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High-Priced Stocks Lead Rally: Largan Precision Surges 42% on CPO Breakthrough

Electronic Technology · Electronic Components · economic_daily · 2026-08-31

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Largan Precision shares soared 42% in five days on CPO technology momentum, while Nan Ya Plastics also rallied over 34% amid strong institutional buying.

What Happened

High-Priced Stocks Rally: Despite volatility in the broader Taiwan stock market triggered by the Philadelphia Semiconductor Index, high-priced stocks have demonstrated significant strength. Largan Precision surged 42% over a five-day period to reach a new high of 7,650 TWD, while Nan Ya Plastics saw a 34% gain driven by sustained institutional investment.

CPO Technology Momentum: Market attention is focused on Largan Precision's entry into the Co-Packaged Optics (CPO) sector. The company's multi-channel fiber arrays (FA) received client certification in late July, with precision levels exceeding industry averages, positioning the firm for future growth in optical components.

Supply Chain and Production Outlook: Industry reports suggest that Largan has successfully developed fiber array units (FAU) and may become a direct supplier to NVIDIA. While management remains cautious regarding the timeline, market analysts anticipate mass production could commence as early as the second half of next year.

Market Dynamics and Institutional Flow: Institutional investors, including foreign funds and local investment trusts, continue to favor tech leaders despite index rebalancing volatility. The heavy buying pressure on stocks like Largan and Nan Ya has provided a buffer for the broader market, helping the index recover from intraday lows.

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