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
Walsin
6 atoms · 跨 3 天 · 首见 2026-05-14 · 最近 2026-06-14
三色: 🟦 fact 4 · 🟥 take 2 · stance ▲3/▼0/◆1
来源: X 6
时态: fresh:6
标签: 好信源:4 · 好数字:3 · 好观点:3
预测 (forecast) (2)
- 2026-06-14 · MLCC shortage duration forecast
Walsin in particular projected that the MLCC shortage could persist beyond 2027
tags: 好观点·好信源 · → daily
value: date=beyond 2027
- 2026-06-14 · AI PC and edge device demand impact forecast
The company expects demand to rise even further once AI PCs and AI edge devices—markets far larger than AI servers—begin to proliferate in earnest.
tags: 好观点·好信源 · → daily
value: direction=far larger than AI servers
事实 (fact) (4)
- 2026-06-14 ⭐ · CAPEX plans for 2026
Walsin is likewise tripling CAPEX this year
tags: 好数字·好信源 · → daily
value: direction=tripling
- 2026-06-14 ⭐ · equipment lead time from Japanese vendors
lead times from Japanese equipment vendors run 6 to 12 months
tags: 好数字·好信源 · → daily
value: qty=6 to 12 months
- 2026-05-14 · 주가 상한가 기록
대만 Walsin 역시 유사한 흐름 이어지며 전일 주가 상한가 기록
tags: 好数字 · → daily
- 2026-05-20 · 产品领域
Walsin, MLCC and passives
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-06-14 ·
fact · CAPEX plans for 2026 · → daily
- 2026-06-14 ·
fact · equipment lead time from Japanese vendors · → daily
- 2026-06-14 ·
forecast · MLCC shortage duration forecast · → daily
- 2026-06-14 ·
forecast · AI PC and edge device demand impact forecast · → daily
- 2026-05-20 ·
fact · 产品领域 · → daily
- 2026-05-14 ·
fact · 주가 상한가 기록 · → daily
← 实体目录 · 系统日志