Murata Manufacturing Co Ltd <6981> surged to hit an all-time high. Accelerating its upward momentum, the stock jumped over 10% to 6,788 yen, well above its previous record of 6,541 yen set on May 15. In the AI data center sector, explosive demand growth is extending beyond AI servers with embedded semiconductors and cutting-edge memory to encompass various components and devices. Multilayer ceramic capacitors (MLCCs), Murata's core product, are seeing a massive demand surge as a critical component. AI data centers are increasingly viewed as power-hungry hubs rather than mere semiconductor clusters. MLCCs serve as vital electrical buffers and noise-reduction components required across GPUs, motherboards, power units, and wiring networks. An online securities analyst noted that AI servers require far greater quantities of MLCCs than conventional servers, making Murata?which commands a global market share of over 40%?the prime beneficiary. While Murata forecasts an operating profit of 380 billion yen for the fiscal year ending March 2027, up 35% year-on-year, market participants view the guidance as highly conservative. This backdrop is driving heavy institutional and overseas buying, lifting the stock.

JAPAN ELECTRONIC MATERIALS CORPORATION <6855> rebounded sharply, marking its first gain in three days. After dropping 630 yen over the previous two sessions, the stock surged up to 670 yen, erasing those losses in a single session. On the technical front, the 75-day moving average has provided strong support since April. The company specializes in semiconductor testing probe cards, holding a leading global market share. Demand for High Bandwidth Memory (HBM), used alongside Graphics Processing Units (GPUs) for AI servers, is surging. Because HBM probe cards command high volumes and premium unit prices, they contribute significantly to JAPAN ELECTRONIC MATERIALS' revenue growth. Consequently, robust recent earnings from NVIDIA have indirectly catalyzed the stock. Speculation over supply-demand dynamics has also emerged. A large shareholding report filed by Nomura Securities on the 19th showed increased holdings in JAPAN ELECTRONIC MATERIALS, though the positions were attributed to securities operations linked to lending agreements. While stock lending often leads to short selling and initially dragged the share price down, signs of a short squeeze have appeared, suggesting a mini-squeeze accelerated the rebound.

Intimate Merger Inc <7072> surged in afternoon trade, hitting its daily limit-up. The company announced around 11:30 a.m. the data integration of its post-cookie identifier IM-UID with Browsi, a marketing intelligence platform operated by Israel's Browsi Ltd, sparking buy orders. Intimate Merger has built an advanced ad exposure dataset in a cookieless environment, marking a first for the Japanese market. The initiative enables tracking of target exposure to competitor ads?previously difficult with conventional demand-side platforms (DSPs) and analytics tools?facilitating multifaceted marketing analysis and campaign execution.

INEST Inc <7111> hit its daily limit-up on heavy buying interest. INEST develops smartphone direct sales, bottled water delivery services, and various products targeting retail consumers. The company's earnings for the fiscal year ended March 2026, released after the close on the 20th, showed operating profit of 2,550 million yen, up 23% year-on-year. For the fiscal year ending March 2027, operating profit is projected to jump 2.4-fold to 6,100 million yen. While upfront investments for medium-term growth will temporarily weigh on earnings, INEST plans to drive growth by accumulating recurring profits from its proprietary services and leveraging rationalization benefits from organizational integration. With a market capitalization under 5 billion yen, the micro-cap stock has recently seen its outstanding margin buying balance shrink, leaving the 500-600 yen range as a low-volume zone with limited selling pressure.

AeroEdge Co Ltd <7409> rebounded sharply. The company manufactures titanium aluminide blades for aircraft engine fans, generating nearly all sales overseas, and secures a stable revenue base through long-term supply contracts with partners including France's Safran. With growing demand for engines equipped with its blades, AeroEdge's earnings are recovering strongly. After the close on the 20th, the company announced it will acquire all shares of Ono Plant, a Kaminokawa-based aircraft component machiner, to make it a subsidiary, sparking buy orders on growth expectations.

Dynamic Map Platform Co Ltd <336A> rebounded sharply to hit a year-to-date high. Before the opening, the company announced that fiscal 2025 shipments of its group's snow removal support system, SRSS, surged roughly nine-fold from two years earlier, triggering buying. SRSS integrates Dynamic Map Platform's high-precision 3D map data with location tracking to visualize road shoulders, manholes, and snow-covered structures on tablets, assisting in snow removal operations.

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Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.