LIWEI_TW Capital(@LIWEI_TWCapital):AUO（友達）https://t.co/kkCpDy0cmh 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

2026.09.21 10:23

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

Sirin｜供应链雷达@SupplyRadarX

2026.09.21 10:11

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。