Murata, Ibiden Ramp Up Capacity for AI Infrastructure, Squaring Off Against Samsung Electro-Mechanics, LG Innotek
· Source: finance.biggo.com
In short
Japan's Murata Manufacturing has raised its fiscal 2026 capital expenditure plan by 5.9% to ¥270 billion and will invest roughly ¥1 trillion over five years to expand MLCC capacity, while Ibiden is spending ¥151 billion on its Kama Plant for FC-BGA substrates. With AI server racks carrying up to 600,000 MLCCs — over ten times conventional servers — South Korean rivals Samsung Electro-Mechanics and LG Innotek are countering with multi-billion-dollar expansions in Sejong, Gumi, Vietnam and Hai Phong. Advanced MLCC and FC-BGA supply is expected to stay tight, with high-capacity MLCC contract prices already up 15% to 35%.
Read Original Article — Read the full article on the publisher’s site.
In the issue of week 44, 2026: Warehouse AI now has live throughput proof: Aeon reports loading doubled at Saitama
Tags: MLCC, FC-BGA, data centers, capacity, semiconductors, procurement