Why Murata Manufacturing (TSE:6981) Is Up 6.9% After Launching High-Voltage MLCCs for SiC MOSFETs

• On December 2, 2025, Murata Manufacturing announced the launch and mass production of a multilayer ceramic capacitor (MLCC) with 15nF capacitance, 1.25kV rated voltage, and C0G performance, designed to meet the needs of SiC MOSFETs in electric vehicles and high-performance devices.
• This development highlights Murata's response to the increasing demand for advanced components that support greater efficiency and reliability in next-generation power supply and automotive applications.
• We'll explore how Murata's entry into high-voltage MLCCs for SiC MOSFETs shapes the company's broader investment narrative.

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What Is Murata Manufacturing's Investment Narrative?

For anyone considering Murata Manufacturing as an investment, the big picture centers on the company's ability to deliver innovative electronic components that cater to future-focused markets such as electric vehicles and high-efficiency power systems. The recent move to mass produce a compact, high-voltage C0G MLCC tailored to the emerging SiC MOSFET segment could positively influence Murata’s short-term catalysts, particularly as electric vehicle adoption accelerates and design complexities in power electronics increase. Previously, risks included slow revenue growth, share price volatility, and a high price-to-earnings ratio compared to industry peers. Now, with this MLCC launch addressing a technical bottleneck in EV powertrains, Murata may mitigate some competitive threats and strengthen its value proposition among automotive OEMs. However, market response, adoption rates, and ongoing margin pressures remain front of mind following this product release.

But investors should not ignore ongoing cost and margin pressures that could temper the near-term upside. Murata Manufacturing's shares have been on the rise but are still potentially undervalued by 14%. Find out what it's worth.

Exploring Other Perspectives

Simply Wall St Community members provide two fair value estimates for Murata ranging from ¥3,467 to ¥3,787 per share. While views differ, this new product launch could shift key growth assumptions, highlighting how diverse investor expectations reflect changing prospects for Murata’s position in the EV supply chain.

Explore 2 other fair value estimates on Murata Manufacturing - why the stock might be worth as much as 16% more than the current price!

Build Your Own Murata Manufacturing Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Murata Manufacturing research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Murata Manufacturing research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Murata Manufacturing's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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