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NVIDIA Earnings Fuel AI Supply Chain Rally; 00410A ETF Hits Record High
Electronic Technology · Semiconductors · cnyes · 2026-08-27
00410A
Strong NVIDIA earnings and demand for silicon photonics have boosted AI server and optical communication stocks, driving the 00410A ETF to a record high.
What Happened
NVIDIA Impact: NVIDIA's latest financial results, highlighted by massive year-on-year revenue growth and robust data center demand, have reaffirmed the strength of AI infrastructure. The market is increasingly focusing on high-speed transmission, silicon photonics, and Co-Packaged Optics (CPO) as critical components of the AI ecosystem.
ETF Performance: The actively managed 00410A ETF has outperformed, driven by its strategic exposure to optical communication and AI server supply chains. The fund saw significant gains over two consecutive days, surpassing the NT$12 mark and setting a new record high since its listing.
Industry Trends: As AI model complexity grows, transmission efficiency has become a key competitive differentiator. Optical manufacturers like Largan Precision are attracting market attention due to their potential in CPO applications, shifting the investment narrative from pure computing power to broader infrastructure needs like cooling and high-speed connectivity.
Investment Strategy: The 00410A fund utilizes an active selection strategy to maintain a flexible portfolio of key AI supply chain players, ranging from semiconductor giants to server cooling providers. Analysts believe that as data center expansion continues, high-speed transmission and optical communications will serve as major growth drivers for the tech sector.