WALSIN TECHNOLOGY2492.TW

Founded in 1992, Walsin Technology is a Taiwanese maker of MLCCs, resistors and other passive components. It is smaller than Yageo but sits in the same position: when the big Japanese and Korean suppliers redirect capacity toward AI-grade parts, Walsin picks up spillover orders for consumer- and industrial-grade components.

Founded 1992 · HQ Taipei, Taiwan · Exchange TWSE · Website passivecomponent.com

Predictions & track record (1)

• Awaiting grading The next AI hardware bottleneck isn't memory. It's a tiny capacitor whose price already tripled.To be scored on whether Murata, Samsung Electro-Mechanics and Taiyo Yuden's book-to-bill ratios stay above 1.25 through Q3-Q4, and whether inventory that fell below 30 days returns to normal by year-end.

1 related posts

• Bull The next AI hardware bottleneck isn't memory. It's a tiny capacitor whose price already tripled. Jukan (@jukan05) · 2026-07-28