AI Infrastructure Stocks

Delta Electronics

Market Cap: NT$3.0t

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

Hon Hai Precision Industry

Market Cap: NT$3.0t

Provides electronic manufacturing services.

Western Digital

Market Cap: US$88.2b

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$68.0b

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.

Lumentum Holdings

Market Cap: US$36.0b

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

Quanta Computer

Market Cap: NT$1.1t

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

Elite Material

Market Cap: NT$688.3b

Engages in the production and sale of copper clad laminates, electronic-industrial specialty chemical and raw materials, and electronic components in Taiwan, China, and internationally.

Wiwynn

Market Cap: NT$677.4b

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.

Pure Storage

Market Cap: US$21.2b

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

Accton Technology

Market Cap: NT$665.1b

Develops, manufactures, and sells computer network systems and wireless land area network (LAN) hardware and software products in Taiwan, the United States, the Asian-Pacific, Europe, and internationally.

Super Micro Computer

Market Cap: US$18.4b

Develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally.

IbidenLtd

Market Cap: JP¥2.0t

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

LS ELECTRIC

Market Cap: ₩17.7t

Provides smart energy solutions in South Korea and internationally.

Lite-On Technology

Market Cap: NT$373.4b

Operates as an electronics company worldwide.

TTM Technologies

Market Cap: US$9.6b

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

Giga-Byte Technology

Market Cap: NT$152.4b

Manufactures, processes, and trades in computer peripherals and component parts in Taiwan, Europe, the United States, Canada, China, and internationally.

MiTAC Holdings

Market Cap: NT$100.3b

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

Sinfonia TechnologyLtd

Market Cap: JP¥305.3b

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

Arcadyan Technology

Market Cap: NT$39.4b

Primarily engages in the research, development, manufacture, and sale of broadband access, multimedia, and wireless infrastructure solutions.

HTC

Market Cap: NT$37.5b

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

Allis ElectricLtd

Market Cap: NT$32.4b

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

Evolv Technologies Holdings

Market Cap: US$922.0m

Provides artificial intelligence (AI)-based weapons detection for security screening 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.

2G Energy

Market Cap: €642.3m

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

Zero One Technology

Market Cap: NT$18.0b

Provides enterprise information technology solutions in Taiwan and internationally.

Adlink Technology

Market Cap: NT$12.9b

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

2CRSI

Market Cap: €331.8m

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

Winmate

Market Cap: NT$11.6b

Engages in the research and development, manufacture, and sales of rugged display equipment and rugged mobile computer in Europe, Asia, the United States, and internationally.

Zepp Health

Market Cap: US$233.8m

Operates as a smart wearable and health technology company worldwide.

eVISO

Market Cap: €181.2m

Supplies electricity and gas in Italy and Europe.

Avalue Technology Incorporation

Market Cap: NT$6.4b

Engages in the production, processing, and sale of industrial computers in Taiwan, Americas, Europe, Asia, and internationally.

Tantalus Systems Holding

Market Cap: CA$270.4m

A technology company, provides smart grid solutions in Canada and the United States.

TOVISLtd

Market Cap: ₩232.9b

Provides display solutions in South Korea and internationally.