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.
가입 January 2024
400 팔로잉 중 11.8K 팬
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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