LIWEI_TW Capital(@LIWEI_TWCapital):With CPU discussions taking over my X timeline, I put together a map of Taiwanese companies tied to the Big Three CPU ecosystems—and where each one sits in the supply chain. The focus here is server CPUs: the companies making the silicon, packaging it, mounting it onto motherboards, and building the systems around it. The CPU trade doesn’t stop at $ARM, $AMD and $INTC

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.

参加 January 2024

400 フォロー中 11.8K ファン

LIWEI_TW Capital@LIWEI_TWCapital

2026.09.21 00:34

With CPU discussions taking over my X timeline, I put together a map of Taiwanese companies tied to the Big Three CPU ecosystems—and where each one sits in the supply chain. The focus here is server CPUs: the companies making the silicon, packaging it, mounting it onto motherboards, and building the systems around it. The CPU trade doesn’t stop at $ARM, $AMD and $INTC