companies
每家公司有自己的詳細頁，含 BOM 反向查 / 題材歸屬 / 股價 / 估值 / 財報 / 新聞。排序依 BOM 列數 + 題材數加權，常出現在前面。
HPEFirst major ODM partner publicly adopting AMD Helios rack architecture for 2026 AI systems (Tom's Hardware).
2449.TWTaiwan testing house (FT + burn-in); TPU 8t/8i final test partner per supply-chain reports.
6510.TWOProbe card supplier; benefits from advanced-node ASIC test demand including Google TPU.