companies
Each company has its own page with reverse BOM lookup, theme membership, price, valuation, earnings and news. Ranked by BOM rows + theme count, so the most-connected show up first.
6405.TW玻璃基板研磨、減薄、拋光設備；G2C+ 聯盟成員，直接對接 TSMC 玻璃封裝產線 [5]。
6510.TWOProbe card supplier; benefits from advanced-node ASIC test demand including Google TPU.
6862.TW高階 power inductor；鉅亨網列「高階占比拉升」族群代表。
8027.TWOTGV (Through-Glass Via) 雷射鑽孔設備；G2C+ 聯盟成員 [5]。
8261.TW中低壓 MOSFET 台廠；受惠歐美 IDM 排擠中低階產能的外溢效應與安世二供轉單（推估）。題材 secondary。