Stocks List

以下是我文章中讨论过的所有股票的完整列表：

美国市场：

Celestica (CLS US): Celestica (CLS US) vs. Flex (FLEX US) – Who is the Google TPU Winner? ;

The Minerva – An Introduction of Meta ASIC Server Design, and its JDM Celestica (CLS US) ;

The Ironwood – An Introduction to Google TPU Rack & Optical Circuit Switch System

Flex (FLEX US): Celestica (CLS US) vs. Flex (FLEX US) – Who is the Google TPU Winner?

Coherent (COHR US): Will Coherent (COHR US) Miss This Time? ;

The Ironwood – An Introduction to Google TPU Rack & Optical Circuit Switch System

Marvell (MRVL US): Marvell (MRVL US) vs. Alchip (3661 TT) – Who is the AWS ASIC Winner? ;

The Accelerator War – AWS Tranium, Google TPU, Habana Gaudi and Others ;

What’s Going on with Marvell (MRVL US)? ;

Marvell (MRVL US) vs. Broadcom (AVGO US) vs. Alchip (3661 TT) vs. GUC (3443 TT) – A Brief Update on ASIC Plays

Credo (CRDO US): Credo (CRDO US) – A Hidden ASIC Server Play

Macom (MTSI US): Macom (MTSI US) – A Hidden Nvidia GB200 Play (updated version)

Amphenol (APH US): Is Amphenol Overpass Replaced by PCB? – All you need to know about GB200 NVSwitch tray redesign issue ;

NVIDIA (NVDA US) 2025 GTC Review – Is Amphenol (APH US) Dead Beyond NVL72?

NVIDIA (NVDA US): NVIDIA (NVDA US) GB200 vs. GB300? – The Naming Game ;

Is Amphenol Overpass Replaced by PCB? – All you need to know about GB200 NVSwitch tray redesign issue ;

Co-Packaged Optics (CPO) – The Next Big Thing for Nvidia (NVDA US)? ;

NVIDIA (NVDA US) GB300 Power System – An Overview of new PSU, BBU, and Super Capacitor Design ;

NVIDIA (NVDA US) GB300, Vera Rubin & Beyond – An Update on Future PCB/CCL and Power Design Change ;

What’s Going on in China AI? Deepseek, Manus, and their Impact on NVIDIA (NVDA US) Demand ;

What to Buy in Semi Downcycle (2)? – NVIDIA vs. ASIC Plays? ;

2025 Computex Review – An Introduction to 800V HVDC Power Rack ;

NVIDIA (NVDA US) VR200 NVL144 CPX – An Introduction to PCB Design Change and Beneficiaries

Kulicke & Soffa (KLIC US): ASM Pacific Technology (522 HK) vs. Kulicke & Soffa (KLIC US) – Who is the Fluxless TCB Winner?

Astera Labs (ALAB US): Astera Labs (ALAB US) – How Large is the GB200 Content Opportunity? ;

NVLink vs. UALink vs. NeuronLink vs. SUE vs. PCIe – How Large is Astera Labs (ALAB US) Switch Opportunity?

Monolithic Power Systems (MPWR US): Is Monolithic Power System (MPWR US) a Short? – The GB200 Power Module War

Broadcom (AVGO US): The Accelerator War – AWS Tranium, Google TPU, Habana Gaudi and Others ;

What to Buy in Semi Downcycle (2)? – NVIDIA vs. ASIC Plays? ;

Marvell (MRVL US) vs. Broadcom (AVGO US) vs. Alchip (3661 TT) vs. GUC (3443 TT) – A Brief Update on ASIC Plays

KLA (KLAC US): KLAC vs. Lasertec vs. ONTO vs. CAMT – The Process Control War, Plus Discussing the Moats of Semiconductor Equipment Companies

Onto Innovation (ONTO US): KLAC vs. Lasertec vs. ONTO vs. CAMT – The Process Control War, Plus Discussing the Moats of Semiconductor Equipment Companies

Camtek (CAMT US): KLAC vs. Lasertec vs. ONTO vs. CAMT – The Process Control War, Plus Discussing the Moats of Semiconductor Equipment Companies

Rambus (RMBS US): NVIDIA (NVDA US) VR200 NVL144 CPX – An Introduction to PCB Design Change and Beneficiaries

Teradyne (TER US): Co-Packaged Optics (CPO) – The Next Big Thing for NVIDIA (2)?

欧洲市场：

BESI (BESI NA): BESI (BESI NA) -- Where is Hybrid Bonding Used? ;

The Bonder War – An update on ASMPT (522 HK)，BESI (BESI NA), Shibaura (6590 JP), Tazmo (6266 JP) and other advanced packaging equipment players

SUSS MicroTec (SMHN GR): SUSS MicroTec (SMHN GR) -- A Hidden Advanced Packaging Play

Canatu (CANATU FH): Carbon Nanotube (CNT) – The Next Big Thing for EUV Pellicle?

