Murata Manufacturing Co Ltd

6981: XTKS (JPN)

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Murata Manufacturing Earnings: AI Demand Tightens MLCC Supply; Fair Value Estimate Up by 20%

Kazunori Ito

Nov 3, 2025

Major passive component suppliers, Murata Manufacturing, Samsung Electro-Mechanics, Yageo, TDK, and Kyocera all reported solid revenue growth in the September quarter, driven by computing demand. All of the Japanese suppliers raised their full-year guidance for fiscal 2025 (ending March 2026).

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United States

Murata Manufacturing Co Ltd

Murata Manufacturing Earnings: AI Demand Tightens MLCC Supply; Fair Value Estimate Up by 20%

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