Looking at the current AI hype logic, we’re seeing it again—shortages of light, HBM, and MLCC in the market! Today, Taiyo Yuden raised its full-year profit forecast by 50%, significantly exceeding market expectations. We know Taiyo Yuden is Murata MRAAY’s direct competitor and the second leader in the MLCC market. If the No. 2 player is delivering such impressive results, imagine what the No. 1 Murata is achieving! This configuration strategy is still super strong, featuring 'storage,' 'cloud,' 'light,' and 'MLCC'! This post is sponsored by @binancezh, "Binance Buys U.S. Stocks: Global assets, zero time lag, one-click access"!