Search results for Murata
Industry
AI hardware race heats up at electronica Shanghai 2026, humanoid robots emerge as new battleground
electronica Shanghai 2026 opened on Tuesday at the Shanghai New International Expo Centre, with more than 2,032 companies exhibiting across 10 halls. Crowds gathered at the humanoid robot zone and the semiconductor sector, where live robot demonstrations and chip-spec consultations continued throughout the day. Organisers set up a humanoid robot area and an embedded AI industry conference. EO Intelligence forecasts China’s AI-based intelligent EV penetration to rise past 50 percent by 2030.
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.
