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15.09.26 - 11:06
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AI′s MLCC squeeze puts Samsung in pole position, China at the door (Digitimes)
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AI servers are reshaping the global multilayer ceramic capacitor (MLCC) market. Murata Manufacturing and Samsung Electro-Mechanics (SEMCO) are steering limited capacity toward high-value server components, tightening conventional supply, lifting prices, and creating an opening for Chinese suppliers in PCs....
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12.09.26 - 03:36
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Murata targets mass production of its AI power substrate next year (Digitimes)
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Murata Manufacturing plans to begin mass production next year of iPaS, the power substrate it has spent several years developing for AI chips, a step that would carry the world's largest multilayer ceramic capacitor maker out of the passive components it dominates and into the substrate layer itself. The company is targeting annual sales of JPY50 billion (US$325.56 million) within 18 months of that launch, according to The Elec, which reported the plan after Murata showed the product at the KPCA Show 2026 in Incheon on September 9....
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10.09.26 - 11:06
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Murata to stop some MLCC lines as AI server demand strains supply (Digitimes)
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Murata Manufacturing said it will gradually end production of several multilayer ceramic capacitor (MLCC) part numbers as AI demand continues to pressure supply chains. The Japanese passive components leader said the move was aimed at stabilizing deliveries, improving customer support, and reallocating capacity to other products....
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08.06.26 - 03:06
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Murata launches smaller MLCC for electric and automated vehicles (Digitimes)
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Murata Manufacturing said it has begun mass production of a new automotive capacitor designed to help automakers cope with shrinking circuit-board space as electrification, advanced driver-assistance systems, and autonomous driving expand worldwide. The part targets rising 48V vehicle systems, higher power demand, and tighter packaging needs across global automotive electronics markets....
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28.05.26 - 02:00
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Yageo tops Murata in AI-driven passive component orders (Digitimes)
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Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio to 1.3, surpassing levels seen at Japanese peers, including Murata, as tightening supply across the sector continues to extend lead times....
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