the first trading day of each month and whenever a new list takes effect.
- Institutional net buying is the sum across member stocks.
- Lists are compiled monthly. A company needs at least two public sources showing it has products or revenue in the theme, and each entry carries a one-line reason and source; advisory stock picks and “concept stock list” articles are not used. Older lists are kept, not overwritten.
- The stretch before the 2026-10 list took effect is backcast with the 2026-10 list and drawn as a grey dashed line.
Source
Lists compiled by Blave, TWSE, TPEx
Caveat
Backtesting the past with today's list overstates results; use each month's list for that month.
Related themes
Thermal Management Stocks1 in common
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