Ten-Bagger Stock Picking

Serenity recently posted about three Taiwanese stocks related to CPO.

Eve Precision
Taiwan Stock Code 8147
Responsible for co-packaged substrates and high-speed electrical connector components within the rack in the CPO industry chain.

FOCI Fiber Optic Communications
Taiwan Stock Code 3363
Responsible for FAU (Fiber Array Unit) in the CPO industry chain—a key passive component for precisely aligning external optical fibers to silicon photonic PICs.

ShunSin Technology
Taiwan Stock Code 6451
Responsible for the packaging and assembly of optical modules and CPO modules in the CPO industry chain (a subsidiary of Foxconn Group, a Broadcom CPO packaging partner).

In addition, the following companies are also on his CPO stock list, primarily listed in the US:

1. SIVE $SIVERS SEMICONDUCTORS AB(SIVEF.US) 
2. TSEM $Tower Semicon(TSEM.US) 
3. AXTI $AXT(AXTI.US) 
4. IQE $IQE plc(IQE.UK) 
5. MTSI $Macom Tech(MTSI.US) 
6. LITE $Lumentum(LITE.US) 
7. COHR $Coherent Corp.(COHR.US) 
8. GFS $GlobalFoundries(GFS.US) 
9. ASX $Advanced Semiconductor Engineering(ASX.US) 
10. SOI