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TDK strengthens position in MLCC supply chain for AI servers
Thursday, January 15, 2026 at 01:25 PM
TDK is positioned as a strong supplier of multilayer ceramic capacitors (MLCC) expected to be used in large quantities for AI server manufacturing.
Context
TDK is positioning itself as a core provider for the AI-driven data center expansion, utilizing its expertise in magnetic materials to supply critical power management components. As AI hardware requires massive power density, TDK’s proprietary chip inductors and MLCCs have become essential for maintaining stability in high-performance GPU environments. Simultaneously, the company is capturing the recovery in high-capacity nearline HDDs, which are seeing a resurgence as AI training requires vast, cost-effective storage capacity.
This strategic alignment led TDK to raise its fiscal year 2025 operating profit forecast to ¥230 billion (approximately $1.5 billion), reflecting robust demand from the AI infrastructure supply chain. Key growth is driven by the passive component segment, where AI server-related demand is projected to rise by over 20% year-over-year. As global hyperscalers prioritize energy efficiency, TDK’s integrated control of magnetic storage and power delivery components provides a unique competitive moat through 2026.
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