| 2383台光電 電子部品 |
電子部品 |
Makes high-end copper clad laminates (M8/M9 grade) for major AI server and 800G switch brands |
-4.98% |
— |
— |
— |
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 電子部品 |
電子部品 |
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 |
-8.93% |
— |
— |
— |
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 電子部品 |
電子部品 |
Makes high-speed copper clad laminates (M7/M8), has orders from US switch customers and is expanding a new plant in Thailand |
-14.81% |
— |
— |
— |
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 電子部品 |
電子部品 |
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) |
-15.11% |
— |
— |
— |
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 半導体 |
半導体 |
Makes high-layer-count ABF substrates, with demand from AI server chips and high-performance computing |
-2.41% |
— |
— |
— |
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 電子部品 |
電子部品 |
IC substrate maker producing ABF substrates, with demand from AI, high-performance computing and cloud |
-6.30% |
— |
— |
— |
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 電子部品 |
電子部品 |
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) |
-2.51% |
— |
— |
— |
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 電子部品 |
電子部品 |
Makes server and memory module boards and takes general-purpose server orders spilling over from high-end AI server makers |
-1.73% |
— |
— |
— |
Commercial Times, 2026-06-10, report on monthly revenueEconomic Daily News, 2026-04-16, report on analyst forecasts |
