Murata Manufacturing (6981): The Best Way To Play MLCC Demand Surge

Murata is the world’s largest producer of multi-layer ceramic chips (MLCCs) with over 40% market share. The company cranks out over 150 billion MLCC pieces per-month. The next closest peer, Samsung Electric (SEMCO) produces 100B pieces per-month. Here’s why we’re interested in Murata now: The company’s main revenue source (MLCCs) will see a demand explosion […]