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NIPPON KODOSHI CORPORATION surges past 10,000 yen mark on growing demand for AI server capacitor separators

Tue Jun 9, 2026 2:17 pm JST Catalyst

NIPPON KODOSHI CORPORATION <3891> shares surged to a record high on Tuesday, jumping nearly 16.00% to break through the 10,000 yen mark and rewriting its all-time high. The firm specializes in separators primarily for aluminum electrolytic capacitors, which account for nearly 100.00% of its sales. As a global niche leader with a 60.00% global market share, NIPPON KODOSHI is experiencing unprecedented demand driven by generative AI applications.

Specifically, the firm is capturing strong demand for AI server power supplies used in data centers. Additionally, demand for electric vehicles (EVs) shows signs of recovery, and earnings are projected to sustain strong growth; operating profit is forecast to increase 44.00% for the fiscal year ended March 2026, followed by a 25.00% year-on-year rise to 4.40 billion yen for the fiscal year ending March 2027. While investor interest within AI and semiconductor shares has recently shifted from optical fiber to MLCC-related issues, investment funds are expanding into equities supporting AI server infrastructure, a wave that NIPPON KODOSHI has successfully ridden.

Source: MINKABU PRESS

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