The MLCC niche segment has been boosted by AI data centers; Murata's expected profit growth of 34.8% this round is indeed impressive.

View Original
BlockBeatNews
Profit has hardly increased, and the leading MLCC company Murata's stock price has doubled in a year: the market is pricing in "next year."
Murata Manufacturing's stock price surged driven by a flat earnings report but optimistic expectations for future AI profits.
AI/data center revenue is expected to increase from approximately 170 billion yen to 325 billion yen, with AI's share rising from 9% to 17%, and future profit growth could reach 34.8%, achieved through cutting-edge MLCCs with smaller sizes and higher capacitance to gain pricing power.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned