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Home/Stocks/2492.TW
TWSE · Taiwan · Electronic Components

2492.TW Walsin Technology

MLCCs and passives

Tight + uptrend Its supply chain is tightening and the stock trades above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-30
NT$381.0
−9.93% today
1W
+3.5%
1M
+26.2%
3M
+72.8%
YTD
+227.4%
1Y
+289.6%
Off 52w high
−37.9%
Next earnings (est.): 2026-11-01
Market capNT$185B≈ $5.67B
P/E (trailing)47.5Forward 21.9
EV / sales5.4×EV/EBITDA 32.5×
Revenue (TTM)NT$39.02BGrowth 18.4% y/y
Margins18.5%gross · op 10.3%
Free cash flowNT$2.53BCash NT$14.01B · debt NT$26.81B
Analyst targetNT$480.0+26.0% upside · 1 analysts · none
Riskβ 2.33Short — of float · yield 0.59%

Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.

2492.TW · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2022-02-24EarningsMiss / cut

    Reported EPS 1.89 vs 3.98 expected (-52.5% surprise).

  2. 7
    2021-11-03EarningsBeat / raise

    Reported EPS 5.3 vs 4.82 expected (+10.0% surprise).

  3. 6
    2021-08-05EarningsMiss / cut

    Reported EPS 4.64 vs 5.05 expected (-8.1% surprise).

  4. 5
    2021-05-04EarningsMiss / cut

    Reported EPS 3.91 vs 4.32 expected (-9.5% surprise).

  5. 4
    2021-02-25EarningsMiss / cut

    Reported EPS 3.31 vs 4.83 expected (-31.4% surprise).

  6. 3
    2020-11-09EarningsBeat / raise

    Reported EPS 4.77 vs 3.87 expected (+23.3% surprise).

  7. 2
    2020-08-09EarningsBeat / raise

    Reported EPS 3.98 vs 2.9 expected (+37.2% surprise).

  8. 1
    2020-05-11EarningsMiss / cut

    Reported EPS 1.35 vs 1.87 expected (-27.6% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2022-02-243.981.89−52.5%
2021-11-034.825.3+10.0%
2021-08-055.054.64−8.1%
2021-05-044.323.91−9.5%
2021-02-254.833.31−31.4%
2020-11-093.874.77+23.3%
2020-08-092.93.98+37.2%
2020-05-111.871.35−27.6%
2019-06-2813.214.75−64.0%
2019-03-0614.559.78−32.8%
2018-11-0714.3618.87+31.4%
2018-08-064.629.03+95.6%
2018-05-022.542.71+6.7%
2018-03-131.781.83+2.8%
2017-11-031.781.68−5.6%
2017-08-031.230.92−25.2%
2017-05-070.810.82+2.0%
2015-02-160.550.42−23.1%
2014-11-110.20.62+207.7%
2014-08-13-0.080.14+275.4%
2014-05-12-0.08-0.06+28.6%
2014-01-15-0.09-0.21−127.3%
2013-11-12-0.14-0.1+28.6%
2012-05-140.18-1.31−843.1%

About Walsin Technology

Website ↗

Walsin Technology Corporation, together with its subsidiaries, develops, manufactures, and sells passive electronic components in Asia, America, and Europe. It provides chip capacitors, chip resistors, ceramic dielectric powders, and magnetic elements. It also researches, develops, manufactures, and sells integrated electrical protection components, hybrid microwave antenna modules, electric capacitors, thick film printed circuit boards, laminated dielectric filters, and multilayer type microwave communication components and modules; generates solar power electricity; sells photoelectric and sensor devices, and radio frequency devices; and trades in electronic parts. In addition, it offers transformers, coils and magnetic components, computers and peripheral output devices, keypads products, mechanical integrated components, and communication products and components. Further, it provides…

Taoyuan City, Taiwan

An AI server board uses many times the capacitors of a normal server, and the high-capacitance, high-temperature parts come mainly from Murata and Samsung Electro-Mechanics.

Ceramic powder→MLCC→Board→Server

What would prove us wrong. Weakens if lead times stay flat while AI server builds keep rising.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
6981.T
Murata Manufacturing
Largest MLCC maker; high-cap parts for AI servers ¥6,358.0−7.72%−19.0%+98.6%
009150.KS
Samsung Electro-Mechanics
MLCCs and FC-BGA substrates ₩1,196,000−7.50%−21.7%+369.0%
6976.T
Taiyo Yuden
MLCCs and inductors ¥8,553.0−7.34%−8.3%+145.5%
6762.T
TDK
Passive components, MLCCs and power supplies ¥2,572.0−7.22%−13.7%+18.2%
2327.TW
Yageo
Capacitors and resistors (incl. KEMET) NT$502.0−7.55%−8.4%+118.9%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.