5344 Maruwa
- Mar 4
- 1 min read
A major manufacturer of circuit and mechanical components. World leader in ceramic substrates for energy conservation and communications. Subsidiary also produces high-end lighting.
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A major manufacturer of circuit and mechanical components. World leader in ceramic substrates for energy conservation and communications. Subsidiary also produces high-end lighting.
"If you haven't read this stack article on MARUWA $5344.T, an 'AI optical infrastructure' supplier with 60% share of heat dissipation substractes crucial to optical transceivers, it's still not too late. Market expected to grow 60% CAGR over 5 yrs, and Maruwa ebit margins are 36%."
https://x.com/kjnkjp/status/2022823926804680753?s=20