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。
MRVLCustom CPO + retimer silicon.
6669.TWHyperscale AI rack ODM (Wistron group). At Computex 2026 showed a fully liquid-cooled Vera Rubin NVL72 rack (72 Rubin GPU + 36 Vera CPU, up to 10X perf/W), a rack-level 800VDC HVDC solution (power rack + liquid-cooled busbar + 800V-to-50V PDB) co-developed with Delta + TE Connectivity, AND a CPO optical scale-up rack with Ayar Labs + GUC (3443).
2376.TWAI server + motherboard maker; named in NVIDIA''s Vera Rubin full-production partner roster (Computex 2026).
6282.TW電源供應器廠（全球前十大），AI 相關產品占營收近 2 成（2025 前三季）；33kW power shelf 量產供 GB300 NVL72、72kW 2026 推出，OmniOn（前 ABB 電源事業）補強 HVDC 系統能力 [遠見, 2025-11-14]
6442.TWOHigh-core-count optical fiber cassette + RF/optical passive components supplier; 2025 revenue NT$10.5B (+64% YoY), gross margin 57.7%. ~90% revenue from US CSPs (Google / Microsoft / Meta / Amazon / Anthropic), 75% customized. Through <30% stake in subsidiary 合聖, in qualification stage for CPO active light source (ELS) + fiber array unit (FAU); target 2026 mass production but not yet shipping. Manufacturing in Taiwan / Philippines / China / Europe.
LITECPO laser + transceivers; NVIDIA $2B investment 2026-03.
NOKFinnish networking equipment maker. NVIDIA invested $1B in Oct-2025 (2.90% stake) to co-develop AI-RAN and 6G via the NVIDIA Arc Aerial RAN Computer platform. 2026 Q1 AI+cloud net sales YoY +49%; CAGR guide raised from 16% to 27% through 2028. Also supplies data-center routers/switches to Microsoft Azure and CoreSite.
2324.TWTop-3 global notebook ODM. Tangential RTX Spark beneficiary — likely contract-builds RTX Spark notebooks for branded OEMs, but no public source names Compal for RTX Spark specifically (industry inference).
2327.TW全球 MLCC 第三、chip resistor 第一、鉭電容第一；產線涵蓋 MLCC / 鉭電容 / 鋁電容（透過子公司凱美）/ chip resistor。2026/02 領漲台灣被動元件、外資 5/14 目標價 495 元，AI 伺服器高階 MLCC + TLVR 雙紅利。
2353.TWPC brand. Named as an RTX Spark partner "expected to follow" the initial Fall-2026 launch wave (Computex 2026).
2356.TWNotebook + AI server ODM. Tangential RTX Spark beneficiary — plausible contract ODM, not source-confirmed for RTX Spark (industry inference).
2377.TWGaming + AI PC brand/ODM. RTX Spark launch OEM (e.g. MSI Prestige N16 Flip AI laptop); also builds RTX Spark desktop systems shown at Computex 2026.