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◆ TESSARA JULY 23, 2026 Topoint drills every AI server board $21M PER MONTH +9.7% MoM · +90.1% YoY Topoint monthly revenue from MOPS filings. Tungsten-carbide drill bits for high-layer AI-server PCBs. $0M $5M $10M $15M $20M Prior peak $19M Breakout Jul '25 Nov '25 Feb '26 Jun '26 tessara.tech Source: Taiwan MOPS filings

Topoint drills every AI server board

Topoint makes the tungsten-carbide drill bits that punch the holes in AI-server circuit boards. As boards move to harder, higher-layer materials, demand for its bits keeps rising, and it is one of only two high-end suppliers in the world.
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