TDK Corp

6762: XTKS (JPN)

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TDK Earnings: Better Than Expected Margin Due to AI and Smartphone Demand; Fair Value Up by 14%

Kazunori Ito

Nov 4, 2025

Major passive component suppliers, Murata Manufacturing, Samsung Electro-Mechanics, Yageo, TDK, and Kyocera all reported solid revenue growth in the September quarter, driven by computing demand. All of the Japanese suppliers raised their full-year guidance for fiscal 2025 (ending March 2026).

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TDK Corp

TDK Earnings: Better Than Expected Margin Due to AI and Smartphone Demand; Fair Value Up by 14%

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