2026-05-25-mlcc-peer-swarm

Consolidated MLCC peer swarm covering 10 tickers across Japan, Taiwan, Korea. Ranked verdict: Murata (BUY scale-in) > TDK > Yageo > Walsin > Taiyo Yuden > Nippon Chemical > Sakai > SEMCO > PDC > Holy Stone. Seven sell-side sources cross-referenced (BofA, GS, JPM, Capacitor Dossier, Global Passives Basket, Dongguan Securities, sell-side meeting notes). Full report at portal link above.