Taiyo Yuden, one of the world’s largest manufacturers of multilayer ceramic capacitors (MLCCs), just hiked its fiscal year 2027 operating profit forecast from ¥30 billion to ¥45 billion. That’s a 50% bump, and the reason is exactly what you’d guess: AI won’t stop eating the world’s electronic components.
The revision follows what the company described as strong preliminary results for the first quarter of FY2027, reported around August 5, 2026.
The numbers behind the upgrade
Taiyo Yuden’s previous fiscal year, FY2026 (ending March 31, 2026), already showed the momentum building. Net sales came in at ¥355.341 billion, representing 4.1% year-over-year growth. The real story was operating profit, which nearly doubled to approximately ¥20 billion, a 91% increase compared to the prior year.
Net profit was even more dramatic: ¥14.806 billion, roughly 6.4 times the previous year’s figure.
