MURATA6981.T

Founded in 1944 in Kyoto, Murata Manufacturing is the world's largest maker of multilayer ceramic capacitors (MLCCs), alongside RF components, sensors and power modules. Its parts sit inside most smartphones and, increasingly, AI servers, where demand for high-spec capacitors has driven order backlogs to their highest levels since the 2018 MLCC shortage.

CEO Norio Nakajima · Founded 1944 · HQ Nagaokakyo, Kyoto, Japan · Exchange TSE · Website corporate.murata.com

Predictions & track record (1)

• Awaiting grading The next AI hardware bottleneck isn't memory. It's a tiny capacitor whose price already tripled.To be scored on whether Murata, Samsung Electro-Mechanics and Taiyo Yuden's book-to-bill ratios stay above 1.25 through Q3-Q4, and whether inventory that fell below 30 days returns to normal by year-end.

2 related posts

• Bull The next AI hardware bottleneck isn't memory. It's a tiny capacitor whose price already tripled. Jukan (@jukan05) · 2026-07-28
• Watch Serenity maps the AI hardware bottlenecks, and who supplies them Serenity (@aleabitoreddit) · 2026-07-20