3105 · WIN Semiconductors Corp.WIN Semiconductors Corp.

Price rising vertically may indicate undervaluation.

Private placement by Win Semi (3105) with ~9.4% dilution is actually bullish as it may indicate strategic investment from a major customer, similar to Broadcom's previous stake that led to a long-term partnership.

Win Semi's private placement may indicate acquisition of a new long-term customer, similar to when AVGO became their lead customer after a prior placement.

Win and Shunsin are compelling investments over the next 12 months, with CPO-related names expected to outperform despite short-term volatility and macro risks.

Several Taiwanese stocks are positioned as CPO exposure longs, with potential for growth as photonics scaling and industry events unfold.