{"id":142600,"date":"2025-10-24T11:18:10","date_gmt":"2025-10-24T11:18:10","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/142600\/"},"modified":"2025-10-24T11:18:10","modified_gmt":"2025-10-24T11:18:10","slug":"japans-century-old-fujikura-rides-ai-data-centre-boom-to-become-nikkei-standout","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/142600\/","title":{"rendered":"Japan&#8217;s century-old Fujikura rides AI data centre boom to become Nikkei standout"},"content":{"rendered":"<ul data-testid=\"Summary\" class=\"summary-module__summary__QjADA\">\n<li data-testid=\"Body\" class=\"text-module__text__0GDob text-module__dark-grey__UFC18 text-module__regular__qJJtA text-module__small__sph8i body-module__base__o--Cl body-module__small_body__gOmDf summary-module__point__UgXPz\">Shares in optical fibre maker up 160% since start of 2025<\/li>\n<li data-testid=\"Body\" class=\"text-module__text__0GDob text-module__dark-grey__UFC18 text-module__regular__qJJtA text-module__small__sph8i body-module__base__o--Cl body-module__small_body__gOmDf summary-module__point__UgXPz\">Founded in 1885, Fujikura started out making silk and insulated wires<\/li>\n<li data-testid=\"Body\" class=\"text-module__text__0GDob text-module__dark-grey__UFC18 text-module__regular__qJJtA text-module__small__sph8i body-module__base__o--Cl body-module__small_body__gOmDf summary-module__point__UgXPz\">Investors looking for next batch of winners in AI supply chain<\/li>\n<\/ul>\n<p>TOKYO, Oct 24 (Reuters) &#8211; Japan&#8217;s Fujikura <a data-testid=\"Link\" target=\"_blank\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/markets\/companies\/5803.T\" rel=\"noopener nofollow\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\">(5803.T), opens new tab<\/a> has become a standout in the red-hot Nikkei share gauge on expectations the century-old wire maker will benefit from increased investment in artificial intelligence data centres that use its optical fibres.The firm got another leg up this week, rising 6% after Sanae Takaichi was elected prime minister following pledges of targeted <a data-testid=\"Link\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/world\/asia-pacific\/japans-new-coalition-eyes-big-spending-not-abenomics-20-2025-10-23\/\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC\" rel=\"nofollow noopener\" target=\"_blank\">investment<\/a> in AI and other key industries.<\/p>\n<p data-testid=\"promo-box\" class=\"text-module__text__0GDob text-module__dark-grey__UFC18 text-module__regular__qJJtA text-module__small__sph8i body-module__base__o--Cl body-module__small_body__gOmDf article-body-module__promo-box__hVl8h\"> Sign up  <a data-testid=\"Link\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/world\/asia-pacific\/japans-century-old-fujikura-rides-ai-data-centre-boom-become-nikkei-standout-2025-10-24\/undefined?location=article-paragraph&amp;redirectUrl=%2Fworld%2Fasia-pacific%2Fjapans-century-old-fujikura-rides-ai-data-centre-boom-become-nikkei-standout-2025-10-24%2F\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC\" rel=\"nofollow noopener\" target=\"_blank\">here.<\/a><\/p>\n<p>Since the start of 2025, shares in Fujikura are up more than 160%, outpacing the Nikkei&#8217;s <a data-testid=\"Link\" target=\"_blank\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/markets\/quote\/.N225\" rel=\"noopener nofollow\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\">(.N225), opens new tab<\/a> 22% advance to an all-time high. Its market value of about $33 billion now rivals that of better-known Japanese manufacturers such as air-conditioning maker Daikin <a data-testid=\"Link\" target=\"_blank\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/markets\/companies\/6367.T\" rel=\"noopener nofollow\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\">(6367.T), opens new tab<\/a> and construction equipment manufacturer Komatsu <a data-testid=\"Link\" target=\"_blank\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/markets\/companies\/6301.T\" rel=\"noopener nofollow\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\">(6301.T), opens new tab<\/a>.Ups and downs in global equities have been increasingly tied to the fortunes of the so-called &#8220;Magnificent Seven&#8221; U.S. technology