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村田製作所と太陽誘電が通期を上方修正。一方で材料2社の増産稼働はそろって2027年です。
AIサーバー向け需要の実態を、ブックトゥビル1.72や為替寄与の切り分け、値下がりペース改善という開示の言葉から読み解きます。
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