Murata Manufacturing

Headlines · 5

1. 18h
   Murata to Invest ¥1 Trillion to Expand MLCC Capacity for AI

   Murata Manufacturing plans to invest ¥1 trillion over five years to expand multilayer ceramic capacitor capacity for AI servers and devices, according to TechNews citing Nikkei and the company’s investment plan. Annual spending would be about ¥200 billion, with ¥350 billion allocated to plant construction and ¥650 billion to equipment in Japan, China and ASEAN.

   科技新报 · 🔥 6
2. 2d
   WIN Semiconductors draws split analyst views on AI optical and SpaceX growth

   WIN Semiconductors reported resilient RF demand from iOS devices and Wi-Fi routers, alongside strong low-Earth-orbit communications demand. Daiwa Securities, Morgan Stanley, and Goldman Sachs issued sharply different ratings and price targets, with Morgan Stanley highlighting AI optical-networking and SpaceX V3 opportunities while Goldman expects meaningful laser-diode revenue only around 2028.

   科技新报 · 🔥 3
3. 2d
   Murata Plans ¥1 Trillion MLCC Expansion for AI Data Centers

   Murata Manufacturing plans to invest ¥1 trillion over five years to more than double MLCC capacitor sales and meet demand from AI data center operators, according to IT之家 AI. The company also plans to invest an additional ¥80 billion over two years to raise capacity by 15%, while raising its current fiscal-year operating profit guidance to ¥520 billion. Murata said existing expansion plans could no longer accommodate all orders.

   IT之家 AI · 🔥 3
4. Oct 13
   Murata Weighs Further MLCC Capacity Expansion as AI Server Demand Surges

   Bloomberg reported that Murata Manufacturing is considering additional investment to expand production capacity for multilayer ceramic capacitors as demand from AI servers keeps accelerating. Nikkei reported, according to TechNews, that Murata will expand an MLCC factory and is evaluating moving its investment plan forward; President Norio Nakajima said the company is assessing capacity expansion in regions familiar with its manufacturing methods and aims to settle details, including the investment amount, before its fiscal first-half earnings at the end of October. Murata had announced about ¥80 billion in MLCC production-equipment investment over two years through fiscal 2027, and the report says each AI server needs roughly 15,000–25,000 MLCCs, with the Izumo plant potentially reaching full capacity this year instead of 2030. Murata denied rumors that it would discontinue automotive and general-purpose products.

   Bloomberg Technology · 🔥 0
5. Oct 8
   Murata unit to invest ¥9bn in MLCC ceramic material line on AI demand

   Nikkei reported that Okayama Murata Manufacturing, a subsidiary of Murata Manufacturing, will invest about 9 billion yen to add a production line for the ceramic materials used in MLCCs and other electronic components, with construction starting in October 2026 and output due in April 2028. The report said MLCC demand is growing rapidly, led by AI servers in data centres. Okayama Murata did not disclose how much capacity the new line will add; Murata's Izumo subsidiary completed a new MLCC plant this spring and is also strengthening raw-material supply.

   科技新报 · 🔥 0

Experience and discussion from the community

Share my Murata Manufacturing experienceAsk about Murata Manufacturing