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6976.T市场: 日股
Taiyo Yuden Co., Ltd. · TradingView
- 最新收盘
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2026-10-03 – 2026-10-09
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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.
