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.
2317.TWLargest ODM for NVL72; system integrator + cabling.
2481.TW台系離散元件一條龍 IDM：二極體高市佔 + 自研 MOSFET；AI 伺服器高壓超級結(super-junction) MOSFET 放量，已切入 GB200／美系 ASIC 機櫃。車用佔營收約3成、工控約2成 [元大, 2025-10-22]；前4月營收47.19億、年增10.65% [理財周刊, 2026-06-01]。
3491.TWO高頻微波與毫米波元件廠（UMT）；已開發並出貨低軌衛星 TT&C（測控）與 ISL（衛星間鏈路）產品，台灣「血統最純」低軌衛星供應商 [3]。
IFX.DE全球功率半導體龍頭（GaN/SiC/Si 全製程）；宣告支援 800VDC 資料中心架構 [EDN]，AI 資料中心電源營收本會計年度約 €1.5B、下年挑戰 €2.5B（CEO Hanebeck）；下半年傳缺貨、漲價，外溢效應之源頭。
INTCEMIB advanced packaging supplier for Google's v9 Humufish (and 8e variant) — alternative to TSMC CoWoS-S; supplies Xeon + IPU for Google AI DC infra.
MUHBM4 third source; smaller share but qualified.
005930.KSHBM4 supplier (secondary); diversifying after losing 2024 lead.
2454.TWLead designer for cost-optimized inference TPUs (v7e, v8i Zebrafish, v9 Humufish) and I/O-die + back-end design service for the training TPU 8t Sunfish [3].
3231.TWODM; tray + sub-assembly.
3665.TWCable assemblies for AI servers + CPO connector ecosystem.
AVGOTomahawk / Jericho CPO switch silicon competitor; named in CPO ecosystem.
GLWOptical fiber for CPO; NVIDIA $3.2B deal 2026-05.