The financial report data itself is quite ordinary, but the story of AI revenue doubling + high-end MLCC pricing power is too sexy, and funds are voting with their feet.

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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.
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