Market
Fundamentals
Ownership & Flows
Market
Fundamentals
Ownership & Flows
PCB / ABF Substrates Stocks
PCB / ABF substrate stocks make the boards that carry and connect chips: copper clad laminates, circuit boards for servers and switches, and ABF substrates used in chip packaging. Blave's 2026-10 list has 8 stocks, each with a reason and public sources.
PCB / ABF Substrates theme index
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| Stock | Sector | Why it's listed | 20D | Monthly revenue YoY | ROE | Foreign holding chg | Also in | Sources |
|---|---|---|---|---|---|---|---|---|
| 2383台光電 Electronic Parts/Components |
Electronic Parts/Components | Makes high-end copper clad laminates (M8/M9 grade) for major AI server and 800G switch brands | -4.21% | — | — | — | — | EMC investor conference slides, 2026-07-30Commercial Times, 2026-03-12, report on annual revenue and dividendEconomic Daily News, 2026-06-08, report on a broker note on PCB suppliersEconomic Daily News, 2026-02-04, report on CCL makers |
| 2368金像電 Electronic Parts/Components |
Electronic Parts/Components | Makes circuit boards for AI servers and switches, with advanced server and networking boards listed in company slides; press reports say the company expects higher share with ASIC customers in 2026 and plans one new plant a year in 2027-2029 | +16.67% | — | — | — | — | Gold Circuit Electronics investor conference slides, 2026-08-19Economic Daily News, 2026-06-08, report on a broker note on PCB suppliersCommercial Times, 2025-05-12, report on Q1 earnings |
| 6274台燿 Electronic Parts/Components |
Electronic Parts/Components | Makes high-speed copper clad laminates (M7/M8), has orders from US switch customers and is expanding a new plant in Thailand | +15.25% | — | — | — | — | TUC investor conference slides, 2026-07-30Commercial Times, 2026-06-05, report on monthly revenueEconomic Daily News, 2026-06-08, report on a broker note on PCB suppliers |
| 3037欣興 Electronic Parts/Components |
Electronic Parts/Components | Makes ABF substrates and AI HDI boards, with AI data centers listed as an application in company slides; analysts cited in the press put its share of US AI ASIC substrates above 70% (Jan 2026) | +10.82% | — | — | — | — | Unimicron investor conference slides, 2026-07-29Economic Daily News, 2026-01-12, report on ABF substratesCommercial Times, 2026-07-22, report on ABF substrate makers |
| 3189景碩 Semiconductors |
Semiconductors | Makes high-layer-count ABF substrates, with demand from AI server chips and high-performance computing | +22.68% | — | — | — | — | Kinsus investor conference slides, 2026-09-04Commercial Times, 2026-07-22, report on ABF substrate makersEconomic Daily News, 2026-03-13, report on PCB makers |
| 8046南電 Electronic Parts/Components |
Electronic Parts/Components | IC substrate maker producing ABF substrates, with demand from AI, high-performance computing and cloud | +27.49% | — | — | — | — | Nan Ya PCB investor conference slides, 2026-08-27Commercial Times, 2026-07-22, report on ABF substrate makersEconomic Daily News, 2026-01-12, report on ABF substrates |
| 4958臻鼎-KY Electronic Parts/Components |
Electronic Parts/Components | Makes PCBs and IC substrates; the company targets server and optical module revenue to at least double in 2026, and AI-related revenue was nearly 70% (Mar 2026 report) | +6.03% | — | — | — | — | Zhen Ding investor conference slides, 2026-10-13Economic Daily News, 2026-03-13, report on PCB makersTechNews, 2025-08-12, report on AI orders and capex |
| 3044健鼎 Electronic Parts/Components |
Electronic Parts/Components | Makes server and memory module boards and takes general-purpose server orders spilling over from high-end AI server makers | +14.90% | — | — | — | — | Commercial Times, 2026-06-10, report on monthly revenueEconomic Daily News, 2026-04-16, report on analyst forecasts |
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
Data: TWSE, TPEx; selection sources are on each row
