Yun Jui Tsai @YunRueiTsai: "Is VSH the Next Micron?..."

Taiwan

Is VSH the Next Micron? @YunRueiTsai 🚀 All-time high2026 YTD Return: +43.91%. AI is not only about HBM. The next bottleneck may be AI server power components. High-end MLCCs, polymer capacitors, current-sense resistors, and power inductors are becoming more important inside AI data centers. But here is the key: VSH is probably not the next MU. It looks more like a steady AI power-chain beneficiary. The stronger passive component plays may be: Murata: global MLCC leader Taiyo Yuden: high-end capacitor beta VPG: small-cap precision resistor / sensor play VSH: steady AI power-chain follower This is not a rally for every passive component stock. The real winners are the high-spec parts that AI servers need most and cannot easily replace. My view: VSH is not the next Micron, but the AI passive component trade may still be early. Do you think passive components are the next AI trade? $BTC $GOLD $MU (Micron Technology, Inc.) $SOXX (iShares Semiconductor ETF ) $NSDQ100 $SPX500 #AI #DataCenter #PassiveComponents #HBM #Semiconductors

Not investment advice. The author may have financial interests in the mentioned instruments.