Two Taiwanese stocks, including TSMC, were included in the list. Foreign media named Huida’s support as “seize the critical moment and enter the market as early as possible.”

With the demand for artificial intelligence, TSMC's prospects will be clearer and its cash flow will be more stable. (AP)

[Financial Channel/Comprehensive Report] Huida has triggered new market interest in TSMC stocks and the field of artificial intelligence packaging! Huida has recently signed a number of multi-year contracts in the fields of substrates, advanced packaging and optical engines, making the originally little-known industrial supply chain the focus of investors. Foreign media Simplywall reported that Huida's multi-billion-dollar capacity bookings indicate that these suppliers have a clearer demand outlook and may have more stable cash flows. They cited three companies, including TSMC, as the biggest beneficiaries, and their stock prices have also received greater attention.

1. 台積電（2330）

TSMC produces advanced chips and packages used in artificial intelligence accelerators and other high-performance electronics around the world. TSMC's foundry business revenue was NT$49,448, reflecting its focus on large-scale chip foundry manufacturing.

當談到人工智慧加速器、先進製程和高價值封裝（如CoWoS）時，台積電通常是投資者首先想到的代工廠，因此它成為了專注於人工智慧的製造和封裝領域的核心。 TSMC’s closing price last week was 2,385 yuan.

2. Chimao Electronics (2360)

Chroma Electronics builds automated test systems and electronic test instruments that chipmakers and electronics manufacturers rely on to validate advanced semiconductors used in artificial intelligence hardware.

Most of Chroma Electronics' revenue comes from the measuring instrument business, with revenue reaching 65.9 billion yuan, and the automation equipment business with revenue of 1.5 billion yuan. Chimao's closing price last week was 1,980 yuan.

3. Fabrinet

Fabrinet, an American optical communication system component manufacturer, manufactures and assembles high-precision optical modules and electronic components for connecting artificial intelligence data centers, high-performance networks and complex industrial systems.

Fabrinet's annual revenue from optical network equipment is approximately US$4.6 billion, with sales mainly concentrated in Thailand, the United States and other central cities in the Asia-Pacific region.

在以人工智慧為重點的半導體和封裝領域，Fabrinet的重要性在於其光學封裝和組裝工作有助於在輝達級加速器之間高速、低延遲地傳輸資料。

The report concluded that new opportunities are fleeting and the strongest investment themes often erupt before most investors are aware of them. Investors should seize this critical moment and enter the market as early as possible.