TDK, Murata, Kyocera all lift sales; TDK up 38.3%

These results are framed around two forces pulling in opposite directions. On one side, demand tied to AI data centers and a yen that has kept weakening are lifting sales at TDK, Murata Manufacturing and Kyocera alike, and all three converted that into higher operating profit. On the other, the cost of memory has been climbing, a headwind shared across the group. Kyocera's operating profit rising roughly 2.6-fold stands out against its comparatively modest 9.9% sales gain, suggesting the profit picture is not simply a volume story, though the body does not break down the drivers. TDK's 38.3% sales increase is the largest of the three and comes on the biggest revenue base, ¥741.0 billion for the quarter. Nidec, the fourth company in the comparison, is absent because it had not yet published its first-quarter results for the fiscal year ending March 2027.