MRAAY
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Jukan 1mo ago
LONG1mo ago
“Major global players such as Murata and Samsung Electro Mechanics have recently scaled back production for consumer electronics such as smartphones and PCs, shi”Jukan
AI server MLCC demand 3-5x spot prices as supply tightens; Murata, the dominant high-end maker, captures the margin windfall
MRAAYLONG@ $36.27
$22.42-38.19%
since call Jun 25