Holy Stone Enterprise

14 atoms · 跨 1 天 · 首见 2026-05-25 · 最近 2026-05-25

三色: 🟦 fact 11 · 🟥 take 3 · stance ▲12/▼0/◆2

来源: X 14

时态: fresh:14

标签: 好信源:10 · 好观点:10 · 好数字:4 · 好思考:2

叙事 (narrative) (3)

• 2026-05-25 ⭐ · a scramble to secure equipment similar to the 2018 MLCC expansion cycle is unfolding
  A scramble to secure equipment similar to the 2018 MLCC expansion cycle is unfolding, but the company notes the key difference this cycle is that an AI-led improvement in the high-spec product mix is accompanied by a supply shortage.
  tags: 好观点·好思考 · → daily
  value: qty= · date=
• 2026-05-25 ⭐ · key difference this cycle is an AI-led improvement in the high-spec product mix accompanied by a supply shortage
  the key difference this cycle is that an AI-led improvement in the high-spec product mix is accompanied by a supply shortage.
  tags: 好观点·好思考 · → daily
  value: qty= · date=
• 2026-05-25 · pursuing a strategy of product-spec upgrades rather than price hikes
  tags: 好观点 · → daily
  value: qty= · date=

预测 (forecast) (6)

• 2026-05-25 ⭐ · targets a 20–30% capacity increase by end-2026
  Following the equipment setup period, the company targets a 20–30% capacity increase by end-2026, with a further 30–40% expansion in 2027.
  tags: 好数字·好信源 · → daily
  value: qty=20–30% · date=end-2026
• 2026-05-25 ⭐ · targets a further 30–40% capacity expansion in 2027
  a further 30–40% expansion in 2027
  tags: 好数字·好信源 · → daily
  value: qty=30–40% · date=2027
• 2026-05-25 ⭐ · new equipment to be installed in stages in 3Q26 and 1Q27
  a Phase 2 capacity expansion is underway, with new equipment to be installed in stages in 3Q26 and 1Q27.
  tags: 好数字·好信源 · → daily
  value: qty= · date=3Q26, 1Q27
• 2026-05-25 · plans to scale back shipments of low-/mid-end products
  With the pace of new capacity additions limited, the company plans to scale back shipments of low-/mid-end products; going forward, the expansion of new markets such as AI data centers, BBUs, humanoids, and eVTOLs is expected to drive rising high-spec MLCC penetration and structural improvement across the industry over the next 3–5 years.
  tags: 好观点·好信源 · → daily
  value: qty= · date=
• 2026-05-25 · expects expansion of new markets such as AI data centers, BBUs, humanoids, and eVTOLs to drive rising high-spec MLCC penetration over next 3–5 years
  the expansion of new markets such as AI data centers, BBUs, humanoids, and eVTOLs is expected to drive rising high-spec MLCC penetration and structural improvement across the industry over the next 3–5 years.
  tags: 好观点·好信源 · → daily
  value: qty= · date=next 3–5 years
• 2026-05-25 · expects rising high-spec MLCC penetration to drive structural improvement across the industry over next 3–5 years
  rising high-spec MLCC penetration and structural improvement across the industry over the next 3–5 years
  tags: 好观点 · → daily
  value: qty= · date=next 3–5 years

事实 (fact) (5)

• 2026-05-25 ⭐ · upstream equipment lead times have lengthened to roughly 1–1.5 years
  Driven by growing demand for high-spec MLCCs—centered on low-loss NP0 and mid-/high-voltage X7R products—upstream equipment lead times have lengthened to roughly 1–1.5 years.
  tags: 好数字·好信源 · → daily
  value: qty=1–1.5 years · date=
• 2026-05-25 · expects global MLCC supply to tighten further on the back of AI power-spec upgrades
  Taiwan’s Holy Stone expects global MLCC supply to tighten further on the back of AI power-spec upgrades, with lead times already extending to 20+ weeks.
  tags: 好信源·好观点 · → daily
  value: qty= · date=
• 2026-05-25 · assesses that the proliferation of AI applications is driving the strongest MLCC demand in the past 20 years
  The company assesses that the proliferation of AI applications is driving the strongest MLCC demand in the past 20 years, and anticipates the supply shortage to deepen through 2027.
  tags: 好观点·好信源 · → daily
  value: qty= · date=
• 2026-05-25 · production lines remain fully utilized due to robust demand from AI power customers
  On robust demand from AI power customers, production lines remain fully utilized; a Phase 2 capacity expansion is underway, with new equipment to be installed in stages in 3Q26 and 1Q27.
  tags: 好信源·好观点 · → daily
  value: qty= · date=current
• 2026-05-25 · has entered the supply chains of the four major U.S. CSPs and Dell
  The company has entered the supply chains of the four major U.S. CSPs and Dell, and is pursuing a strategy of product-spec upgrades rather than price hikes.
  tags: 好信源·好观点 · → daily
  value: qty= · date=

时间轴 (近 20)

• 2026-05-25 · fact · expects global MLCC supply to tighten further on the back of · → daily
• 2026-05-25 · fact · assesses that the proliferation of AI applications is drivin · → daily
• 2026-05-25 · forecast · targets a 20–30% capacity increase by end-2026 · → daily
• 2026-05-25 · forecast · targets a further 30–40% capacity expansion in 2027 · → daily
• 2026-05-25 · fact · production lines remain fully utilized due to robust demand · → daily
• 2026-05-25 · forecast · new equipment to be installed in stages in 3Q26 and 1Q27 · → daily
• 2026-05-25 · fact · upstream equipment lead times have lengthened to roughly 1–1 · → daily
• 2026-05-25 · narrative · a scramble to secure equipment similar to the 2018 MLCC expa · → daily
• 2026-05-25 · narrative · key difference this cycle is an AI-led improvement in the hi · → daily
• 2026-05-25 · fact · has entered the supply chains of the four major U.S. CSPs an · → daily
• 2026-05-25 · narrative · pursuing a strategy of product-spec upgrades rather than pri · → daily
• 2026-05-25 · forecast · plans to scale back shipments of low-/mid-end products · → daily
• 2026-05-25 · forecast · expects expansion of new markets such as AI data centers, BB · → daily
• 2026-05-25 · forecast · expects rising high-spec MLCC penetration to drive structura · → daily

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