BWA
0看多0看空1提及
8-10 分观点使用大徽标▲ 看多▼ 看空● 提及
历史观点（1 条，最新在上）
- English · 原文Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck): - Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AMZN. - As demand from data centers has increased, production of Samsung SDI's cylindrical cells has also risen sharply. - Industry sources said Panasonic, Samsung are experiencing supply shortages for BBU cells. So main beneficiaries imo look like: - Samsung SDI (KRX: 006400) / Panasonic Energy as cleaneset winners - Murata (6981) / this keeps showing up everywhere with MLCC and others lol - LG Energy (KRX: 373220) / incoming There's not really much direct US players? But adjacent read through like $VRT, $ETN or $BWA / $ENS. Not quite in my domain emphasis cup of tea though. I wouldn't conflate this as all shortages having a massive TAM, but there could be opportunities...中文 · 翻译看来，大功率圆柱形电池 / BBU 电池好像短缺了 (也就是：瓶颈)： - 三星 SDI 向 Simplo 供应电池，后者将电池组装成 BBU，供货给 $META 和 $AMZN。 - 随着数据中心需求的增加，三星 SDI 圆柱形电池的产量也大幅上升。 - 业内人士称，