Market
Sectors
Fundamentals
Ownership & Flows
Market
Sectors
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.
20D return
-21.39%
TAIEX TR -11.40%
Foreign 20D
-1199.9
100M TWD · 1/8 net buying-954.0 ex-台光電
Investment trust 20D
+702.7
100M TWD
State (20D)
Distributing
-1741.4 vs prior 20D
PCB / ABF Substrates theme index
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List in effect
Backfilled with the 2026-10 list
TAIEX Total Return Index
PCB / ABF Substrates stocks: monthly revenue
Which Taiwan stocks are PCB / ABF Substrates stocks?
| Stock | Sector | Why it's listed | 20D | 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 | -12.15% | — | — | — | 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 | -12.76% | — | — | — | 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 | -31.17% | — | — | — | 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) | -31.95% | — | — | — | 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 | -21.71% | — | — | — | 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 | -26.03% | — | — | — | 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) | -22.82% | — | — | — | 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 | -10.70% | — | — | — | Commercial Times, 2026-06-10, report on monthly revenueEconomic Daily News, 2026-04-16, report on analyst forecasts |
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.
