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📋 AMD's $10B+ investment into Taiwan ecosystem is bullish for Taiwan supply chain participants, particularly ASX and SANM as collaborators and ODM partners
medium convictionFirst mentioned Mar 26, 2026
AMD's $10B+ investment into Taiwan ecosystem is bullish for Taiwan supply chain participants, particularly ASX and SANM as collaborators and ODM partners.
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entry Mar 26, 2026
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openedMar 26, 2026
Identifies winners in optical transceiver PCB bottleneck (SANM, TTMI) and argues laser chokepoints (LITE, SIVE, MTSI, COHR) are more compelling for structural re-rating.
source ↗📝
updatedMay 21, 2026+1 conv
AMD's $10B+ investment into Taiwan ecosystem is bullish for Taiwan supply chain participants, particularly ASX and SANM as collaborators and ODM partners.
source ↗