Positive (0)
No positive opinions in this period.
6976.T
Taiyo Yuden Co., Ltd. · TradingView
- Last close
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- Opinions
- 4
- Sentiment
- Buy 4Sell 0
Price & Opinions
- Positive
- Negative
- Mixed
No price data available.
Opinions on non-trading days appear on the next trading session.
Opinion overview
2026-10-03 – 2026-10-09
Negative (0)
No negative opinions in this period.
Obviously Samsung Electro-Mechanics/Murata are main beneficiaries of AI server MLCC ramp. But companies with large market share of overall MLCCs like Taiyo Yuden, with less AI server share, would be a major beneficiary of this.
I do agree with his position (if he still has it) in terms of how valuable this MLCC manufacturer is to global AI supply chains.
I actually added some today to show support since Taiyo Yuden is one of the largest % MLCC manufacturers globally.
