China →Stands to benefit
e.l.f. Beauty, Inc.ELF
e.l.f. Beauty says substantially all of its third-party suppliers and manufacturers are in China and nearby foreign markets, so added Chinese production capacity should directly ease its sourcing constraints.
85% confidence
China →Stands to benefit
Hamilton Beach Brands Holding Co.HBB
With approximately two-thirds of suppliers based in China, Hamilton Beach should benefit materially from a China supply ramp through better component and finished-goods availability.
84% confidence
Thailand →Stands to benefit
FabrinetFN
Fabrinet's principal manufacturing facilities are in Thailand, so a Thai optical-module PCBA production ramp should directly lift its local manufacturing output and benefit it.
82% confidence
China →Stands to benefit
ROSS STORES, INC.ROST
More than half of Ross Stores' goods originate from China, so a China manufacturing supply increase should improve merchandise availability and sourcing flexibility.
78% confidence
Inventronics Inc. →Prices rise
LED Driver / Power ElectronicsIVX
Inventronics' mass-production ramp and full utilization imply stronger pull on its LED driver/power electronics inputs, which can lift procurement costs even though substitutes exist.
74% confidence
MEAN WELL Enterprises →Shortage risk
LED Driver / Power Electronics
MEAN WELL's move into full-utilization mass production should raise consumption of LED driver/power electronics inputs, tightening supply for that component category.
71% confidence
Power Integrations, Inc. →Stands to benefit
X-FAB Semiconductor Foundries AG
Power Integrations discloses that X-FAB is one of three foundries manufacturing the vast majority of its silicon wafers, so a production ramp and full utilization would likely increase orders to X-FAB.
71% confidence
Power Integrations, Inc. →Stands to benefit
Seiko Epson Corporation
Power Integrations discloses that Epson is one of three foundries manufacturing the vast majority of its silicon wafers, so a production ramp and full utilization would likely increase orders to Epson.
71% confidence
Power Integrations, Inc. →Stands to benefit
Lapis Semiconductor Co., Ltd.
Power Integrations discloses that Lapis is one of three foundries manufacturing the vast majority of its silicon wafers, so a production ramp and full utilization would likely increase orders to Lapis.
71% confidence
CoWoS Advanced Packaging (TSMC) →supply up
GPUs and AI accelerators
CoWoS advanced packaging is a critical input for GPUs and AI accelerators, so more available packaging capacity should increase their supply.
67% confidence
Texas Instruments →Stands to benefit
LED Driver / Power Electronics
A ramp in optical module PCBA production should raise demand for LED drivers and power electronics, and Texas Instruments is a supplier of that input category.
64% confidence
