Japan chip makers ride AI demand to big profits
· Tech · Japan
Japan's Murata plans to invest $6.3bn in capacitor production for AI over five years, while memory chip makers are outearning Alphabet and other tech giants on AI demand. Kioxia's net profit is expected to surge 15-fold to $8.7bn this quarter. The numbers show how the AI buildout is lifting suppliers of components and memory even as share prices of some major platform companies come under pressure.
Why it matters：Profits shifting from platform giants to component suppliers show where value is accumulating in the AI supply chain.
Key points
- Murata plans $6.3bn of capacitor investment over five years
- Kioxia net profit forecast to surge 15-fold to $8.7bn
- Memory makers now outearn Alphabet and other tech giants