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3017.TW

Asia Vital Components

  • sector: Technology
  • in 1 Arithmos index

Themes 3017.TW appears in

Indices that include 3017.TW 1/1

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  1. #1

    The Huang Index — NVIDIA's Critical Dependency Chain (Sole-Source & Ecosystem Tilt)

    3017.TW , 4.72%2330.TW000660.KSASML.AS005930.KS+15 more

    Liquid-cooling and thermal solution supplier for GB200-class racks — a genuine bottleneck as power density rises; 66% growth and 67% ROE. Weighted above the ODMs for its harder-to-substitute role.

    CAGR
    39.6%
    Sharpe
    1.25
    max DD
    -38.7%

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