Goldman Sachs Report Sparks Surge in MLCC Sector: Murata, Samsung Electro-Mechanics, and Yageo See Sharp Gains

BlockBeats News, June 1st, Goldman Sachs recently released a research report on Murata Manufacturing, the world's largest passive component manufacturer. The report maintains a Buy rating on Murata, bullish on AI becoming the largest and longest growth track in the history of the MLCC (Multilayer Ceramic Capacitor) industry. Murata's technology and competitiveness are outstanding, and it is expected to capture a significant market share in the AI-related MLCC market. Currently, the AI industry is in the expansion stage towards edge/physical AI, and Murata's advantage in small lightweight devices will be fully utilized as it is still in the early stages of growth.

According to Bitget market data, the concept stocks of MLCC have performed strongly recently, including:
Murata Manufacturing (OTC: MRAAY): With a global MLCC market share of approximately 40%, the stock price has hit a new high recently, surging over 186.2% since April;

Samsung Electro-Mechanics (009150.KS) is the world's second-largest MLCC supplier, second only to Murata. In the past two weeks, it has surged over 100%, entering the top five in the South Korean stock market by market capitalization;

ChiNext-listed Fenghua Advanced Technology (000636) is the domestic leader in MLCC production capacity in China. Influenced by AI servers and high-end transformation, it has hit the trading limit for 5 consecutive days and has seen a growth of 112% in the past three weeks.

For more details, please refer to BlockBeats' previous report, "Illustration of Murata's 35% Price Increase: A Capacitor That Will Give the AI Empire a Cold"