VSH威世
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Serenity @aleabitoreddit
专注 AI 光通信与半导体供应链研究，擅长从产业链与公司基本面寻找高赔率机会。长期跟踪 CPO 与光模块产业链，持续输出 SIVE、AAOI、LITE、POET 等标的的深度观点。
结论速览
VSH 整体偏多（看多 1 · 看空 0）
VSH等美国上市公司因其本土上市身份而值得关注，尽管其市场份额小于亚洲同行。
最近发言：2026/08/17 03:14 · 无信心分
8-10 分观点使用大徽标▲ 看多▼ 看空● 提及
历史观点（3 条，最新在上）
- English · 原文@wannabepanacea Yeah as the other comment said $VSH and $KN are the two to look at. They have a lot less market share than their Asian counterparts, but... they're listed in the US中文 · 翻译@wannabepanacea 是的，就像另一个评论说的，$VSH 和 $KN 是值得关注的两家。 跟它们那些亚洲同行比起来，市场份额小多了，但是……它们在美国上市。
- English · 原文Some updates on bottleneck timelines: - ABF substrates: 1 year / eg. Ajinomoto (2802) for ABF film, Ibiden, Unimicron, Nan Ya PCB, etc make the substrates - HDI Boards: Over 6 months / Victory Giant (300476), Zhen Ding (4958), Unimicron, Compeq (2313), Meiko (6787) - Multilayer boards: ~6 months / Victory Giant, WUS (002463), $TTMI, Gold Circuit Electronics (2368), - CCL: Over 6 months (severe shortages of materials) / Elite Material (2383), Shengyi (600183), TUC (6274), ITEQ (6213), Nan Ya Plastics (1303), Resonac (4004) Mitsui Kinzoku (5706) / HVLP copper foil. Nittobo / glass fiber/cloth - MLCCs, chip resistors, tantalum capacitors, aluminum electrolytic capacitors: 15-20 weeks to 1 year+ MLCC: Murata (6981), Samsung Electro-Mechanics, TDK (6762), Taiyo Yuden (6976), Yageo (2327), Walsin (2492) Chip Resistors: Yageo, Walsin, KOA (6999), Rohm (6963) and $VSH Tantalum capacitors: Kyocera/AVX, Yageo/KEMET, $VSH again Aluminum electrolytic capacitors: Nippon Chemi-Con (6997) Nichicon (6996) | Timelines sourced from Digitimes, did the honors of adding in related companies. But it's slightly more nuanced since MLCCs and others mix. in commodity types vs. AI DCs. Regardless, just some helpful mapping.中文 · 翻译关于瓶颈交期的一些最新情况： - ABF 载板：1 年 / 例如，Ajinomoto (2802) 提供 ABF 膜，Ibiden、Unimicron、Nan Ya PCB 等生产载板 - HDI 板：超过 6 个月 / Victory Giant (300476)、Zhen Ding (4958)、Unimicron、Compeq (2313)、Meiko (6787) - 多层板：约 6 个月 / Victory Giant、WUS (002463)、$TTMI、Gold Circuit Electronics (2368) - CCL（覆铜板）：超过 6 个月（材料严重短缺） / Elite Material (2383)、Shengyi (600183)、TUC (6274)、ITEQ (6213)、Nan Ya Plastics (1303)、Resonac (4004) Mitsui Kinzoku (5706) / HVLP 铜箔。 Nittobo / 玻璃纤维/布 - MLCC、贴片电阻、钽电容、铝电解电容：15-20 周到 1 年多 MLCC：Murata (6981)、Samsung Electro-Mechanics、TDK (6762)、Taiyo Yuden (6976)、Yageo (2327)、Walsin (2492) 贴片电阻：Yageo、Walsin、KOA (6999)、Rohm (6963) 和 $VSH 钽电容：Kyocera/AVX、Yageo/KEMET、$VSH 又来了 铝电解电容：Nippon Chemi-Con (6997) Nichicon (6996) | 交期信息来自 Digitimes，我帮忙添加了相关公司。 不过情况稍微复杂一点，因为 MLCC 和其他元件在通用型和 AI 数据中心用型之间有所区别。 不管怎样，这算是一些有用的映射。
- English · 原文Okay chat, here's your compiled list chat of your favorite 800V DC related ideas. 1. $IFNNY - $115.8B 2. $ON - $46.2B 3. Lite-On (2301) - $16.03B 4. 6504.T - $14.1B 5. $VICR - $12.8B 6. $LFUS - $11.57B 7. https://t.co/1unM4FPf65 - $8.34B 8. $VSH - $7.86B 9. $ENPH - $7.36B 10. $NVTS - $5.77B 11. $POWI - $4.30B 12. $BDC - $4.18B 13. $EOSE - $3.86B 14. $SEDG - $3.82B 15. $AEHR - $3.1B 16. 6890.T - $2.66B 17. $WOLF - $2.16B 18. $CWR.L - $1.75B 19. $AMSC - $1.68B 20. https://t.co/43OXU9tx65 - $1.68B 21. $XFAB - $1.54B 22. $AOSL - $1.25B 23. $HYLN - $1.23B 24. $FCEL - $835M 25. $IQE.L - $780M 26. $ASYS - $276M 27. $RELL - $239M 28. 6844.T - $222M 29. 4973.T - $207M 30. $PAY.BR - $189M 31. 6616.T - $186M 32. 6882.T - $124M 33. $IPWR - $96m Also included some adjacent ones you all mentioned like $FCEL or $EOSE anyway, tho idk it's great exposure. Ignored the clearer irrelevant stuff like $POET that people mentioned tho. There's like 500 comments, but I guess X limits everything I can see. We'll see how your highest conviction ideas do.中文 · 翻译好的，各位聊友，这是你们最喜欢的 800V 直流电相关概念股汇总： 1. $IFNNY - $1158 亿美元 2. $ON - $462 亿美元 3. Lite-On (2301) - $160.3 亿美元 4. 6504.
在其他光模块产业链标的上也有持续观点
VSH 之外，以下标的同样收录于其观点库：