This article lists leading and lagging MLCC-related stocks, covering Japanese companies such as Murata Manufacturing, Taiyo Yuden, TDK and Kyocera, as well as upstream stocks in materials and equipment. The importance of MLCCs is expected to remain a focus amid expanding demand for edge AI.
As demand for semiconductor devices increases, the importance of MLCCs (multilayer ceramic capacitors) as peripheral components is growing, and Japanese companies are described as holding the leading position in the global market. The article identifies expanding adoption of smartphones and AI edge devices as drivers of MLCC demand, while rising demand from AI servers is described as a key focus for future market trends.
MLCC-related stocks is a general term for companies involved in MLCC manufacturing, materials, processing or equipment. The article identifies the large number of MLCCs installed in each smartphone and the spread of edge AI devices as factors driving demand. It particularly emphasises the high global shares held by Japanese companies and the strong spillover effect on related stocks involved in materials supply and manufacturing processes.
Murata Manufacturing, Taiyo Yuden, TDK, Kyocera and MARUWA are cited as leading stocks, with their respective global shares, business strengths and approaches to AI data-centre demand introduced. The article also lists the possibility of joint development and a capital alliance between Taiyo Yuden and TDK, Murata Manufacturing's plan to expand MLCC production capacity and policy of reducing production of some non-core general-purpose MLCCs, and developments at upstream materials and processing companies such as Toray, Noritake and 石原産業.
In addition, several lagging MLCC-related stocks are introduced, including Nikkiso, 6376 Nikkiso, 4027 Tayca, 4082 Daiichi Kigenso Kagaku Kogyo, 5367 Nikkato, 6245 Hirano Tecseed, 5333 NGK and 4092 Nippon Chemical Industrial, as well as 5400 and others. Their positions are described based on their roles, including coating, firing, bonding and materials supply.
These groups of stocks are expected to benefit from a revival in capital investment alongside expanding AI demand. Future market trends will be watched as the collective performance of MLCC-related materials, manufacturing and equipment companies.