Search results for Murata
Industry
Samsung Electro-Mechanics evolves into an AI infrastructure company
Samsung Electro-Mechanics plans to execute investment over the next three years equivalent to the past decade, with companywide capital spending expected to more than double from a year earlier. Five brokerage houses raised target prices to 1.05 million to 1.10 million won from the 600,000-won range, citing analysis that a triple phase of price increases has begun. The investment is described as order-based spending backed by long-term supply agreements with AI big tech customers.
Industry
MLCC shortage stretches lead times to 24 weeks
Supply lead times for multilayer ceramic capacitors (MLCC) have stretched to as long as 24 weeks, about three times the production lead time of around 8 weeks, as utilisation rates at Murata and Samsung Electro-Mechanics stay in the 90 percent range. Broker iM Securities estimates first-quarter utilisation at 92 percent and 95 percent, respectively. Distributors in Taiwan cite longer lead times and low inventories, while production shifts toward AI server MLCC are pushing general-purpose orders to second-tier suppliers.
Industry
After AI chips, robots give components makers a double tailwind
Samsung Electro-Mechanics and LG Innotek have entered a new beneficiary phase in robotics, following AI server demand. Brokerages raised target prices for Samsung Electro-Mechanics and forecast its 2027 operating profit to exceed 2 trillion won, citing expectations of higher MLCC prices. LG Innotek is also expected to beat first-quarter profit forecasts as robot camera module supply expands. Both firms are seen shifting structurally toward B2B demand from data centres and robotics.
