6451 · ShunSin Technology Holdings LimitedShunSin Technology Holdings Limited
📋 Several Taiwanese stocks are positioned as CPO exposure longs, with potential for growth as photonics scaling and industry events unfold
Several Taiwanese stocks are positioned as CPO exposure longs, with potential for growth as photonics scaling and industry events unfold.
Evidence & details
- +CPO TAM goes from $0 to $91B according to GS research.
- +Author successfully frontran the previous photonics supercycle with AAOI, LITE, AXTI.
- +Many players with little exposure to current cycle (like SIVE, SOI) become new dominant CPO players.
- +Markets typically price in 8-12 months ahead of mass production milestones.
- ⚡Mass production start H2 2026 for scale out.
- ⚡Scale up in H2 2027 driving massive growth.
- −Existing US players (LITE, COHR) have legacy pluggable revenue that may face cannibalization, limiting re-rating potential.
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Post Timeline · 4 posts
Interesting report that I missed that Shunsin (6451) landed $AVGO CPO/SiPH orders… And their EPS growth rate could reach over 1240%. Of course this is confidential and is media speculation. But makes sense that all your top players use Foxconn for optical packaging/test. http…
Thesis: Shunsin landed AVGO CPO/SiPH orders, with potential EPS growth over 1240%.
People wonder why I'm focusing on non-US markets recently. Why? CPO is my #1 thematic long. Markets don't know yet, the sudden paradigm shift in photonics... I was one of the only to frontrun the current supercycle in 2025 w/ $AAOI @ ~$30, $LITE ~$300s, and $AXTI at ~$13 on…
Thesis: CPO (co-packaged optics) is the #1 thematic long with TAM going from $0 to $91B. New dominant players in non-US markets (Europe: SIVE, SOI) and existing US players (LITE, COHR) stand to benefit. Legac…
Highly bullish implications today for Shunsin (6451). Which is Foxconn’s SiPH and CPO packaging/test arm. -> UDN reported upward revision in volume and Foxconn began shipping cpo switch racks to $NVDA -> CPO products are being produced in Foxconn's Vietnam plant… Guess whic…
Thesis: Shunsin is Foxconn's SiPH and CPO packaging/test arm, now benefiting from CPO volume ramp as Foxconn ships CPO switch racks to NVDA and expands Vietnam facility, indicating start of massive growth.
@Rumbourbon23 Yes, Shunsin is now out of disposition. I added some more positions today.
Thesis: Shunsin is out of disposition; adding to positions.
6451 is a rare company in NVDA's supply chain that was heavily de-risked, making it a strong investment opportunity.
source ↗Shunsin (6451) is likely to double because Foxconn's optical packaging arm is undervalued relative to $LWLG.
source ↗Shunsin is transitioning from low-margin OSAT (15-16% gross margins) to higher-margin CPO/1.6T optical assembly (30-35% gross margins) due to its role in NVDA CPO supply chains. With Foxconn backing and a low market cap of $1.4B, the stock is undervalued and expected to double soon.
source ↗Multiple bullish signals in semiconductor and foundry sector: ASML and TSM have good earnings outlook, UMC has price hike for foundry, Taiwan OSATs like Shunsin (6451) are long due to demand outstripping supply.
source ↗Bullish on photonics supply chain (SIVE, 6451, MRVL, HPS.A) due to CPO/1.6T supercycle, with specific catalysts for each.
source ↗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.
source ↗ShunSin (6451) is the optical packaging arm of Foxconn, which was picked by NVDA as exclusive rack-scale supplier for Groq accelerator. This positions ShunSin to benefit from NVDA's next-gen supply chain via Foxconn's vertical integration, making it a leading player in NVDA's optical supply chain at a low valuation.
source ↗Shunsin is a hidden beneficiary of Nvidia's CPO ramp through Foxconn vertical integration, as Foxconn's optical arm captures captive optical and advanced packaging volume.
source ↗Shunsin (6451) is a hidden beneficiary of CPO packaging/test/assembly driven by Foxconn and GS CPO projections, with limited awareness among investors.
source ↗Shunsin is Foxconn's SiPH and CPO packaging/test arm, now benefiting from CPO volume ramp as Foxconn ships CPO switch racks to NVDA and expands Vietnam facility, indicating start of massive growth.
source ↗Shunsin landed AVGO CPO/SiPH orders, with potential EPS growth over 1240%.
source ↗Shunsin (6451) CPO/SiPh thesis is playing out as the stock starts to rise.
source ↗Several Taiwanese stocks are positioned as CPO exposure longs, with potential for growth as photonics scaling and industry events unfold.
source ↗