What's on your mind?
An executive from Murata Manufacturing, the world’s biggest maker of MLCCs (Multilayer Ceramic Capacitors), said demand growth for MLCCs used in AI servers will continue at least through 2028, media report, adding Murata plans to invest ¥80 billion (US$520 million) over 2-years to expand MLCC capacity by more than 20%. The company is also reviewing a more aggressive 2nd wave of expansion, including larger plants in Japan and overseas.
Source: Dan Nystedt
Japan’s Murata plans to end production of certain MLCC (Multilayer Ceramic Capacitor) products for consumer, industrial and automotive products to focus on high-end markets like AI servers and advanced automotive electronics, media report, adding that customers will likely shift orders to other MLCC makers, like Taiwan’s Yageo, Walsin Tech, Holy Stone, Prosperity Dialectrics and others. Murate is the world’s biggest maker of MLCCs, parts used in all electronics to stabilize the flow of electricity.
Source: Dan Nystedt