AI Infrastructure Stocks

Delta Electronics

Market Cap: NT$5.7t

Provides power and thermal management solutions in Mainland China, the United States, Taiwan, Thailand, and internationally.

Western Digital

Market Cap: US$165.4b

Develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.

Vertiv Holdings Co

Market Cap: US$137.9b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Hon Hai Precision Industry

Market Cap: NT$3.5t

Provides electronic manufacturing services.

Lumentum Holdings

Market Cap: US$64.8b

Manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Flex

Market Cap: US$49.5b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, industrial, healthcare, industrial, and power industries.

Celestica

Market Cap: CA$64.9b

Provides supply chain solutions in Asia, North America, and internationally.

Accton Technology

Market Cap: NT$1.3t

Develops, manufactures, and sells computer network systems and wireless land area network (LAN) hardware and software products in Taiwan and internationally.

Quanta Computer

Market Cap: NT$1.3t

Manufactures, processes, and sells laptop computers and telecommunication products in the United States, Mainland China, the Netherlands, Japan, and internationally.

Wiwynn

Market Cap: NT$966.4b

Engages in the research, development, design, testing, and sales of semi products, and peripheral equipment and parts in the United States, Europe, Asia, and internationally.

nVent Electric

Market Cap: US$27.9b

Designs, manufactures, markets, installs, and services electrical connection and protection solutions in the America, Europe, the Middle East, India, Africa, the Asia Pacific, and internationally.

IbidenLtd

Market Cap: JP¥4.3t

Manufactures and sells electronic and ceramics products in Japan, Asia, North America, and internationally.

Everpure

Market Cap: US$24.6b

Provides data storage and management technologies, products, and services in the United States and internationally.

TTM Technologies

Market Cap: US$17.1b

Manufactures and sells mission systems, radio frequency (RF) components, RF microwave/microelectronic assemblies, and printed circuit boards (PCBs) and substrates in the United States, Taiwan, and internationally.

Lite-On Technology

Market Cap: NT$462.9b

Engages in the research, design, manufacturing, and sale of optoelectronic semiconductor components and power managements modules in Asia, the Americas, Europe, and internationally.

Advanced Energy Industries

Market Cap: US$13.7b

Provides precision power conversion, measurement, and control solutions in the United States, Asia, Europe, and internationally.

Zhen Ding Technology Holding

Market Cap: NT$429.1b

Engages in the design, development, manufacture, and sale of printed circuit boards (PCB) products in the United States, Mainland China, Taiwan, Singapore, and internationally.

Advantech

Market Cap: NT$413.7b

Engages in the research and development, design, manufacturing, and marketing of embedded computing boards, industrial automation products, and applied and industrial computers.

Forgent Power Solutions

Market Cap: US$13.0b

Forgent Power Solutions, Inc designs and manufactures electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities.

Giga-Byte Technology

Market Cap: NT$212.4b

Manufactures, processes, and trades in computer hardware peripherals and components in Taiwan, Europe, America, Canada, Singapore, Japan, China, Malaysia, and internationally.

MiTAC Holdings

Market Cap: NT$114.4b

Designs, develops, manufactures, and distributes computers and ancillary equipment, and communication related products in Taiwan, Europe, the United States, and internationally.

Fermi

Market Cap: US$3.5b

Engages in the development of private power campus for AI-centric customers in the United States.

Sinfonia TechnologyLtd

Market Cap: JP¥419.6b

Manufactures and sells semiconductor, aerospace, automobile, mobility, and industrial electrical equipment.

Evolv Technologies Holdings

Market Cap: US$1.3b

Develops, manufactures, markets, and sells security screening products and specific services in the United States and internationally.

Dicker Data

Market Cap: AU$1.7b

Engages in the wholesale distribution of IT hardware, software, cloud, and IoT solutions for corporate and commercial markets in Australia and New Zealand.

2G Energy

Market Cap: €988.5m

Manufactures and provides decentralized energy supply systems in Germany and internationally.

Chicony Power Technology

Market Cap: NT$34.5b

Engages in research, development, manufacturing, and trading of exchange-connected power supplies, electronic components and equipment, LED application products, and smart building systems in Taiwan, Asia, America, Europe, and internationally.

Allis ElectricLtd

Market Cap: NT$33.5b

Develops, produces, and sells transformers, switching devices, and electronic products worldwide.

HTC

Market Cap: NT$32.9b

Designs, manufactures, assembles, processes, and sells smart mobile and virtual reality and platforms in Taiwan and internationally.

2CRSI

Market Cap: €854.8m

Develops, manufactures, and distributes end-to-end computing solutions in France and internationally.

Netlist

Market Cap: US$852.0m

Designs, manufactures, and markets memory subsystems for the server, high-performance computing, and communications markets in the United States and internationally.

JNTC

Market Cap: ₩1.2t

Manufactures and sells mobile device components, specializing in tempered glass and connectors in South Korea.

Energy Vault Holdings

Market Cap: US$733.2m

Develops and deploys utility-scale energy storage solutions in the United States, Switzerland, United Kingdom, North America, Australia, and internationally.

TAI-TECH Advanced Electronics

Market Cap: NT$19.1b

Develops, manufactures, and sells magnetic materials and inductive components in Taiwan.

Adlink Technology

Market Cap: NT$19.0b

Manufactures and sells hardware, software, and peripheral equipment of industrial computers in the Asia Pacific, Mainland China, the United States, and Europe.

Zero One Technology

Market Cap: NT$16.4b

Provides enterprise information technology solutions in Taiwan and internationally.