MR MRAAY Murata Manufacturing Co., Ltd. ADR Загрузка... : Бычьи и медвежьи мнения аналитиков

Buy Murata Manufacturing; author discloses a fresh long position added at Asia open into a long-only account alongside Mediatek, framed as a deliberate Asian tech/components allocation.

Buy Murata Manufacturing (MRAAY/6981) as the author argues MLCCs are a critical AI-era infrastructure bottleneck and Murata holds a dominant market position that the market may not yet fully be pricing in.

Author publishes fundamental analysis on Murata Manufacturing, framing MLCCs as an AI-era supply chain bottleneck; no explicit directional commitment in the tweet itself.

The article details Murata's product leadership (40% share, flagship 0402 47μF part) and quantifies AI server MLCC demand at 440,000 per GB200 rack, directly tying Murata's revenue to NVIDIA's ramp. The author also highlights Murata's power module expansion as a margin buffer. Risk: Commodity MLCC pricing pressure from Chinese manufacturers could erode margins in non-AI segments, and Murata's AI exposure is tied to the pace of NVIDIA's server deployments.

Buy Murata (MRAAY) as MLCC pricing has tripled yet the component remains the cheapest in the bill of materials, suggesting significant further pricing power and margin expansion ahead.

Long analog semis in the AI power infrastructure basket as the analog cycle has turned and content per server rises, offering asymmetric upside versus memory/optics/compute re-ratings.

Buy passive component makers led by Murata (MRAAY) as AI-driven data center demand pushes MLCC orders to ~2x supply capacity, giving manufacturers pricing power and multi-year earnings tailwinds per management's own 3–5 year outlook.