FOCIFOCI Fiber Optic Communications, Inc.
📋 CPO longs in Taiwan are performing well, waiting for Win Semi, Msscorp, and Nextronics to catch up
CPO longs in Taiwan are performing well, waiting for Win Semi, Msscorp, and Nextronics to catch up.
Evidence & details
- +Post states SIVE is a personal favorite for CPO related stuff
- +Claims they go from 0 to 100 full steam ahead in next 2 years
- ⚡CPO (co-packaged optics) adoption
- ⚡AI capex spend growth
Chart
Post Timeline · 4 posts
@vas_203 $SIVE (laser), Foci (fau/optical components), Shunsin (packaging/test), MSSCorp (yields) are personally my favorites right now for CPO related stuff. Since they all basically go from 0 to 100 full steam ahead in the next 2 years.
Thesis: Bullish on SIVE for CPO related stuff as it goes from 0 to 100 in next 2 years.
Next year… I’m expecting there to be many articles about FAU + component bottlenecks. Especially as the new CPO architecture led by $NVDA + $TSM starts to scale. Then a lot of these names like FOCI (~$2.8B MC) or Nextronics (~$246M MC) that I’m mentioning today will be in the c…
Thesis: Expects FAU + component bottlenecks as CPO architecture led by NVDA+TSM scales, making FOCI and Nextronics central beneficiaries.
HOW DOES $POET ($3.14B) HAVE A HIGHER VALUATION THAN FOCI (3363, $3.1B)??? FOCI IS LITERALLY THE BOTTLENECK FOR CPO VOLUME RAMP AND MAIN SUPPLIER FOR $TSM AND $NVDA. High conviction Foci outperforms once institutions find this name. Also, can Foci management please pursue NAS…
Thesis: Post argues that FOCI is undervalued compared to POET, highlighting FOCI's critical role as bottleneck for CPO volume ramp and main supplier to TSM and NVDA, expecting outperformance once institutions…
Honestly I’m expecting FOCI (3363) to blow away projections over next two years. It’s a pretty high conviction position for me medium term at this level. Since they’re expected to be the leading supplier to $NVDA and $TSM and get frequently cited as a bottleneck for that $91B+…
Thesis: FOCI is expected to be a leading supplier to NVDA and TSM, acting as a critical bottleneck for the CPO TAM, and is undervalued compared to peers.
FOCI is a compelling pure-play CPO exposure with FAU supply bottleneck and strong demand visibility from TSM, HIMX, and Goldman Sachs research.
source ↗Both FOCI and MSScorps are critical chokepoints in the CPO supply chain with high growth potential; FOCI as a bottleneck for FAU and optical components, MSScorps as a potential monopoly over yields with high market share.
source ↗FOCI is expected to be a leading supplier to NVDA and TSM, acting as a critical bottleneck for the CPO TAM, and is undervalued compared to peers.
source ↗FOCI (3363) is undervalued at ~$3B given its massive BOM relative to market cap and expected dominant market share for NVDA/TSM. Revenue materializes in 2027/2028, frontrunning the CPO supercycle.
source ↗Post argues that FOCI is undervalued compared to POET, highlighting FOCI's critical role as bottleneck for CPO volume ramp and main supplier to TSM and NVDA, expecting outperformance once institutions discover it.
source ↗FOCI is undervalued by the market as it is the bottleneck for CPO volume ramp, similar to AXTI last year.
source ↗Expects FAU + component bottlenecks as CPO architecture led by NVDA+TSM scales, making FOCI and Nextronics central beneficiaries.
source ↗NVDA June 1 Computex/GTC Taipei keynote is a major catalyst that should be heavily bullish for the Taiwan optical ecosystem, including Shunsin, Foci, Nextronics, and MSScorps.
source ↗FOCI and MSS are small Taiwanese companies expected to benefit from TSMC's CPO and silicon photonics developments, though institutional interest may be overhyped.
source ↗CPO longs in Taiwan are performing well, waiting for Win Semi, Msscorp, and Nextronics to catch up.
source ↗