Strong demand for electronic components for data centers led to upward revisions to Kyocera's and Murata Manufacturing's earnings forecasts for fiscal 2026.
Kyocera and Murata Manufacturing, both headquartered in Kyoto, revised their earnings forecasts for fiscal 2026 upward, against a backdrop of solid demand for data-center components.
Both companies are reported to have identified stronger component supply and improved sales conditions, driven by expanding data-center demand, as factors lifting their earnings outlooks.
This development indicates that growth in the data-center electronic components market may lead to improved corporate earnings.