Technology Cycle Radar
科技週期雷達
AI Infrastructure

AI 基礎設施

Source: TWSE / TPEx monthly revenue OpenAPI.

ai_server_odm

廣達2382
4,239.7 億YoY 177.5%TWSE
緯創3231
4,600.7 億YoY 166.5%TWSE
緯穎6669
1,443.1 億YoY 50.4%TWSE
鴻海2317
9,217.7 億YoY 52.0%TWSE
英業達2356
832.7 億YoY 35.8%TWSE
技嘉2376
474 億YoY 98.4%TWSE
和碩4938
883 億YoY 34.1%TWSE

thermal

奇鋐3017
194.8 億YoY 54.3%TWSE
雙鴻3324
31.4 億YoY 67.2%TPEx
健策3653
32.3 億YoY 90.9%TWSE

chassis

勤誠8210
24.6 億YoY 40.5%TWSE

power

台達電2308
645.9 億YoY 34.9%TWSE

pcb_ccl

台光電2383
201.5 億YoY 129.8%TWSE
台燿6274
59.1 億YoY 132.5%TPEx
聯茂6213
50.4 億YoY 97.9%TWSE

abf_substrate

欣興3037
177.5 億YoY 56.3%TWSE
南電8046
53.5 億YoY 40.6%TWSE
景碩3189
48.1 億YoY 40.6%TWSE