台湾科技行业-2 月营收回顾：企业级 ASIC AI 服务器 ODM、连续波激光器及半导体板块表现亮眼-Taiwan Technology_ Feb rev review_ Outperformers are Enterprise_ ASIC AI Servers ODM, CW lasers and Semis
2026-03-12 09:08
11 March 2026 | 7:04PM HKT Equity Research Taiwan Technology: Feb rev review: Outperformers are Enterprise/ ASIC AI Servers ODM, CW lasers and Semis We reviewed 101 Taiwan Technology companies across 20 sectors. Feb revenue growth (MoM) was led by SPE (+7% MoM), followed by Wafer (+6% MoM), Power, Networking, ODM, E paper, OSAT, Rail kits, Brand, Panel, IC substrate/ CCL, Foundry, Fabless, LEO Satellite, Cooling, PCB, Acoustics, Hinges, Camera (-34% MoM), and Chassis (-34% MoM). The growth trend echoes our ...