Murata Invests $6.4 Billion to Double Output and Meet AI Demand
THE SO WHAT
Murata putting $6.4 billion into doubling MLCC capacitor sales for AI data centers shows how deep into the component stack the AI buildout now reaches. Data center and hardware planners should expect bottlenecks and pricing power not just in GPUs, but in “boring” passives that suddenly became strategic.
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