MSSCORPS

MSSCORP has a functional monopoly on CPO inspection, critical for NVDA and TSM yields as CPO ramps.

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.

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.

MSScorps has a de facto monopoly over CPO inspection needed yields and will perform well as CPO scales.