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L6 · PowerNetworkingKyoto, Japan6981.T

Murata Manufacturing

MLCC leader; passives for every AI board

Murata is the world's largest maker of multilayer ceramic capacitors (MLCCs) and RF/passive components; a single AI GPU board and server can require thousands of high-spec MLCCs for power delivery. Passive-component supply is a real, under-appreciated constraint on AI-server build rates, and Murata (with TDK and Taiyo Yuden) dominates it.

MLCC share

World #1

Role

Power delivery passives

How it fits the stack

Murata Manufacturing with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.

suppliessuppliesMurata ManufacturingPowerFoxconn (Hon Hai)Nvidia Data-Center GPU(Blackwell/Rubin)chokepoint
Murata ManufacturingFeeds ↓

Murata Manufacturing in the AI stack. Murata Manufacturing with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.

Graph data (text) — 3 entities, 2 relationships
  • Foxconn (Hon Hai)suppliesMurata Manufacturing
  • Nvidia Data-Center GPU (Blackwell/Rubin)suppliesMurata Manufacturing