以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15

Holy Stone

6 atoms · 跨 3 天 · 首见 2026-05-20 · 最近 2026-06-14

三色: 🟦 fact 5 · 🟥 take 1 · stance ▲0/▼1/◆3

来源: X 6

时态: fresh:6

标签: 好数字:4 · 好信源:4 · 好观点:2

2026-06-14 ⭐ · capacity growth forecast for 2026
Holy Stone expects capacity to grow +20~30% YoY this year
tags: 好数字·好信源 · → daily
value: qty=+20~30% · date=2026
2026-06-14 ⭐ · capacity growth forecast for 2027
a further +30~40% in 2027
tags: 好数字·好信源 · → daily
value: qty=+30~40% · date=2027
2026-06-14 · supply shortage outlook for 2027
next year's supply shortage could in fact intensify
tags: 好观点·好信源 · → daily
value: direction=intensify

2026-06-14 ⭐ · high-end MLCC production equipment lead time
lead times for high-end MLCC production equipment run 1 to 1.5 years
tags: 好数字·好信源 · → daily
value: qty=1 to 1.5 years
2026-05-27 · utilization status
Holy Stone and PDC are similarly seeing extended lead times and utilization approaching full capacity
tags: 好数字 · → daily
value: direction=approaching full capacity
2026-05-20 · MLCC 产品类型
Holy Stone, MLCC
tags: 好观点 · → daily