Electronic Components

Murata Manufacturing Co., Ltd.

Murata Manufacturing to Build 16.9 Billion Yen Factory in Shiga, Japan

Murata Manufacturing Reports Record Revenue for Fiscal Year 2025 and Outlines Future Plans

Nomura Maintains Buy Rating on Murata Manufacturing

Murata's Commercial Data Obtained by External Parties

Murata Mass Produces AMR Sensors

Murata Mass Produces Seven MLCCs Meeting AEC-Q200 Standards

Murata Manufacturing Suffers Cyber Attack and Takes Mitigating Actions

Murata Manufacturing Investing in New Production Facility at Izumo Plant

pSemi Unveils New Charging Solutions at APEC for Mobile Devices and Robots

Murata Announces Price Adjustment for EMI Products Starting April

Murata Announces Price Increase for MLCC Products, Up to 35%

Murata Considers Raising MLCC Prices, Passive Component Stocks Surge

US Bank Securities Maintains Buy Rating on Murata Manufacturing, But TipRanks Downgrades to Hold

AI Data Center Demand Soars: Murata Considering MLCC Price Hike

Murata's Q3 Earnings: Revenue Growth but Operating Profit Down Due to Impairment

Murata Raises Fiscal Revenue Forecast to 634 Billion Yen

Murata Manufacturing Sees Sequential Order Growth with Strong Server and AI Data Center Parts Demand

6981

MRAAY

Demand for multilayer ceramic capacitors (MLCCs) is surging due to the AI boom, with manufacturers prioritizing high-end supply for data centers. The MLCC industry is expected to experience explosive growth, driven by next-generation AI hardware requiring larger volumes. Major players like Murata and SEMCO dominate the market, while Chinese companies are rapidly expanding. Prices are projected to rebound amid tight supply, with significant stock price increases observed for leading manufacturers.

SCMP

Murata Manufacturing

NVIDIA

CCTC

Fenghua

NVIDIA Corporation

Murata Mfg Yen1k

Tiny capacitors are the latest AI-driven investor darling

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The Nikkei 225 has reached a record high of 63,788, primarily driven by technology stocks like SoftBank Group and Murata Manufacturing. However, technical indicators suggest a potential near-term corrective pullback below the 64,145 resistance level, with a bearish "Head & Shoulders" pattern emerging. Momentum indicators indicate exhaustion in the recent bullish trend, raising the likelihood of a retracement towards support levels at 61,945 and lower. This analysis follows a previous report on the Nikkei's bullish reversal.

Market Pulse

SoftBank Group Corp.

Japan Agricultural Cooperatives Group

Mitsubishi UFJ Financial Group, Inc.

BlackRock, Inc.

Pro Ultrshrt Yen

SoftBank

Chart alert: Nikkei 225 bullish run is facing minor exhaustion below 64,145

Murata Manufacturing Co., Ltd. has launched a share repurchase program for up to 75 million shares, representing 4.12% of its outstanding stock, alongside its full-year results showing increased sales and stable net income. The company also began mass production of ultra-low-power AMR sensors for healthcare and IoT applications. While the buyback reinforces capital efficiency, it does not alter near-term earnings drivers. Investors should consider the high earnings multiple and recent volatility when evaluating the stock's performance potential.

Simplywall

Murata Manufacturing (TSE:6981) Is Up 13.9% After Launching Major Buyback And New AMR Sensors – Has The Bull Case Changed?

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FTXL

AI servers are significantly increasing the demand for multilayer ceramic capacitors (MLCCs), with a single server using 440,000 units compared to 1,000 in standard servers. This surge is causing supply constraints and price hikes, with companies like Samsung Electro-Mechanics and Murata Manufacturing poised to benefit. The MLCC market is dominated by Japanese and South Korean firms, and U.S. investors can gain exposure through Vishay and ADRs of Murata and Taiyo Yuden. The demand shift is transforming MLCCs from cyclical to growth stocks, driven by AI technology.

TradingKey

Vishay Intertech

Taiyo Yuden Co., Ltd.

SPDR S&P Semicon

VanEck Semiconductor ETF

iShares Semiconductor ETF

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

Goldman Sachs

JPMorgan Chase

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JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

AI Servers Create New MLCC Trend: Will It Be the Next HBM?

Nomura analyst maintained a Buy rating on Murata Manufacturing Co today and set a price target of Yen5,450.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks The word on The Street in general, suggests a Strong Buy analyst consensus rating for Murata Manufacturing Co with a Yen4,892.94 average price target.

Tip Ranks

Nomura Holdings, Inc.

Nomura

Murata Manufacturing Co (MRAAF): New Buy Recommendation for This Technology Giant

Murata Manufacturing Co., Ltd. has launched mass production of its MRMS166R and MRMS168R anisotropic magnetoresistance (AMR) sensors, designed for healthcare, wearables, and IoT devices. The MRMS166R features an average current consumption of 20 nA and operates from a 1.2 V supply, enhancing battery life in coin cell-powered systems. These sensors enable contactless switching, improving reliability and supporting miniaturized designs. They are suitable for various applications, including medical patches and AR glasses, and are compactly packaged for space-constrained designs. Murata aims to expand its AMR sensor lineup to further reduce power consumption.

Fidelity

Murata Launches Ultra-Low Power AMR Sensors to Boost Battery Life in Healthcare and Wearables Devices

Murata Manufacturing (TSE:6981) has commenced mass production of advanced automotive multilayer ceramic capacitors, targeting ADAS and autonomous driving systems. The company's shares have seen a 14.25% return over the past 30 days and a 109.47% return over the past year. However, with a P/E ratio of 40x, significantly above the industry average of 16.8x, the stock appears overvalued. Analysts forecast earnings growth of 22.1% annually, but the high valuation raises concerns about future performance and market expectations. Investors are advised to consider potential risks and compare with other investment opportunities.

Assessing Murata Manufacturing (TSE:6981) Valuation As New High Capacitance Automotive MLCCs Enter Mass Production

Murata Manufacturing Co., Ltd. has commenced mass production of seven AEC-Q200-qualified multilayer ceramic capacitors (MLCCs) that offer the highest capacitance for their rated voltage and size. These MLCCs are designed to support stable operation in advanced driver assistance systems (ADAS) and autonomous driving applications. The new products address the growing demand for higher capacitance and miniaturization in automotive systems, contributing to design flexibility and reduced environmental impact. Murata aims to enhance automotive performance through ongoing product development.

fidelity

Murata Begins Mass Production of Seven Automotive MLCCs with World-leading Capacitance for Their Rated Voltage and Size, Supporting Stable Operation of In-vehicle Systems and Greater Design Flexibility

Murata Manufacturing Co., Ltd.(6981.JP)