Win Semi (3105) is almost never mentioned in photonics analyst reports. But they’ll probably show up as an important bottleneck for scaling lasers next year.Glad to see Shunsin (6451) start picking up steam from my TW longs.Foci (3363), MSSCorp (6830) should start getting some attention too imo after Computex / $NVIDIA(NVDA.US) conference next month.Nextronics (8147), I personally kinda expect to 3x down the road.. once disposition is over.5 of my favorite CPO exposure longs over in Taiwan, especially at current prices.Source: Serenity

Garden Stage Ltd

NVIDIA

ZHENGYE INT'L

HUAZHONG IN-V

MILLENNIUM PG

NVIDIA Corporation

AI/Semi Supply Chain Analyst
ex. RISC-V FDN, AI research scientist;