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。
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Kyocera
15 atoms · 跨 5 天 · 首见 2026-04-27 · 最近 2026-07-01
三色: 🟦 fact 14 · 🟥 take 1 · stance ▲3/▼1/◆3
来源: X 15
时态: fresh:14 · expired:1
标签: 好数字:8 · 好信源:4 · 好观点:2 · 好思考:1
叙事 (narrative) (1)
- 2026-05-28 · 治理状况
Governance stagnation...shockingly sluggish plan to sell down its KDDI stake
tags: 好思考 · → daily
预测 (forecast) (2)
- 2026-07-01 · MLCC市场占有率目标
target: increase to 15% by FY2028
tags: 好数字 · → daily
value: qty=15% · date=FY2028
展开 1 条老旧 / 已过期
- 2026-05-28
[已过期] · EBITDA预测
Adjusting the March 2025 EBITDA forecast of $3.2bn
tags: 好数字 · → daily
value: qty=$3.2bn · date=March 2025
事实 (fact) (12)
- 2026-07-01 · AI电容器投资计划
京セラ、AI向けコンデンサー生産に1000億円 31年3月期まで7年間
tags: 好信源 · → daily
value: qty=1000亿日元 · date=2031年3月期 · direction=7年间
- 2026-07-01 · MLCC市场占有率
Estimated MLCC market share: 5–7% globally
tags: 好数字 · → daily
value: qty=5–7% · date=2026
- 2026-05-28 · 股价位置
Kyocera trading not far above its 2020 lows
tags: 好数字 · → daily
value: qty=not far above its 2020 lows
- 2026-05-28 · KDDI持股价值
the value of its 335M KDDI shares...now valued at $10.9bn
tags: 好数字 · → daily
value: qty=$10.9bn · date=now
- 2026-05-28 · 企业价值
its enterprise value of Kyocera...$14.7bn
tags: 好数字 · → daily
value: qty=$14.7bn · date=now
- 2026-05-28 · 调整后企业价值
its EV shrinks from $14.7bn to just $2.7bn
tags: 好数字 · → daily
value: qty=$2.7bn · date=now
- 2026-05-28 · 调整后EV/EBITDA
resulting in an EV/EBITDA of under 1
tags: 好数字 · → daily
value: qty=under 1 · direction=below
- 2026-05-25 · 供应光学用陶瓷封装
Kyocera는 optical communications용 ceramic packages, submounts, lids를 공급한다.
tags: 好信源 · → daily
- 2026-05-25 · provides ceramic packages, submounts, and lids for optical communications
Kyocera provides ceramic packages, submounts, and lids for optical communications.
tags: 好信源 · → daily
- 2026-04-27 · gen2 ceramic core substrate release
Kyocera releases their gen2 ceramic core substrate designed for low warpage in large-area packaging applications.
tags: 好信源 · → daily
- 2026-07-01 · 产品开发状态
They are developing new ceramic core substrate for AI semiconductor packaging
tags: 好观点 · → daily
value: direction=developing
- 2026-05-20 · 产品领域
Kyocera, ceramics and MLCC
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-07-01 ·
fact · MLCC市场占有率 · → daily
- 2026-07-01 ·
forecast · MLCC市场占有率目标 · → daily
- 2026-07-01 ·
fact · 产品开发状态 · → daily
- 2026-07-01 ·
fact · AI电容器投资计划 · → daily
- 2026-05-28 ·
fact · 股价位置 · → daily
- 2026-05-28 ·
fact · KDDI持股价值 · → daily
- 2026-05-28 ·
fact · 企业价值 · → daily
- 2026-05-28 ·
fact · 调整后企业价值 · → daily
- 2026-05-28 ·
forecast · EBITDA预测 · → daily
- 2026-05-28 ·
fact · 调整后EV/EBITDA · → daily
- 2026-05-28 ·
narrative · 治理状况 · → daily
- 2026-05-25 ·
fact · 供应光学用陶瓷封装 · → daily
- 2026-05-25 ·
fact · provides ceramic packages, submounts, and lids for optical c · → daily
- 2026-05-20 ·
fact · 产品领域 · → daily
- 2026-04-27 ·
fact · gen2 ceramic core substrate release · → daily
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