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.
AI server demand is rippling into passive components and their upstream materials, and Murata's expansion is a concrete signal of that pull-through.
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AI 相關需求增加，MLCC（積層陶瓷電容）龍頭村田製作所（Murata Manufacturing）傳將投資 90 億日圓，增設產線，擴產 MLCC 原料。
日經新聞7日報導，為了因應AI相關需求增加，村田製作所子公司「岡山村田製作所」將投資約90億日圓，增設產線，擴產MLCC等電子零件用陶瓷原料。新產線將在2026年10月動工、2028年4月投產。
不過「岡山村田製作所」未公布產能將因此增加多少。「岡山村田製作所」的超微粒、高純度陶瓷原料使用於村田全球市占率居冠的MLCC等產品。
據報導，MLCC需求正快速成長，其中又以AI資料中心使用的AI伺服器需求尤為強勁。村田正持續擴充MLCC產能，子公司「出雲村田製作所」MLCC新廠房在今春完工，並將強化生產MLCC所需的原料供應。
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