Crex Hits New High! AI Demand Surge Leads to XinXing Limit Up. TSMC Expansion Plans to Impact Supply Chain Companies

Crex (3443-TW) has reached a new high due to the explosive increase in AI ASIC demand. With a strong partnership with TSMC, it ensures stable production capacity and collaborates with TSMC on the HBM4 project with SK Hynix. On 8/11, Citibank's research indicated that the focus of AI has shifted from 'price increase' to 'incremental growth,' with advanced packaging, ABF, and CCL being the three major industries under the spotlight. Today, XinXing (3037-TW) hit the limit up, and Jingshu (3189-TW) surged, both reaching new highs. Taiguang (2383-TW) and Lianmao (6213-TW) also reached new highs, with benchmark stocks simultaneously hitting new highs—a congratulatory event for investors.

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Precise industry observation and analysis allow for early positioning. Have you kept up with the pace, investors? But don't worry, with benchmark stocks leading the way, the subsequent supply chain is expected to rise further. In addition to ABF and CCL benchmark stocks continuing to look promising, we are now focusing on PCB supply chains with a year-on-year revenue increase of over 50% in July. Additionally, heat dissipation and supply chains related to TSMC's large-scale expansion are also worth noting, especially as many TSMC supply chain stocks are currently at relatively low base positions. TSMC estimates its capital expenditure for 2026 to be 600-640 billion dollars, with the market estimating TSMC's capital expenditure for 2027 to reach as high as 780 billion dollars. TSMC is currently in a quantity reduction and adjustment phase, but it can lead the weighted index to new highs at any time. Investors should pay attention to the strong buying points for the TSMC supply chain.

The Taiwan stock market is under short-term pressure at 46,000 points, and there is also the settlement of the Taiwan stock index futures, but with TSMC stabilizing, the market is in a stalemate. However, after the adjustment, the Taiwan stock market will challenge the 50,000-point mark. Individual stock performance is diverging, with the weak being eliminated and the strong surviving. Now is the critical time. The second wave of the Taiwan stock market is about to begin. Do you want to position yourself early? Join my ranks by signing up at https://user225916.pse.is/money668

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The following are outstanding stocks with a year-on-year revenue increase of over 50% in July:

CCL Supply Chain: Nan Ya (1303-TW), Fuchiao (1815-TW), Jinju (8358-TW), Dehong (5475-TW), Jian Dian (8021-TW), Daliang (3167-TW)

Semiconductors: Zhisheng (2467-TW), Han Tang (2404-TW), Fanxuan (6196-TW), Yaxiang (6139-TW), Wanrun (6187-TW), Xiangming (8091-TW)

AI Outstanding Stocks: Jinxiang Electric (2368-TW), Nan Electric (8046-TW), Qijun (3017-TW), Jiance (3653-TW), Xin Shengli (4931-TW), Weichuang (3231-TW), Weiying (6669-TW), Yingwei (6515-TW), Wangxi (6223-TW)

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Article Source: Moore Investment Consulting - Analyst Ye Junmin

The individual securities analyzed and recommended by our company have no improper financial interest. Past performance does not guarantee future profits. Investors should make independent judgments, carefully evaluate, and bear investment risks.