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Toyokeizai
@toyokeizai.net
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【村田製作所にAIの追い風】株価は半年で3倍、時価総額20兆円が目前/世界シェア首位「極小の電子部品」に引き合い/需要の“倍々ゲーム”は2〜3年続く?/増産投資にアクセル/競合の太陽誘電も株価が急伸
村田製作所の株価がAI需要の追い風を受け、半年で3倍に急騰。時価総額20兆円が目前に迫る。AIサーバー向け電子部品「MLCC」の世界シェア首位の同社は、需要の倍々ゲームが2〜3年続くと見込まれ、増産投資を加速させている。競合の太陽誘電も株価が急伸している。東洋経済オンラインが報じた。
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