6976.T Taiyo Yuden Co., Ltd. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
01:04
19 авг
19 авг
MLCC shortage and price hikes are accelerating.
The global MLCC market is entering a genuine supply shortage. Murata and Samsung Electro-Mechanics are already near full utilization, and even Taiyo Yuden is moving above 90% utilization in H2 as AI-server demand pulls in lower-entry-barrier suppliers such as Yageo. Because capacity is shifting to high-priced AI-server MLCCs, lower-priced IT/mobile/PC MLCCs are tightening first; actual price increases started in late June, and the same AI-server 1005/47 microfarad product priced in LTAs rose more than 20% between May and July, supporting steeper price hikes into 2026.
Выс.
02:52
17 авг
17 авг
Long Taiyo Yuden on consumer MLCC shortage
Long Taiyo Yuden as AI-oriented MLCC capacity crowds out consumer/broad MLCC supply; its large overall MLCC market share should benefit from the spillover shortage into late 2026/early 2027.
Сред.
04:50
16 авг
16 авг
MLCC 36-week lead times benefit passive makers
Watch MLCC leaders Murata (6981.T), Samsung Electro-Mechanics (009150.KS), and Taiyo Yuden (6976.T) as read-through beneficiaries of 36-week MLCC lead times signaling severe supply tightness in AI component supply chains. No author position disclosed.
Сред.
06:22
12 авг
12 авг
Watch Taiyo Yuden after major stake accumulation.
Watch Taiyo Yuden after Situational Awareness built a large stake; the author agrees the MLCC maker is valuable to global AI supply chains, but does not confirm his own position.
Сред.
05:23
12 авг
12 авг
Taiyo short: no AI exposure, price war hit
Short Taiyo Yuden — it lacks genuine AI server MLCC exposure (Murata and SEMCO supply that market) while facing direct margin pressure from Murata's deliberate low-end MLCC price cuts designed to fend off Chinese competition.
Выс.
04:36
12 авг
12 авг
Long Taiyo Yuden on AI MLCC bottleneck
Long Taiyo Yuden as a key MLCC bottleneck for AI supply chains; the author endorses Leopold's increased stake and previously added shares.
Сред.
01:56
12 авг
12 авг
Added Taiyo Yuden on MLCC bottleneck thesis
Long Taiyo Yuden (6976) — author added shares today, sharing the MLCC bottleneck thesis with Situational Awareness (5.99% holder). Stock trades at ¥9,797 vs. Situational Awareness avg of ¥17,446, offering significant upside if MLCC supply constraints tighten.
Сред.
19:27
09 авг
09 авг
AI server growth accelerates component shift.
Notes the company cited AI server growth as accelerating the shift toward high-capacitance components.
Низ.
19:13
22 июн
22 июн
Taiyo Yuden обладает самым высоким потенциалом роста прибыли (прогноз операционной прибыли.
Taiyo Yuden обладает самым высоким потенциалом роста прибыли (прогноз операционной прибыли +271%) и концентрацией MLCC (71% выручки), но торгуется с коэффициентом 180x после роста цены примерно в 10 раз — автор отмечает, что соотношение риска и доходности является неоднозначным.
Сред.
05:57
28 мая
28 мая
Author discloses current long position in Taiyo Yuden as top-ranked holding within passive.
Author discloses current long position in Taiyo Yuden as top-ranked holding within passive components peers, with explicit conviction for >2x upside — highest-conviction name in the author's ranked portfolio.
Сред.
Об аналитическом покрытии 6976.T
Buzzberg отслеживает 6976.T (Taiyo Yuden Co., Ltd.) в 6 источниках. Бычьих сигналов: 3, медвежьих: 0, от 6 аналитиков. Сентимент преимущественно бычий (30%). Всего отслеживается 10 торговых идей. За последние 7 дней: бычьих: 1, наблюдение: 2. Последние спикеры: Kim Min-kyung, aleabitoreddit, zephyr_z9.