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@systemmargin.bsky.social

Everyone is watching AI chips. I’m looking one layer deeper. Taiyo Yuden expects operating profit to jump 125% on 19.3% revenue growth. That’s the kind of operating leverage I want to investigate. Entry: ¥8,572 | Oct 26, 2026

System Margin

@systemmargin.bsky.social

The catch? Forecasts don’t pay the bills. Taiyo Yuden needs higher capacity utilization, a better product mix and pricing discipline to deliver. A weaker yen could also flatter reported earnings I’m watching to see whether the AI boom creates lasting profits, not just a good story.

26/10/26, 1:42 pm0 reposts0 likes

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