Taiwan Stock Market's Millionaire Club Welcomes a Historic Moment: How High-Priced Electronics Stocks Become the New Main Players in the Bull Market

Taiwan’s electronics stock landscape is undergoing reorganization. As server management chip leader信驊 (5274) surged to a 7,315 yuan limit-up price, Taiwan’s stock market for the first time welcomed a “7-figure” high-priced stock king. This milestone not only signifies a leap in industry status but also lights a navigation beacon for the entire high-priced electronics sector.

From a Single Highlight to Collective Explosion: The Market Shift of the Million-Dollar Family

信驊’s performance this time is remarkable—rising 665 yuan in a single day, a 10% increase, while intraday records updated the highest price in Taiwan stock history. This is not an isolated case but a signal driving the entire high-priced electronics ecosystem.

The BBU backup power indicator stock AES-KY (6781) followed closely, hitting the limit-up and closing at 1,405 yuan. Continuous net buying by institutional investors for 20 trading days clearly indicates that high-priced electronics stocks are becoming a key focus for institutional布局. Driven by related stocks in AI servers, high-speed computing chips, and high-end electronic components, the entire million-dollar family shows a rare synchronized rise, with capital clearly concentrating on leading companies with profit visibility and technological leadership.

Deepening Foreign Investment布局: Target Price Up to 7,600 Yuan Reflects Long-term Confidence

Behind this rally, continuous target price upgrades by foreign institutional investors provide strong support. Several overseas investment firms have simultaneously raised信驊’s valuation expectations, with the highest target price reaching 7,600 yuan. These upgrades are not impulsive but based on deep recognition of the company’s fundamentals.

According to the latest foreign investor reports,信驊’s gross margin is expected to continue improving, with steady growth in cloud server demand. Notably, 2026 EPS is estimated at 152.29 yuan, 22% above market consensus; 2027 is even 15% ahead. This leading margin typically indicates that investment institutions have grasped growth momentum not yet fully priced into the market.

Three factors are working in tandem: explosive growth in AI server demand, data center upgrade waves, and the replacement cycle of traditional servers. Driven by these dynamics,信驊, as the absolute leader in BMC chips, has significant long-term growth potential, making it an attractive investment highlight.

Strength and Weakness Differentiation in the Electronics Stock Landscape: Who Is Catching Up and Who Is Falling Behind

It is worth noting that not all electronics stocks are performing strongly. Stocks like奇鋐 (3017),光聖 (6442), and智邦 (2345) have recently shown adjustments, contrasting with the stellar performance of high-priced stocks. This differentiation reflects the current capital allocation logic—“the strong get stronger.”

Market analysts note that high-priced electronics stocks have always been an important market indicator. In this rally, driven by信驊’s strong leadership, capital clearly flows toward companies with leading positions and confirmed growth, while marginal stocks lacking clear growth stories face cold reception.

Opportunities in 2025: From Short-term Limit-ups to Mid-term Investment Logic

In the short term,信驊’s inclusion in the MSCI Global Standard Index and market anticipation for its upcoming earnings briefing and operational outlook continue to fuel short-term momentum.

More importantly, the mid-term logic is crucial. Year-end institutional portfolio adjustments, renewed foreign investment布局, and the sustained growth in data center demand in 2025 collectively underpin the strength of high-priced electronics stocks.信驊’s financial forecast for the first quarter of next year is between 2.6 billion and 2.7 billion yuan, a 25% to 30% YoY increase, indicating that the dual engines of AI servers and traditional servers will continue to drive performance.

Against this backdrop, which electronics stocks are worth continuous observation? The answer lies in leading companies with confirmed growth, technological leadership, and high profit visibility. 信驊 breaking through 7,000 yuan is not only a milestone for the stock but also marks Taiwan’s stock market entering a new era—leading companies in the high-end electronics supply chain becoming the core investment theme.