Overseas research desk
Taiwan Semiconductor Earnings Calls
Notes on Taiwan investor conferences, written in English for overseas investors. 41 companies and 57 calls, starting with NVIDIA's 800 VDC architecture, the liquid-cooling loop in the same rack, the SiC/GaN devices that have to switch that voltage, the ODMs that assemble the cabinet, and TSMC CoWoS under the GPU.
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5 hubs
- 0157 notes
NVIDIA 800 VDC — Taiwan Supply Chain
What NVIDIA's 800 VDC whitepaper actually specifies for AI data centers, and which Taiwan-listed suppliers sit in each slot — English earnings calls for Delta, Lite-On, BizLink, Lead Wealth, Hon Hai, GlobalWafers, Auras, AVC and the rest of the power, cooling, compound and rack stack.
Open hub - 028 notes
Liquid Cooling — Taiwan Supply Chain
What NVIDIA actually specifies for AI-rack liquid cooling — NVL72, the 45°C loop, CDUs — and which Taiwan-listed suppliers sit on the cold plate, manifold, quick disconnect, CDU and fan. English earnings-call notes for Auras, AVC, Jentech, Fositek, Nidec Chaun-Choung and Sunon.
Open hub - 035 notes
SiC / GaN — Taiwan Power Semiconductors
What NVIDIA actually said about silicon carbide and gallium nitride in the 800 VDC architecture — device maturity, the EV 800 V precedent — and which Taiwan-listed substrate, epi, foundry, module and OSAT names sit one layer below the official silicon list. English earnings-call notes for GlobalWafers, Episil, Episil-Precision, Actron and GEM.
Open hub - 048 notes
AI Rack ODM — Taiwan Assemblers
What NVIDIA actually specified for the AI cabinet — NVL72, MGX, Kyber — and which Taiwan-listed ODMs assemble that rack. English earnings-call notes for Hon Hai / Foxconn, Quanta and Wiwynn.
Open hub - 054 notes
CoWoS — TSMC Advanced Packaging
What TSMC actually specifies for CoWoS — Chip-on-Wafer-on-Substrate, CoWoS-S / L / R, reticle size — and which Taiwan-listed foundry, OSAT, test and equipment names sit around that package. English earnings-call notes for TSMC, ASE, KYEC and Grand Process.
Open hub
Companies
Full directoryTicker first, A–Z by name. The number is how many English notes we have.
- (6282.TW)AcBel1
- (8121.TW)Acme Electronics1
- (8255.TW)Actron Technology1
- (1514.TW)Allis Electric1
- (3528.TW)Anstek1
- (3711.TW)ASE1
- (3324.TW)Asia Vital Components2
- (3017.TW)Auras Technology2
- (3665.TW)BizLink1
- (6548.TW)Chang Wah Technology3
- (3013.TW)Chenming1
- (1513.TW)Chung-Hsin Electric1
- (8103.TW)CviLux1
- (2308.TW)Delta Electronics4
- (3707.TW)Episil Technologies1
- (3016.TW)Episil-Precision1
- (6805.TW)Fositek1
- (6525.TW)GEM Services1
- (6488.TW)GlobalWafers1
- (3131.TW)Grand Process1
- (2423.TW)GW Instek1
- (2317.TW)Hon Hai (Foxconn)6
- (3653.TW)Jentech Precision1
- (5285.TW)Jih Lin Technology1
- (6197.TW)JPC1
- (2312.TW)Kinpo1
- (2449.TW)KYEC1
- (6290.TW)Lead Wealth1
- (2301.TW)Lite-On5
- (6230.TW)Nidec Chaun-Choung1
- (6642.TW)Polytronics1
- (2382.TW)Quanta1
- (7740.TW)Sitel1
- (7788.TW)Song Chuan Precision1
- (2421.TW)Sunonwealth1
- (5309.TW)Systems Electronics1
- (1504.TW)TECO1
- (2330.TW)TSMC1
- (2413.TW)UMEC1
- (6409.TW)Voltronic Power1
- (6669.TW)Wiwynn1
Latest earnings calls
Browse all 57 callsQuanta (2382.TW) · Q2 2026
Quanta (2382.TW) Q2 2026 Earnings Call: servers above 80%, AI visibility talked through 2028
Q2 revenue NT$1.04tn and EPS NT$7.43, both records. Servers stayed above 80% of sales; AI was 75–80% of that line. Capacity is guided to double by year-end, capex raised to NT$40bn, and the AUO Huaya plant is dated for 2028. The call never said 800 V.
