Serenity
2026.05.12 22:47

Highly bullish implications today for Shunsin (6451).

Which is Foxconn’s SiPH and CPO packaging/test arm.

-> UDN reported upward revision in volume and Foxconn began shipping cpo switch racks to $NVIDIA(NVDA.US)

-> CPO products are being produced in Foxconn's Vietnam plant…

Guess which company has been aggressively expanding its Bac Giang, Vietnam facility for CPO for the past few years?

As I said before Shunsin is basically a free hard-carry by Foxconn.

Was just very early but this looks to be the start of a massive growth curve.

Source: Serenity

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