NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Oct 30

21:45Impact score 60
Murata to invest €5.7 billion to double MLCC sales
Murata plans to invest about JPY 1 trillion (about EUR 5.7 billion) over five years, from fiscal 2026 to fiscal 2030, to expand its global production capacity for multilayer ceramic capacitors (MLCCs), and expects MLCC sales in fiscal 2030 to be at least double those of fiscal 2025. According to Murata's press release, roughly JPY 350 billion is for buildings and JPY 650 billion for production equipment, directed at new production buildings at existing sites in and outside Japan, new equipment, upgrades to existing lines and some land purchases. Murata says the expansion is aimed at growing demand from data centres in the near term, while also building the production base it will need after 2030, when it expects AI to have spread into edge devices, mobility and robotics. The largest project disclosed so far is in Okayama Prefecture: Okayama Murata Manufacturing in Setouchi will become the company's third MLCC production site in Japan, alongside Fukui Murata Manufacturing and Izumo Murata Manufacturing. Murata will put about JPY 150 billion (about EUR 850 million) into two new buildings there — an MLCC production building with construction starting in April 2027 and completion planned for the end of 2028, and a building for MLCC sheets and raw materials due in 2030 — and aims to employ 1,500–2,000 people in Okayama by then. Izumo Murata will also build a new plant for electronic components, including MLCCs, in Yasugi, Shimane Prefecture, though neither the timing nor the investment has been decided. Outside Japan, the plan includes a new production building at Murata Electronics (Thailand) due for completion in 2030 and new equipment and infrastructure in an unused part of an existing building in the Philippines by 2027, with investment amounts for both to be announced later; Murata will also add equipment and capacity yearly at existing plants in Japan, ASEAN and China without disclosing individual plans. Murata has not said how the remaining roughly JPY 850 billion will be split between its sites.
MLCC (multilayer ceramic capacitors)Murata, Okayama Murata Manufacturing and 6 totalEvertiqCapacity Change

Wed, Oct 21

19:18Impact score 58
LS Electric Targets Semiconductor Automation Market Dominated by Japanese Rivals
According to industry sources on Oct. 21, LS Electric is seeking to expand its semiconductor factory automation business in overseas markets, including the United States and Southeast Asia. For several years, the company has attempted to enter the market for control systems and drive components used in overhead hoist transport (OHT) systems, which handle materials in semiconductor factories; despite offering motion controllers, servo drives and motors, its domestic supply track record remains limited. Japanese companies have long dominated the OHT equipment and control component markets: Daifuku and Murata Machinery established early positions in complete OHT systems, and suppliers such as Mitsubishi Electric have provided control systems and drive components using proprietary communication protocols, creating a high barrier because replacing entire existing systems is difficult. In South Korea, Samsung Electronics subsidiary SEMES developed domestically produced OHT equipment in the 2010s, followed by companies including SFA and MX Robotics, formerly SMCore. An industry official said semiconductor manufacturers often designate suppliers of key OHT components when placing equipment orders, with Mitsubishi Electric products primarily used in South Korea and Siemens products also used in Europe. According to market research firm QY Research, the global semiconductor automated material handling system (AMHS) market is projected to grow from $3.709 billion in 2025 to $5.988 billion in 2032, with OHT's share of the overall market expected to increase from 46.86% to 48.91% over the same period. LS Electric said it is pursuing opportunities to supply complete packages of reliable automation products when domestic and overseas semiconductor companies build new factories in the United States and Southeast Asia, and is first building its track record and demonstrating the reliability of automation control technologies developed for automotive and battery production lines.
overhead hoist transport (OHT) systemsOHT control systemsdrive componentsLS Electric, Daifuku and 8 totalThe ElecCapacity Change

Thu, Oct 15

08:05Impact score 60
Murata eyes earlier MLCC expansion as AI server demand surges
Murata Manufacturing is considering additional investment and an earlier expansion of multilayer ceramic capacitor (MLCC) capacity, with the cause being accelerating demand from AI servers. The company plans to finalize the investment amount, expansion sites, and schedule before releasing its midterm financial results in late October. The matter remains in the consideration and planning stage, with the investment amount, sites, and timing not yet finalized.
multilayer ceramic capacitor (MLCC)Murata ManufacturingDigiTimes AsiaCapacity Change

Sun, Oct 11

18:28Impact score 60
Murata Completes Inductor Plant Expansion in Vietnam
Murata Manufacturing has completed the expansion of its inductor production facility near Ho Chi Minh City, Vietnam. Construction began in May 2025 and was finished after one year and five months. The company held a completion ceremony for the new building on October 8. The three-story building has a total floor area of 10,576 square meters, with the building alone costing about 3 billion yen, and the overall investment exceeding the original plan. The new facility will produce inductor coils for consumer electronics and automotive applications.
inductorMurata ManufacturingThe ElecCapacity Change

Tue, Apr 7

18:06Impact score 58
Murata completes new MLCC production building in Japan
Murata has completed a new JPY 47 billion MLCC production building in Izumo, Japan, adding nearly 70,000 sqm of floor space. This is part of a global strategy to geographically diversify and increase MLCC production capacity to meet medium- to long-term demand. Bearish: This planned capacity expansion adds to global MLCC supply, potentially easing structural tightness and exerting downward pressure on prices over the medium term.
MLCCMurata Manufacturing Co., Ltd.EvertiqCapacity Change

Analog	$0.68	−5.9%
Connector	$0.75	+0.2%
CPU	$386.74	−21.3%
DDR4	$88.40	−0.2%
DDR52026-W13	$14.89	−11.2%
GPU	$478.20	+8.2%
MCU	$0.68	−61.7%Unusual
MLCC	$0.01	+54.0%Unusual
MOSFET	$0.12	−82.8%Unusual
PMIC2026-W13	$0.44	−12.5%
SSD/HDD	$288.43	n/a

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Oct 30

Murata to invest €5.7 billion to double MLCC sales

Wed, Oct 21

LS Electric Targets Semiconductor Automation Market Dominated by Japanese Rivals

Thu, Oct 15

Murata eyes earlier MLCC expansion as AI server demand surges

Sun, Oct 11

Murata Completes Inductor Plant Expansion in Vietnam

Tue, Apr 7

Murata completes new MLCC production building in Japan

Chip Teardown Lab2 opened

Component price indexNPI, vs. prior period

Trending components

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Oct 30

Murata to invest €5.7 billion to double MLCC sales

Wed, Oct 21

LS Electric Targets Semiconductor Automation Market Dominated by Japanese Rivals

Thu, Oct 15

Murata eyes earlier MLCC expansion as AI server demand surges

Sun, Oct 11

​Murata Completes Inductor Plant Expansion in Vietnam

Tue, Apr 7

Murata completes new MLCC production building in Japan

Chip Teardown Lab2 opened

Component price indexNPI, vs. prior period

Trending components

Murata Completes Inductor Plant Expansion in Vietnam