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King-Sized Stocks Rally: How ETFs Offer Exposure to King Slide and Aspeed

Electronic Technology · Electronic Components · economic_daily · 2026-08-25

00406, 00912, 2059, 5274

With King Slide closing in on Aspeed's price, retail investors are turning to ETFs like 00912 and 00406A to gain exposure to these high-priced AI leaders.

What Happened

High-Priced Stock Momentum: King Slide and Aspeed, currently the two most expensive stocks on the Taiwan market, are drawing significant investor attention as their price gap narrows. Given the high capital requirements for direct investment, many retail investors are seeking alternative ways to participate in their growth.

ETF as a Strategic Vehicle: CTBC Investments' 00912 and 00406A ETFs provide a practical solution by including both King Slide and Aspeed in their portfolios. This approach allows investors to gain exposure to these high-growth AI stocks while mitigating individual stock risk through diversified holdings.

King Slide's Fundamental Strength: Driven by the surging demand for AI servers, King Slide has seen robust growth in its high-end rail products. Its strong performance in profitability and growth metrics has earned it a significant weighting in smart-beta ETFs, reflecting its status as a key AI infrastructure player.

Aspeed's AI Growth Outlook: As a leading provider of BMC chips, Aspeed is well-positioned to benefit from the deployment of NVIDIA's GB300 and Rubin platforms. Analysts expect strong revenue growth through 2027, as the company leverages both increased shipment volumes and higher average selling prices from next-generation products.

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