The analyst is bullish on Episil-Precision due to its unique position in Taiwan's SiC & GaN epi wafer market and its growth potential linked to AMD's investment in Taiwan's AI sector.
Episil-Precision is the only company in Taiwan making SiC & GaN epi wafers simultaneously, acts as a one-stop-shop for foundries, has passed customer qualification with US companies like MRVL and MXL, is in low-volume mass production, and benefits from AMD's $10B+ investment in Taiwan's AI sector, which uplifts upstream epi wafer players.
Episil-Precision is nearly up 3x... This might be one of my best picks yet. Because how am I the only person in the history of X to ever mention them?! Am I missing something? Lol. TLDR for new followers: -> They're the only ones in Taiwan that can make SiC & GaN epi wafers simultaneously -> Which makes them a one-stop-shop for foundries -> Their own SiPh epi foundry passed customer qualification w/ a US company ($MRVL / $MXL) -> Now in low-vol mass production -> Chairman said: "this will be a very important new growth driver for Episil's future operations." -> $AMD's $10B+ into Taiwan's AI sector creates uplift for upstream epi wafer players like Episil. Which just reinforces their role in silicon/photonics scaling. If only the Taipei Exchange let their winners run, instead of deposing them whenever they see an ounce of momentum...
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | +5.4% | +4.3% |
| 1 month | +32.9% | +35.2% |
| 3 months | — | — |
| 6 months | — | — |