NuAxiSemiconductor trade intelligence

Walsin sees B/B ratio hit 1.8, 2026 capex at NT$4B

What happened

Walsin Technology's inventory turnover ratio reached 1.8, with order visibility extending to the end of 2026. Driven by strong AI demand, the company plans to expand capacity for passive components. Bullish signal for supply chain tightness.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

MLCC

Walsin Technology

shortageinventoryAIcapacity

Source and time

Source: DigiTimes Asia · 8/11/2026 · View original source

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Walsin sees B/B ratio hit 1.8, 2026 capex at NT$4B

What happened

Impact and signal

Affected components and suppliers

Source and time

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