$NVDA Vera CPU partner list from GTC Taipei. Taiwan ODMs: Foxconn, Quanta, Wiwynn, Wistron, Gigabyte, ASUS, Compal, Pegatron, Inventec, MSI Taiwan ODMs Supply Chain Mapping – Serenity’s CPO Hot Picks (Direct exposure only) • Foxconn → Shunsin (TWO:6451) (Foxconn’s silicon photonics / CPO packaging platform) • Quanta → FOCI (TWO:3363) (Key Fiber Array Unit (FAU) and optical interconnect supplier positioned for CPO scale-up architectures) • Wiwynn → Ayar Labs ecosystem → $SIVE (Optical I/O and external laser-source exposure) • $SIVE → Win Semi (TWO:3105) (Primary InP laser foundry partner for volume manufacturing) Other Taiwan ODMs — Wistron, Gigabyte, ASUS, Compal, Pegatron, Inventec and MSI should broadly benefit from the long-term AI server and CPO upgrade cycle