MSSCORP · Msscorps Co., Ltd.Msscorps Co., Ltd.
📋 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 · 2 posts
几个值得重点关注的“实质性垄断”标的: - MSSCORP (6830)：在检测和 CPO 良率把控上构筑了极深的专利护城河。 - $SOI：主导绝缘体上硅 (SOI) 衬底市场。 - NGK (5333)：稳拿薄膜铌酸锂 (TFLN) 晶圆核心技术。 - $AXTI：把控磷化铟 (InP) 衬底等上游关键材料。 像讯芯 (Shunsin) 这类公司其实很难被轻易颠覆，毕竟背靠富士康，而富士康本身就深深扎根于众多核心供应链的腹地 🏭 $SIVE 的逻辑也极其相似。他们已经成功打入 (design in) 了众多顶尖 CPO 架构的设计体系…
Thesis: 多个实质性垄断标的被列为重点关注，包括MSSCORP、SOI、NGK、AXTI，其中$SIVE逻辑类似，已打入顶尖CPO设计体系。同时提示$HIMX未来存在被踢出局（design out）的风险，但短期内仍有机会。
@vas_203 $SIVE (laser), Foci (fau/optical components), Shunsin (packaging/test), MSSCorp (yields) are personally my favorites right now for CPO related stuff. Since they all basically go from 0 to 100 full steam ahead in the next 2 years.
Thesis: Bullish on SIVE for CPO related stuff as it goes from 0 to 100 in next 2 years.
Hyperscaler capex increases, particularly from SK Hynix, Micron, and Samsung, will flow upstream to TOWA. MSSCORP is more nuanced as CPO is not yet volume ramped.
source ↗MSSCORP has a functional monopoly in CPO inspection, critical for NVDA/TSM yields, aiming for 90% market share.
source ↗多个实质性垄断标的被列为重点关注，包括MSSCORP、SOI、NGK、AXTI，其中$SIVE逻辑类似，已打入顶尖CPO设计体系。同时提示$HIMX未来存在被踢出局（design out）的风险，但短期内仍有机会。
source ↗CPO longs in Taiwan are performing well, waiting for Win Semi, Msscorp, and Nextronics to catch up.
source ↗