TECO (1504.TW) · Q2 2026
TECO (1504.TW) Q2 2026 Earnings Call: first data-center busway order; 800kW is a tariff, not 800V
Q2 revenue NT$16.6bn, EPS NT$1.12. US data-center motors and a late-July busway order are facility electrical. 800kW on this call is Taiwan's large-user power threshold, not 800V.
Auras Technology (3017.TW) · Q2 2026
Auras Technology (3017.TW) Q2 2026 Earnings Call: 2026 as the ASIC year, water cooling past 50% in 2027
Q2 revenue NT$49.1bn, flat sequentially, with gross margin 32.57% and EPS NT$24.37. Auras called 2026 its ASIC first year, guided 2027 data-center water-cooling penetration above 50%, and would not name Google TPU.
Hon Hai (Foxconn) (2317.TW) · Q2 2026
Hon Hai / Foxconn (2317.TW) Q2 2026 Earnings Call: cloud crosses 51%, Vera Rubin ships in Q4
Q2 revenue NT$2.53tn and record operating profit of NT$94.8bn. Cloud and networking reached 51% of sales. Vera Rubin racks were dated: production-ready in Q3 2026, shipments in Q4, 50% share target, with ASIC racks aimed at the same 40%+ band.
Polytronics (6642.TW) · H1 2026
Polytronics (6642.TW) H1 2026 Earnings Call: 277V and 305V PPTC for the move from 480VAC to 800V HVDC
H1 revenue NT$321m at a 52% gross margin. Management framed rack power as moving from 480V AC to 800V HVDC and named Amazon and Super Micro as customers for its high-voltage PPTC parts.
Lite-On (2301.TW) · Q2 2026
Lite-On (2301.TW) Q2 2026 Earnings Call: 800V HVDC power rack ships in November, volume in 2027Q1
Record Q2 with EPS NT$3.14 and cloud at 55% of sales. Management dated the 800V HVDC power rack: samples in August, small volume in November 2026, ramp in 2027Q1.
ASE (3711.TW) · Q2 2026
ASE Technology Holding (3711.TW) Q2 2026 Earnings Call: LEAP above US$3.5bn, 2027 to double, CoWoS and EMIB are not a zero-sum game
Q2 revenue NT$191.06bn, ATM gross margin 27.3%, EPS NT$4.8. Capex raised to US$10.5bn. Jason Chang said ASE will keep adding CoWoS-related capacity, will assemble EMIB if customers choose it, and has no glass-substrate production in the next 12 months.
Chang Wah Technology (6548.TW) · Q2 2026
Chang Wah (6548.TW) Q2 2026 Earnings Call: 800V HVDC leadframes hold 6-8% of sales at a 30-50% ASP premium
Revenue NT$4.32bn and net profit up more than fivefold. AI server 800V HVDC leadframes are 6-8% of sales at a 30-50% ASP premium, with a target of 10-15% within one to two years.
GW Instek (2423.TW) · H1 2026
GW Instek (2423.TW) H1 2026 Earnings Call: HVDC and SST instruments in evaluation, 2027 growth if they land
H1 revenue +24% YoY; Q1 EPS NT$1.3. Shipping today is AI-server and liquid-cooling test gear. HVDC, SST and high-power PSU modules are in customer evaluation; 2027 double-digit growth if those land.
TSMC (2330.TW) · Q2 2026
TSMC (2330.TW) Q2 2026 Earnings Call: CoWoS still the majority, packaging so tight it limits customers, glass about a year out
Q2 revenue NT$1,270.38bn / US$40.2bn, gross margin 67.7%, EPS NT$27.25 including a NT$2.24 Vanguard gain. Capex raised to US$60–64bn. C.C. Wei said backend shortage limits customer growth, welcomed EMIB-T as overflow, and dated glass-substrate CoWoS as about one more year from production.