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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
参加 April 2024
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Palmer Luckey says Anduril will expand Taiwanese supply chain procurement 15-fold in 2026 The company added more than 15 Taiwanese suppliers over the past year, covering precision-machined components, batteries, motors, electronics, and optics Potential beneficiaries include: Coretronic ( Drone systems, optical payloads, and cameras Thunder Tiger ( Drone platforms, motors, and propulsion systems SimpLO (6121.TWO): Drone batteries and power management systems Jinming (3230.TWO): Precision-machined components and drone parts Taiwan is also acquiring 1,554 ALTIUS-700M attack drones and 478 ALTIUS-600ISR reconnaissance drones from Anduril
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