Pass-through & value capture

13 published companies. Pricey components inflate revenue; value capture is a separate question — worth watching how growth turns into profit.

• Wistron
• MediaTek
• Hon Hai / Foxconn
• Wiwynn
• Quanta Computer
• ASE Technology
• KYEC
• Lotes
• Nan Ya PCB
• Kinsus
• Inventec
• Supermicro
• ASRock Rack