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

June 1 – Goldman Sachs recently released a research note on Murata Manufacturing, the world’s largest passive component manufacturer. The report maintains a Buy rating on Murata, expressing strong confidence that artificial intelligence (AI) will become the largest and longest growth driver in the multilayer ceramic capacitor (MLCC) industry’s history. Murata’s leading technology and competitive strengths are expected to help it capture a significant share of the AI-related MLCC market. As the AI sector expands toward edge and physical AI applications, Murata’s expertise in small, lightweight devices will be fully leveraged, given the segment is still in its early growth stage. Per Bitget market data, MLCC concept stocks have rallied sharply recently, including: - Murata Manufacturing (OTC: MRAAY), which holds roughly a 40% global MLCC market share. Its stock recently hit a new all-time high, surging more than 186.2% since April. - Samsung Electro-Mechanics (009150.KS), the world’s second-largest MLCC supplier, trailing only Murata. Over the past two weeks, its stock has jumped over 100%, pushing it into the top five by market capitalization on South Korea’s stock market. - Fenghua Advanced Technology (000636), listed on China’s ChiNext board and the leading domestic player in China’s MLCC production capacity. Driven by demand for AI servers and its high-end industry transformation, the stock has triggered five consecutive daily trading limit-ups, with gains of 112% over the past three weeks. For more details, refer to BlockBeats’ previous report: "Illustration of Murata's 35% Price Increase: A Capacitor That Will Give the AI Empire a Cold"