Electronic Components: Demand Expansion for High Value-Added AI/Data Center Products, Valuation Discipline

研报英文原文证据摘录

Electronic Components: Demand Expansion for High Value-Added AI/Data Center Products, Valuation Discipline

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Contents

Electronic Components: Valuation Comparison and Earnings Forecast Comparison We Expect Ibiden Will Maintain Nearly 100% Market Share in FC Packages for NVIDIA

Sales Trends (Quarterly, Semi-annual, Annual) Ibiden: Medium-term Results and Forecasts

Operating Profit Trends (Quarterly, Semi-annual, Annual) Connector Market

Capex Connector Coverage Companies: Medium-term Results and Forecasts

Depreciation Small Size LiB Market Overview

Inventory and Inventory Days TDK: LiB Earnings Expansion, Major Acquisition and Transfer of Business

Market Cap/Order Monthly Trend TDK: Actions for Business Portfolio Improvement

Production & Inventory TDK: Medium-term Results and Forecasts

Stock Price Performance iPhone Sell-in Forecasts / iPhone Camera Actuators by Model

FX Sensitivities of Electronic Components Makers/Changes in the Competitiveness of Core Alps Alpine: We Expect New Smartphone Camera Actuators to Contribute to Earnings

Products Under a Weak Yen Environment PCB Market

Sales and Production by Region Meiko Electronics: Sales Guidance of Major Sites in Viet Nam/Mid-term Forecasts

Preparing for Smartphone Price Compression and Slowdown in Technological Innovation HDD Market by Company (Quarterly, Fiscal Year)

Memory Price Outlook HDD Head Market

End-product Market and Major Components Market (Calendar Year) HDD Motor Market

End-product Market and Major Components Market (Quarterly) Supply Chain of HDDs

MLCC Market Data

Capacitor Market: 016008 MLCCs are 75% Smaller than 0201 MLCCs

MLCC Sales, Market Share, OP

Supply Chains of MLCC and Aluminum Capacitors

Capex by Hyperscalers Has Increased Significantly

Morgan Stanley MUFG 3