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Murata Manufacturing has announced that it will invest a total of approximately 1 trillion yen (about 42.2 billion RMB) over the five-year period from fiscal 2026 to fiscal 2030 to expand MLCC production, with the goal of doubling MLCC sales in fiscal 2030 compared with fiscal 2025. In terms of fund allocation, 350 billion yen will be used for plant infrastructure, and 650 billion yen for production line equipment and process upgrades; the Okayama base in Japan will receive 150 billion yen to build new production lines, which are expected to gradually begin production around the end of 2028. The report also noted that price increases by original manufacturers of high-capacity MLCCs used in AI servers are generally in the range of 15% to 35%, and that Japanese and South Korean peers such as Samsung Electro-Mechanics and Kyocera are also following suit with high-end capacity expansion. At present, the plan is still at the announcement stage, with no further progress on implementation.
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Nov 1
East Money
Murata Manufacturing to invest 1 trillion yen over five years to expand MLCC production, targeting AI servers and computing hardware
Murata Manufacturing announced it will invest approximately 1 trillion yen (about 42.2 billion RMB) from fiscal 2026 to fiscal 2030 to expand MLCC production, with the goal of doubling MLCC sales in fiscal 2030 compared with fiscal 2025. Of this, 350 billion yen will go to plant infrastructure and 650 billion yen to production line equipment and process upgrades. The Okayama base in Japan will receive 150 billion yen for new production lines, which are expected to gradually begin production by the end of 2028. Price increases from original manufacturers of high-capacity MLCCs used in AI servers generally range from 15% to 35%.
Oct 31
Cailian Press
Murata Manufacturing to invest 1 trillion yen over five years to expand MLCC production, targeting AI servers and computing hardware
Murata Manufacturing announced that it will invest a total of approximately 1 trillion yen (equivalent to 42.2 billion RMB) from fiscal 2026 to fiscal 2030 to expand MLCC production, with the goal of doubling MLCC sales by fiscal 2030 compared with fiscal 2025. Of this, 350 billion yen will be used for plant infrastructure, and 650 billion yen for production line equipment and process upgrades. The Okayama base in Japan will receive 150 billion yen to build new production lines, which are expected to gradually begin production by the end of 2028. Prices from original manufacturers of high-capacity MLCCs used in AI servers have generally risen by 15%-35%, and Japanese and South Korean peers such as Samsung Electro-Mechanics and Kyocera are also following suit with high-end capacity expansion.