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別只押台積電!它從晶片一路吃到AI散熱 規模較去年成長118%
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Source: tw.news.yahoo.com
The global AI competition has extended from chip computing power to power, cooling and data center construction. The key role of Taiwanese companies in the supply chain has become more obvious. Cathay Taiwan Leaders 50 (00922) focuses on 50 leading Taiwan-owned companies. Its holdings include TSMC, MediaTek, Delta Electronics, Hon Hai and ASE Investment Holdings, which connect chip design, advanced processes, packaging and testing to servers and power supply cooling. This cross-link allocation feature has led to an important observation highlight that the size of the 00922 fund has increased by 118.02% compared with the end of 2025, more than doubling.