Q1 2026 Quarterly Market Insights - Flipbook - Page 12
Kyocera
Kyocera Corporation developed a pluggable optoelectronic module supporting PCIe 6.0 to boost
high-speed, power-efficient AI data-centre connectivity.
Kyocera Corporation completed a major share buyback, retiring ~91.4 million shares (~6.63 %) under its
equity repurchase plan by March 12, 2026.
Kyocera Corporation revised up its fiscal 2026 sales forecast, backing stronger-than-expected demand and a
positive earnings outlook.
Lattice
Lattice won the “Best in Show” award at embedded world 2026 for its new PQC-ready MachXO5-NX TDQ
FPGA family.
Lattice announced a partnership with SEALSQ to integrate post-quantum TPM security into select FPGA
solutions showcased at Embedded World.
Lattice launched a Cyber Resilience Reference Kit with EXOR International and TrustiPhi to accelerate secure
industrial and edge system design.
Murata
Murata is set to begin mass production of AI server power modules in 2026, targeting about ¥50 billion in
sales through fiscal 2027 on rising AI demand.
The company has initiated internal discussions to raise prices on key multilayer ceramic capacitors amid
surging demand for AI data-centre components.
Murata’s stock has faced downward pressure in early 2026 due to softening orders and inventory
adjustments in consumer and automotive electronics.
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