According to Yuanshan Investment and China Investment research, on November 13, Taiwan's gallium arsenide semiconductor stocks rebounded strongly, with Wafer One (3105) hitting the daily limit at NT$568, up NT$51, gaining 39.9% over one week; Analogix (2455) rose 3.98% to NT$392; and Vanguard (8086) climbed 3% to NT$103.

Law firms project 2027 EPS divergence for Wafer One, with Yuanshan estimating NT$24.24 versus China Investment's NT$19.32, a gap of NT$4.92. The difference stems from equity-method investment in Liantec (6213), which Yuanshan predicts will contribute approximately 60% of Wafer One's 2027 EPS through improved satellite communications and optical communications revenue contributions.

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