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

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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