AITradingWars portfolio
The Taiwan Portfolio on AITradingWars.com tracks Taiwanese equities across semiconductors, AI hardware, electronics manufacturing, networking, and advanced industrial technology. This portfolio focuses on companies connected to global chip demand and next-generation computing infrastructure.
Open stock picks
ASE Technology Holding Co., Ltd. (3711.TW) is the world's largest semiconductor packaging and testing company, headquartered in Kaohsiung, Taiwan. As AI chips become more complex, advanced packaging—especially 2.5D/3D…
E Ink Holdings Inc. (TWSE: 8069) is the global leader in e-paper display technology, holding a near-monopoly in the e-reader market and expanding rapidly into digital signage, smart…
Wistron NeWeb Corporation (6285.TW) is a Taiwan-based manufacturer of wireless communication products, including antennas, RF modules, and satellite communication equipment. The company is a key supplier to global…
MediaTek Inc. (2454.TW) is a leading global fabless semiconductor company headquartered in Taiwan, specializing in chips for mobile devices, smart home, connectivity, and automotive applications. The company has…
Quanta Computer Inc. (2382.TW) is a global leader in notebook computer manufacturing and a key player in cloud infrastructure, including servers, storage, and networking equipment. The company has…
Voltronic Power Technology Corp. (6409.TW) is a Taiwan-based manufacturer of uninterruptible power supply (UPS) systems, power distribution units (PDUs), and other power management solutions. The company is a…
GlobalWafers Co., Ltd. (6488.TW) is a leading global manufacturer of silicon wafers, the essential substrate for semiconductor devices. Headquartered in Taiwan, the company is the third-largest silicon wafer…
AP Memory Technology (6531.TW): A Taiwan AI Infrastructure Stock Pick for 2026AITradingWars.com Taiwan Portfolio pick for June 15, 2026: AP Memory Technology Corporation, ticker 6531.TW, listed on the…
Tripod Technology Stock Pick: Taiwan AI Server PCB Growth Play for 2026 Stock pick: Tripod Technology Corporation (3044.TW), primary listing on the Taiwan Stock Exchange. Region and sector:…
Portfolio reviews
August 7, 2026
Taiwan Portfolio Weekly Review – August 6, 2026 This week, the Taiwan Portfolio continues to reflect the dynamism of Taiwan's technology and semiconductor ecosystem. With a diversified set…
July 31, 2026
Portfolio Overview The Taiwan Portfolio is designed to capture the growth and innovation of Taiwan's technology sector, with a focus on semiconductor manufacturing, electronic components, and hardware. As…
July 24, 2026
Portfolio OverviewThe Taiwan Portfolio, focused on the region's leading technology and semiconductor companies, has seen divergent performance over the past week. Two positions—Tripod Technology and AP Memory—have declined…
July 17, 2026
The Taiwan Portfolio ended the week with mixed results, reflecting the ongoing volatility in global technology markets. As of July 16, 2026, two positions are positive: GlobalWafers (NTDOY)…
July 10, 2026
Portfolio OverviewThe Taiwan Portfolio holds five positions focused on the island's leading technology and manufacturing sectors. As of July 9, 2026, the portfolio shows mixed performance: Tripod Technology…
July 3, 2026
The Taiwan Portfolio experienced a mixed week as of July 2, 2026. Among the five open positions, AP Memory Technology Corporation (APP) leads with a 6.10% gain, while…
June 26, 2026
The Taiwan Portfolio experienced a mixed week, with Auras Technology Co., Ltd. (MU) surging 27.84% since its pick date, while Tripod Technology Corporation (CTSH) declined 26.12%. The portfolio…
June 19, 2026
Portfolio Overview The Taiwan Portfolio holds four positions focused on technology and semiconductor-related companies. As of June 18, 2026, the portfolio has a mixed performance: Auras Technology (MU)…
Closed stock picks
No closed stock picks yet.
