TAIYO YUDEN6976.T

Founded in 1950, Taiyo Yuden makes multilayer ceramic capacitors, inductors and circuit modules, and once pioneered recordable CD technology before exiting that business. It is one of the three dominant Japanese and Korean MLCC suppliers, alongside Murata and Samsung Electro-Mechanics, now shifting production toward higher-spec parts for AI servers.

CEO Shoichi Tosaka · Founded 1950 · HQ Chuo, Tokyo, Japan · Exchange TSE · Website yuden.co.jp

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