MURATA MANUFACTURING (6981.JP) closed at JPY8,538 today (28th), rising 9.18% for the full day. The company held a small-scale meeting the previous day and indicated that the peak of AI investment had originally been expected in 2028, but now appears likely to extend to around 2030.The company also noted that customers are prioritizing supply assurance over pricing, with supply and demand remaining tight. The effect of an additional investment of JPY80 billion will mainly contribute in the next fiscal year to address growing demand. If demand expands further after fiscal 2028, further investments, including in plant facilities, will be required.
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