LIWEI_TW Capital
@LIWEI_TWCapital
Even a great company is only worth recommending at the right price. Every trading idea shared should deliver real, actionable value when it matters most.
Joined January 2024
382 Following 11.6K Followers
AUO（友達） hugging $INTC on one side and $TSM on the other, yet trading at barely 1 USD.
Taiwan’s market is packed with hidden gems like this. Though TW market isn’t very foreign-investor friendly, so Liwei is just sharing the information —not a stock recommendation.
[News from TrendForce] TSMC Plans Mini-Loop at Kaohsiung to Speed CoWoS Tool Validation; Reportedly Eyes AUO Site for CoPoS
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That’s interesting!
Intel + AUO + Corning 正在形成一条很清晰的供应链 / 技术协同链：
$INTC Intel
— 封装架构 / 平台定义
— Micro LED + TGV
— Advanced Packaging / Optical I/O
/ AUOTY 友达 AUO
— 大尺寸玻璃加工
— GCS 玻璃核心基板
— TGV 玻璃通孔
— RDL
— Micro LED 整合与 CPO 模组
$GLW Corning 康宁
— 半导体级玻璃材料
— 玻璃基板
— 光纤 / 光连接
如果这条链继续往量产推进，我会重点看：
glass → TGV → RDL → bonding → optical engine → test
真正值得追的，不只是 Micro LED，而是玻璃在先进封装和 Optical I/O 里的价值量会不会开始明显提升。
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