Musk has announced plans to reduce his time in the DOGE sector, leading the market to speculate that he will return to his primary business, resulting in a 4.6% increase in Tesla's stock price. Meanwhile, stocks related to the SpaceX supply chain have also quickly become market favorites. For instance, Taiwan’s AI high-speed wire concept stock Wantech (6190) announced plans to start mass production in April, with expectations of a fivefold increase in production capacity by the end of the year, positioning itself as a dark horse in the SpaceX and AI server markets! Today (the 23rd), Wantech's stock price surged 7.73%, reaching NT$36.25.

At a press conference on the 20th, Wantech released astonishing data, indicating that each GB200/300 NVL 72 server contains 10,000 high-speed wires. As AI server shipments are projected to double annually, global demand for wiring is expected to skyrocket 21 times by 2028, with an annual compound growth rate of 177%. Wantech's General Manager Zhang Chengya stated that capacity deployment is in place, with mass production starting in April and monthly production expected to reach 10 million meters by the end of the year, aiming for 18 million meters by 2026 and significant revenue and profit growth!

In addition, the ongoing US-China trade war and the trend of 'decoupling' supply chains further bolster Wantech's advantages in Vietnam and Thailand, as it secures 80% of orders from SpaceX and captures major US contracts, with plans to establish a new factory in the US. Chairman Zhang Minglie has emphasized that the Thai factory has introduced high-speed wire since the end of last year, received UL and CSA dual certification in February, and officially commenced production in April. After 35 years and 14 years of overseas deployment, the results are finally bearing fruit. They expect a 25% CAGR in revenue over the next five years, aiming for NT$10 billion in revenue this year, and expect a doubling of the revenue proportion from high-speed wires by next year.