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
3,114.8 億YoY 94.4%TWSE
緯創3231
2,901.8 億YoY 39.2%TWSE
緯穎6669
840.5 億YoY 18.2%TWSE
鴻海2317
8,594.1 億YoY 39.6%TWSE
英業達2356
828.1 億YoY 35.3%TWSE
技嘉2376
490.5 億YoY 5.0%TWSE
和碩4938
959.6 億YoY 12.0%TWSE

thermal

奇鋐3017
158.7 億YoY 60.6%TWSE
雙鴻3324
31.4 億YoY 93.8%TPEx
健策3653
23.1 億YoY 37.7%TWSE

chassis

勤誠8210
25.2 億YoY 37.3%TWSE

power

台達電2308
589.6 億YoY 43.7%TWSE

pcb_ccl

台光電2383
156.2 億YoY 114.6%TWSE
台燿6274
47.9 億YoY 128.5%TPEx
聯茂6213
38 億YoY 29.3%TWSE

abf_substrate

欣興3037
140.6 億YoY 32.4%TWSE
南電8046
44.4 億YoY 35.8%TWSE
景碩3189
42 億YoY 33.0%TWSE