Serenity(@aleabitoreddit ):Pretty sure institutions like GS missed Shunsin (6451) at $1.65B for CPO packaging/test/assembly. Which is why I'm very bullish on it as a completely backdoored, hidden + major beneficiary of $NVDA CPO ramp. Foxconn is a major supply chain partner among $TSM and $ASX. But… Shunsin is Foxconn's optical arm, and captures their captive optical and advanced packaging volume. So they're not explicitly listed anywhere or have direct contracts with Nvidia (but Foxconn does) But likely soaks up Nvidia CPO + other volumes through Foxconn vertical integration.

2026.05.05 01:23

Pretty sure institutions like GS missed Shunsin (6451) at $1.65B for CPO packaging/test/assembly. Which is why I'm very bullish on it as a completely backdoored, hidden + major beneficiary of $NVDA CPO ramp. Foxconn is a major supply chain partner among $TSM and $ASX. But… Shunsin is Foxconn's optical arm, and captures their captive optical and advanced packaging volume. So they're not explicitly listed anywhere or have direct contracts with Nvidia (but Foxconn does) But likely soaks up Nvidia CPO + other volumes through Foxconn vertical integration.