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3105.TWO市场: 台股
Win Semiconductors Corp. · TradingView
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2026-10-04 – 2026-10-10
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NPO > CPO (per Lite), multi-wavelength lasers going brrr for prices, and demand exceeds supply; I don't get the bear posts on Win Semi when it has everything needed to mass produce CW lasers.
But if Win volume ramps alongside $SIVE, I see them both becoming $10B+ companies next year.
Which is why I'm long on them both, easy to scale as fabless, kinda like $NVDA + $TSM.
