TW silicon photonics names are unstoppable! 🥳 Based on $TSM’s current guidance, 2027 EPS is estimated at around NT$200. At 20–25x P/E, that’s NT$4,000–5,000/share, or roughly US$3.24–4.05tn market cap. Assuming Xi doesn’t invade us first 😂 Can you imagine how much liquidity could get sucked into the Taiwan stock market if $TSM actually trades there? US$4tn would put TSM alone close to the size of the entire UK stock market today. And TW photonics micro caps can easily 5–10x riding this wave, I think.

$6510.TW (中華精測）Targets 2–3x Capacity as AI Raises Testing Requirements Economic Daily News aims to expand total capacity to two to three times its current level by 2027. The expansion includes a new Taoyuan plant as its product mix shifts toward AI, HPC and ASIC test interfaces. Higher currents and tighter signal-integrity requirements could increase demand for higher-value MEMS probe cards and test boards. If delivered on schedule, the added capacity would give more room to serve that shift. Sources

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The TW Steel VS128 TT Isle of Man Races Special Edition isn’t just built for speed, it lives in it. With a carbon dial, bold orange accents and VK64 chronograph movement, this 45mm timepiece brings the energy of the world’s most legendary road race to your wrist.