TTDKY TDK Corp ADR Loading... : Bullish and Bearish Analyst Opinions

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02:54
Aug 27
pequityresearch Semiconductor & Technology Research Author
MLCC supply tightens across major suppliers
UBS Evidence Lab data shows MLCC distributor inventory down 22% y/y and capacity utilization high across Murata, Samsung Electro-Mechanics, Yageo, TDK, and Taiyo Yuden, signaling tightening supply and emerging price pressure.
TTDKY
MED
22:09
May 03
Citrini Founder & lead analyst, Citrini Research
Long analog semis in the AI power infrastructure basket as the analog cycle has turned.
Long analog semis in the AI power infrastructure basket as the analog cycle has turned and content per server rises, offering asymmetric upside versus memory/optics/compute re-ratings.
TTDKY 1ST
HIGH

About TTDKY Analyst Coverage

Buzzberg tracks TTDKY (TDK Corp ADR) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked. Latest voices: pequityresearch, Citrini.