ASMI (ASM NA): What to Buy in Semi Downcycle? – An Introduction to TSMC N2 & A16/A14 Beneficiary Plays

ASML (ASML NA/US): ASML (ASML US) -- The Return of the EUV King?

日本市场：

Nittobo (3110 JP): Nittobo (3110 JP) -- The King of Electronic Fiber Glass ;

Is Amphenol Overpass Replaced by PCB? – All you need to know about GB200 NVSwitch tray redesign issue ;

NEZ vs. Q Glass – Who Will be the Next Electronic Fiber Glass Winner?

Enplas (6961 JP): Enplas (6961 JP) -- Another Japan Fake AI Play? ;

The Ironwood – An Introduction to Google TPU Rack & Optical Circuit Switch System

Shibaura (6590 JP): The Bonder War – An update on ASMPT (522 HK)，BESI (BESI NA), Shibaura (6590 JP), Tazmo (6266 JP) and other advanced packaging equipment players

Tazmo (6266 JP): The Bonder War – An update on ASMPT (522 HK)，BESI (BESI NA), Shibaura (6590 JP), Tazmo (6266 JP) and other advanced packaging equipment players

Lasertec (6920 JP): Is Lasertec (6920 JP) a Short? – All you need to know about EUV mask inspection ;

Carbon Nanotube (CNT) – The Next Big Thing for EUV Pellicle? ;

KLAC vs. Lasertec vs. ONTO vs. CAMT – The Process Control War, Plus Discussing the Moats of Semiconductor Equipment Companies

Ebara (6361 JP): What to Buy in Semi Downcycle? – An Introduction to TSMC N2 & A16/A14 Beneficiary Plays

Fujifilm (4901 JP): What to Buy in Semi Downcycle? – An Introduction to TSMC N2 & A16/A14 Beneficiary Plays

Fujibo (3104 JP): What to Buy in Semi Downcycle? – An Introduction to TSMC N2 & A16/A14 Beneficiary Plays

Tokyo Ohka Kogyo (4186 JP): What to Buy in Semi Downcycle? – An Introduction to TSMC N2 & A16/A14 Beneficiary Plays

Fujimi (5384 JP): What to Buy in Semi Downcycle? – An Introduction to TSMC N2 & A16/A14 Beneficiary Plays

Maruwa (5344 JP): Maruwa (5344 JP) – A Hidden Data Center Optical Module & CPO Play

Union Tool (6278 JP): Is Amphenol Overpass Replaced by PCB? – All you need to know about GB200 NVSwitch tray redesign issue ;

NEZ vs. Q Glass – Who Will be the Next Electronic Fiber Glass Winner?

Mitsui Mining & Smelting (5706 JP): Mitsui Mining & Smelting (5706 JP) – An Introduction to SLP, MSAP, and CoWoP Technology ;

NVIDIA (NVDA US) VR200 NVL144 CPX – An Introduction to PCB Design Change and Beneficiaries

MEC (4971 JP): NVIDIA (NVDA US) VR200 NVL144 CPX – An Introduction to PCB Design Change and Beneficiaries

Mitsubishi Gas Chemical (4182 JP): Is This Time Different? – How Will AI Large Language Model Bring the Memory Supercycle?

Taiyo Holdings (4626 JP): Taiyo Holdings (4626 JP) – Introducing Another Hidden Memory Play

Mipox (5381 JP): Co-Packaged Optics (CPO) – The Next Big Thing for NVIDIA (2)?

Seikoh Giken (6834 JP): Co-Packaged Optics (CPO) – The Next Big Thing for NVIDIA (2)?

台湾及香港市场：

Baotek (5340 TT): Baotek (5340 TT) -- Taiwan’s Nittobo?

Alchip (3661 TT): Marvell (MRVL US) vs. Alchip (3661 TT) – Who is the AWS ASIC Winner? ;

The Accelerator War – AWS Tranium, Google TPU, Habana Gaudi and Others ;

What’s Going on with Marvell (MRVL US)? ;

Marvell (MRVL US) vs. Broadcom (AVGO US) vs. Alchip (3661 TT) vs. GUC (3443 TT) – A Brief Update on ASIC Plays

ASMPT (522 HK): The Bonder War – An update on ASMPT (522 HK)，BESI (BESI NA), Shibaura (6590 JP), Tazmo (6266 JP) and other advanced packaging equipment players ;

ASM Pacific Technology (522 HK) vs. Kulicke & Soffa (KLIC US) – Who is the Fluxless TCB Winner?

Mediatek (2454 TT): The Accelerator War – AWS Tranium, Google TPU, Habana Gaudi and Others

Jentech (3653 TT): NVIDIA (NVDA US) VR200 NVL144 CPX – An Introduction to PCB Design Change and Beneficiaries

Global Unichip Corp (3443 TT): Marvell (MRVL US) vs. Broadcom (AVGO US) vs. Alchip (3661 TT) vs. GUC (3443 TT) – A Brief Update on ASIC Plays

LOTES (3533 TT): Co-Packaged Optics (CPO) – The Next Big Thing for NVIDIA (2)?