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Murata Weighs Further MLCC Capacity Expansion as AI Server Demand Surges

AI summary

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.

In-depth insight

Murata is described as the leading MLCC maker, and with each AI server reported to need roughly 15,000–25,000 MLCCs, its expansion review reflects component demand pressure from AI servers.

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