Goldman Sachs Bullish on Murata: Strong AI Data Center Demand Boosts MLCC Outlook
On June 23, Goldman Sachs highlighted in its latest research report that orders for multilayer ceramic capacitors (MLCC) from Japan's passive component giant Murata Manufacturing remain high, with demand from AI servers and data centers being the main driving force. The firm noted that with MLCC capacity utilization rates maintained at 90%-95% and continuous improvement in high-end product structure, Murata's profits may see further acceleration in the second half of the year. Goldman Sachs maintains a 'Buy' rating on Murata Manufacturing and includes it in its strong buy list, with a 12-month target price of 12,600 yen.
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