Walsin Technology: Passive Component Supply Tight, AI Application Share to Reach 20%
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AI Summary (NQ-processed)
Walsin Technology President James Tseng stated that the passive component market is experiencing supply shortages, with the supply-demand gap potentially extending to 2028. The share of AI applications in Walsin's revenue is expected to rise to 15%-20% this year, and the company is expanding resistor and capacitor capacity by approximately 10% to 15%.
AI Analysis
Frequently Asked Questions
- Q: What are Walsin Technology's main products?
- A: Its main products are Multilayer Ceramic Capacitors (MLCCs) and chip resistors.
- Q: How long will the passive component shortage last?
- A: Walsin predicts the supply shortage will continue until 2027 or 2028.
- Q: What is Walsin's capital expenditure for this year?
- A: Capital expenditure for this year is expected to increase to NT$3 billion.