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[News] Murata Predicts AI server-related MLCC Demand to Double, Sparking Market Rebound in 2025
AI remains a rare bright spot in the tech industry in 2025, and the passive component sector is set to benefit. Murata, the top MLCC (multilayer ceramic capacitor) maker, predicts demand will soar with AI’s rapid growth. President Norio Nakajima expects AI server-related MLCC demand to more than double by the end of fiscal 2025, as per a report from the Economic Daily News.
Murata: Eight Times More MLCCs Used in AI Servers
Additionally, Nakajima stated that as the number of MLCCs used in AI servers is eight times that of traditional servers, related demand will see a surge amid the AI boom, the report adds.
According to the report, Murata’s book-to-bill ratio (B/B) has returned above 1, signaling industry expansion. In the fourth quarter of 2024, Murata’s net profit surged over 40% thanks to the strong AI server-related demand, increased orders, and a weaker yen.
Furthermore, the Economic Daily report notes that for the 2024 fiscal year (April 2024 – March 2025), Murata expects a 30% increase in consolidated net profit to ¥235 billion (roughly USD 1.5 billion), marking its first profit growth in three years.
As the industry leader, Murata’s optimistic outlook reinforces expectations of a market rebound, signaling a spring for the passive component industry.
Taiwan’s Yageo Announces Plans to Acquire Japan’s Shibaura Electronics
Yageo, a major passive component maker in Taiwan, also expects AI to be the biggest growth driver in 2025. Citing Chairman Pierre Chen, the Economic Daily News suggests that AI-related applications account for around 5% of the company’s revenue, noting that all NVIDIA suppliers are Yageo customers.
On February 5th, Yageo announced a public tender offer for Japan-listed Shibaura Electronics, a global leader in the thermistor market, to expand its sensor business. According to its press release, it plans to acquire 100% of Shibaura Electronics at ¥4,300 per share, representing a 36.94% premium over Shibaura’s closing price of ¥3,140 on the 4th. The acquisition is expected to commence on May 7th.
As highlighted by the Economic Daily News, the total transaction is expected to amount to approximately ¥65.56 billion (around NT$14 billion). This marks Taiwan’s first cross-border acquisition by a listed company in 2025.
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(Photo credit: Murata)
