Passive electronic components (resistors, capacitors, inductors) — JPMorgan AI supply chain report. Every circuit board needs passives. Mid-cap, profitable, under-covered.
Current stock research snapshot · 8/6/26 20 days old
VSHVishay Intertechnology Inc.
Investment conviction●●○○○2 of 5 · current snapshot
Research target$31.56Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/6/26
Market cap$6.43BSnapshot value · 8/6/26
AI server MLCC demand projected >4x by 2030 driving structural shortage and pricing power; Murata/Taiyo Yuden implementing +15-35% MLCC price hikes lifting industry ASPs; Q2 2026 earnings with passive components recovery cycle
needs primary source validation
needs primary source validation
Snapshot · 8/6/26🟡 Mixed · 13F 21+/4-×0.5 · short↑0.37
Snapshot · 8/6/26