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

FoundationM

Contents

Electronic Components: Valuation Comparison and Earnings Forecast Comparison Capex by Hyperscalers Has Increased Significantly

Sales Trends (Quarterly, Semi-annual, Annual) We Expect Ibiden Will Maintain Nearly 100% Market Share in FC Packages for NVIDIA

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

Capex Connector Market

Depreciation Connector Coverage Companies: Medium-term Results and Forecasts

Inventory and Inventory Days Global Market Share Trend and Split for Spark Plugs / Exhaust Gas Oxygen Sensors

Market Cap/Order Monthly Trend Niterra: Medium-term Results and Forecasts

Production & Inventory Small Size LiB Market Overview

Stock Price Performance TDK: LiB Earnings Expansion, Major Acquisition and Transfer of Business

FX Sensitivities of Electronic Components Makers/Changes in the Competitiveness of Core TDK: Actions for Business Portfolio Improvement

Products Under a Weak Yen Environment TDK: Medium-term Results and Forecasts

Sales and Production by Region iPhone Sell-in Forecasts / iPhone Camera Actuators by Model

Preparing for Smartphone Price Compression and Slowdown in Technological Innovation Alps Alpine: We Expect New Smartphone Camera Actuators to Contribute to Earnings

Memory Price Outlook PCB Market

End-product Market and Major Components Market (Calendar Year) Meiko Electronics: Sales Guidance of Major Sites in Viet Nam/Mid-term Forecasts

End-product Market and Major Components Market (Quarterly) HDD Market by Company (Quarterly, Fiscal Year)

MLCC Market Data HDD Head Market

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