TDK Corp

6762: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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AI Drives MLCC Tightening; Raising Fair Value Estimates for Passive Component Suppliers

Kazunori Ito

Mar 2, 2026

Following meetings with companies regarding December-quarter results, we revised our earnings forecasts and fair value estimates for passive component suppliers Murata Manufacturing, Samsung Electro-Mechanics, or Semco, TDK, and Taiyo Yuden.

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TDK Corp

AI Drives MLCC Tightening; Raising Fair Value Estimates for Passive Component Suppliers

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