July 21, 2025 02:56 PM GMT Electronic Components | Japan US Marketing Trip: A Lot of Investor Interest in HDDs in Addition to AI/Computing Jul 14-17 saw us visit 18 institutional investors in the US. We found high expectations for Ibiden earnings growth mid term but concerns for the near term. We also found high interest in issues such as Murata's potential to boost earnings growth and bottlenecks for NL-HDD production growth. Key theme was AI/computing: The following firms are expected to benefit from grow ...