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Murata Manufacturing jumps to successive record highs as investor focus shifts to capacitor stocks◇
Murata Manufacturing Co., Ltd. <6981> surged to extend gains for a fourth straight session, hitting successive all-time highs. Nippon Chemi-Con Corporation <6997> also rose for a fourth straight session, reaching its highest level since May 2023 amid growing upward momentum.
Driven by a global boom in AI data center construction, investment attention is shifting to peripheral hardware beyond AI semiconductors. While optical components such as fibers and connectors initially captured the spotlight?boosting shares of Furukawa Electric Co., Ltd. <5801> and Fujikura Ltd. <5803>?investor focus has recently pivoted to capacitors, which are heavily utilized in AI servers, sparking a rally among related manufacturers. Key beneficiaries include Murata, the world's top producer of multilayer ceramic capacitors (MLCCs), fellow MLCC major Taiyo Yuden Co., Ltd. <6976>, and Nippon Chemi-Con, which boasts a strong competitive edge in power supply capacitors for servers.
Note: The "◇" symbol at the end of the title indicates an article containing multiple stock names
Source: MINKABU PRESS
*Translated by generative AI. Click here for the original article.
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