On June 23, Goldman Sachs highlighted in its latest research report that orders for multilayer ceramic capacitors (MLCC) from Japan's passive component giant Murata Manufacturing remain high, with demand from AI servers and data centers being the main driving force. The firm noted that with MLCC capacity utilization rates maintained at 90%-95% and continuous improvement in high-end product structure, Murata's profits may see further acceleration in the second half of the year. Goldman Sachs maintains a 'Buy' rating on Murata Manufacturing and includes it in its strong buy list, with a 12-month target price of 12,600 yen.
Welcome Back
Click “Sign in” to agree to Cointime’s Terms of Service and acknowledge that Cointime’s Privacy Policy applies to you.
Join CoinTime
Already have an account?
Click “page.Sign up” to agree to Cointime’s <a class="underline" href="#term-of-service">Terms of Service</a> and acknowledge that Cointime’s a class="underline" href="#privacy-policy">Privacy Policy</a> applies to you.
Sign in with email
Sign up with email
Your email
Check your inbox
Click the link we sent to to sign in.
Click the link we sent to to sign up.
Goldman Sachs Bullish on Murata: Strong AI Data Center Demand Boosts MLCC Outlook
-
Wechat scan to share
Recommended for you
-
Saudi Arabia Depletes 86% of Patriot Missile Stockpile
According to British media reports, within the first 38 days after the outbreak of the war, Saudi Arabia launched approximately 2,400 PAC-3 (Patriot-3) interceptor missiles, accounting for about 86% of the country's total stockpile of 2,800 missiles. By April of last year, Saudi Arabia had only about 400 interceptor missiles remaining. Other Gulf Arab states also consumed missile reserves on a similar scale, highlighting the military crisis facing the region. (Jin Shi) -
Experts: The Strait of Hormuz 'Will Never' Return to Pre-War Status
Ali Akbar Dareini, a researcher at the Iranian Strategic Studies Center, stated that Iran and Oman are about to reach an agreement on the future management of the Strait of Hormuz, with the main obstacle being U.S. pressure on Oman to adopt a position more aligned with Washington. Dareini emphasized that Iran considers future control of the strait crucial for its national security. In recent months, the U.S. has conducted strikes against Iran, which Iran claims were launched from bases in the region. Dareini noted that the ongoing negotiations between Iran and Oman present the U.S. with a 'good opportunity to extricate itself from this quagmire' by recognizing Iran and Oman as the countries that will determine the 'future' of the Strait of Hormuz. 'However, the Strait of Hormuz will never return to its pre-war status,' he continued. 'The geopolitical landscape of the region has changed.' -
Iran: Negotiations with Oman Unrelated to Reopening of Strait of Hormuz
On August 8, a spokesperson for the Islamic Revolutionary Guard Corps of Iran stated that the reopening of the Strait of Hormuz is unrelated to negotiations between Iran and Oman, but rather depends on whether the United States fully accepts Iran's conditions and ceases interference in regional negotiations. "Once the United States accepts Iran's conditions, the Strait will undoubtedly reopen." (CCTV News) -
Whale Shorting $102 Million in Bitcoin Faces Partial Liquidation, Remaining Liquidation Price Around $65,300
On August 8, TheDataNerd reported that a whale using 40x leverage to short $102 million in Bitcoin recently faced partial liquidation, incurring a loss of $1.46 million over the past week. Currently, the margin call has reduced the short position to approximately $60 million, with an opening price of $64,212.5 and a liquidation price of $65,310.2. -
BTC Falls Below $65,000
Market data shows BTC has fallen below $65,000, currently reported at $64,999.23, with a 24-hour increase of 1.01%. Market volatility is high, please exercise risk control. -
Hedge Fund AISituational Awareness's Mysterious $400 Million Investment Targets Chip Startup Source Foundry
On August 8, sources revealed that the hedge fund Situational Awareness, managed by former OpenAI researcher Leopold Aschenbrenner, made a mysterious $400 million investment in the chip manufacturing startup Source Foundry just days after facing imminent collapse. Previously, Bloomberg reported that the hedge fund invested in a private company backed by Sequoia Capital, but did not disclose the name of the specific company. The Wall Street Journal had earlier reported that the recipient of the investment was Source Foundry, unveiling the target of this mysterious funding deployment by Situational Awareness. -
-
US Spot Bitcoin ETF Sees $101.79M Net Inflow Yesterday
On August 8, according to Trader T's monitoring, US spot bitcoin ETFs saw a net inflow of $101.79 million yesterday. -
US Official: Ukraine Agrees to Avoid Strikes on Non-Russian Tankers and Black Sea Oil Facilities
On August 8, according to a US official, Ukraine has agreed not to target certain non-Russian tankers and Black Sea infrastructure vital to Kazakhstan's crude oil exports. This follows ship attacks last month that caused loading disruptions. The US official said Ukraine has set up contact points so commercial shipping companies can communicate information and ensure safe passage. The commitment was reached after meetings between senior US government leaders and Ukrainian leadership, marking a potentially significant step toward increasing regional oil shipments. Previously, activity in the region had cooled significantly due to several recent attacks near the Caspian Pipeline Consortium terminal in Russia's Novorossiysk. (Jin Shi) -
U.S. July Nonfarm Payrolls Fall by 23,000, Missing Market Expectations
On August 7, U.S. nonfarm payrolls decreased by 23,000 in July, compared with market expectations of an increase of 80,000, and the previous value was an increase of 57,000.
Daily Must-Read
-
KeyFlow: Connecting UniKey, AI Agents, and the KEY Value System, Turning Intelligent Services from “Being Called” into “Sustainable Flow”
-
The AI Universe Gateway Is About to Open: KeyFlow Official DApp to Launch Global Public Beta and Genesis Registration on July 29
-
The Invisible Bill: Unpacking the Token Amplification Effect
-
ENI Takes the Stage at WebX Japan and Builds a Bridge from Traditional Capital to the Future Economy
-
GWDC 2026 KOREA: The New Asian Paradigm of Web3 & AI Sets to Debut in Seoul on Sept 29-30, Inviting Global Builders to the Ultimate Developer Summit
-
From User Journey to Consumption Loop: Understanding UniKey’s Product Logic and the Three Core Use Cases of KEY
All Comments