Vishay results were on 10 may.
Book to bill & order backlog are still high indicating a healthy demand supply situation.
In fact, gross margins in resistor segment expanded 500 bps for vishay and showed a reasonable growth QoQ & yoY
They also talked in the concall about increasing capacity for resistors (& MOSFETS)
We are focused this year on investing in capacity expansion projects outside of China. Our customers tell us that the value that they see in Vishay being regionally located, the manufacturing footprint as they pursue onshoring or near-shoring efforts. Some of this capacity expansion is already allocated to our established customers, especially for MOSFETs and resistors, which still have long lead times. Some of it is strategically reserved, to serve new and emerging customers that are leaders in driving megatrend-related demand.
This quarter, we put capital to work in a few ways, in fabs located in Germany, Taiwan and Italy, geared primarily toward growth segments of automotive and industrial for our MOSFETs Diodes and OPTO products; new factories in Mexico, for power metal strip resistors and power inductors. Custom magnetics is another part of the inductor portfolio that we invest in. In the Dominican Republic, we have increased the floor space by 50%, to better serve our aerospace defense and medical customers. This increases our overall custom magnetics’ capacity and floor space by 6%.
Shivalik’s results are in couple of days will be interesting to see the results
Disc: invested, biased
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