How much is Murata investing and where?

It plans 1 trillion yen over five years, spread across Japan, Southeast Asia and China, with about 150 billion yen for a new production building at its Okayama site.

Why does Murata think the investment is low-risk?

President Norio Nakajima said that even if AI data center demand plateaus around 2030, AI is expected to spread to humanoid robots, cars and drones, expanding the market.

How did Murata's latest earnings look?

For the six months to September 2026, sales rose 20.8% year on year to 1.0907 trillion yen and net profit rose 40.6% to 186.1 billion yen.

Top Companies' AI MovesAI Business & IndustryTop Companies AI11m agoOct 31, 2026, 06:30 JST

Murata bets 1 trillion yen on AI-driven MLCC output

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3 Key Points

What happened
Murata Manufacturing said it will invest 1 trillion yen over five years to expand MLCC production in Japan, Southeast Asia and China, including about 150 billion yen for a new production building in Okayama.
Why it matters
Murata holds a 40% global share in MLCCs and expects AI server demand to plateau around 2030, but sees AI spreading to humanoid robots, cars and drones, with President Nakajima calling the large investment low-risk.

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FAQ

How much is Murata investing and where?: It plans 1 trillion yen over five years, spread across Japan, Southeast Asia and China, with about 150 billion yen for a new production building at its Okayama site.
Why does Murata think the investment is low-risk?: President Norio Nakajima said that even if AI data center demand plateaus around 2030, AI is expected to spread to humanoid robots, cars and drones, expanding the market.
How did Murata's latest earnings look?: For the six months to September 2026, sales rose 20.8% year on year to 1.0907 trillion yen and net profit rose 40.6% to 186.1 billion yen.

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