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“chip resistors currently account for roughly 20% of Walsin Tech's (華新科) revenue, and this year the company has more than doubled its capacity for special specif”
@jukan05
Walsin Tech doubled special-spec resistor capacity and enters H2 direct-customer price negotiations, setting up a revenue inflection in passive components.
2492.TWLONG@ $563.34
$214.53-61.92%
since call Jun 20
“Yageo is the world's largest chip resistor maker, with a revenue based market share exceeding 30%.”
@jukan05
Yageo leads the chip resistor price hike cycle with >30% global share and exclusive NVIDIA BOM status, driving margin expansion.
2327.TWLONG@ $1,069.57
$506.60-52.63%
since call Jun 20
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