companies at the forefront of AI development, including Nvidia <a data-testid=\"Link\" target=\"_blank\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/markets\/companies\/NVDA.O\" rel=\"noopener nofollow\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\">(NVDA.O), opens new tab<\/a>, Amazon <a data-testid=\"Link\" target=\"_blank\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/markets\/companies\/AMZN.O\" rel=\"noopener nofollow\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\">(AMZN.O), opens new tab<\/a>, and Microsoft <a data-testid=\"Link\" target=\"_blank\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/markets\/companies\/MSFT.O\" rel=\"noopener nofollow\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\">(MSFT.O), opens new tab<\/a>.In Japan, that euphoria has filtered down to major suppliers and investors in the AI sector, such as Advantest <a data-testid=\"Link\" target=\"_blank\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/markets\/companies\/6857.T\" rel=\"noopener nofollow\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\">(6857.T), opens new tab<\/a>, Tokyo Electron <a data-testid=\"Link\" target=\"_blank\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/markets\/companies\/8035.T\" rel=\"noopener nofollow\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\">(8035.T), opens new tab<\/a> and SoftBank Group <a data-testid=\"Link\" target=\"_blank\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/markets\/companies\/9984.T\" rel=\"noopener nofollow\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\">(9984.T), opens new tab<\/a>. Those firms alone account for most of the Nikkei&#8217;s gain since early September.Rebased returns for Fujikura, SoftBank Group, and the Nikkei<\/p>\n<p>Fujikura, founded in 1885 during Japan&#8217;s Meiji Era of modernisation, has been a focus for investors searching through the AI supply chain to find the next batch of winners.<\/p>\n<p>&#8220;Generative AI is a big theme and key driver for the Japanese market,&#8221; said Kazuaki Shimada, chief strategist at IwaiCosmo Securities. &#8220;Now investors have started looking for new targets that may become the next Fujikura.&#8221;<\/p>\n<p>Mitsui Kinzoku <a data-testid=\"Link\" target=\"_blank\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/markets\/companies\/5706.T\" rel=\"noopener nofollow\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\">(5706.T), opens new tab<\/a>, which makes materials for data centre servers, is another AI-related high-flyer in the Japanese market, jumping 192% so far in 2025. Another supplier JX Advanced Metals <a data-testid=\"Link\" target=\"_blank\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/markets\/companies\/5016.T\" rel=\"noopener nofollow\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\">(5016.T), opens new tab<\/a> has soared fourfold since its market debut in March.Starting out as a maker of silk and insulated wires, Fujikura went on to produce the world&#8217;s first optical fibre in 1959. Those fibres are now a key component of AI data centres, with about 75% of the company&#8217;s output going to overseas customers, such as Google owner Alphabet <a data-testid=\"Link\" target=\"_blank\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.reuters.com\/markets\/companies\/GOOGL.O\" rel=\"noopener nofollow\" class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\">(GOOGL.O), opens new tab<\/a>.<\/p>\n<p>A spokesperson said Fujikura had added capacity for fibre production at its existing facility in February, and it announced in August it would spend 45 billion yen ($298.45 million) to add another factory.<\/p>\n<p>($1 = 150.7800 yen)<\/p>\n<p data-testid=\"SignOff\" class=\"text-module__text__0GDob text-module__dark-grey__UFC18 text-module__regular__qJJtA text-module__extra_small__8Buss body-module__full_width__kCIGb body-module__extra_small_body__Bfz20 sign-off-module__text__LQAMP\">Reporting by Junko Fujita; Editing by Rocky Swift and Jamie Freed<\/p>\n<p data-testid=\"Body\" dir=\"ltr\" class=\"text-module__text__0GDob text-module__dark-grey__UFC18 text-module__regular__qJJtA text-module__small__sph8i body-module__base__o--Cl body-module__small_body__gOmDf article-body-module__element__5eCce article-body-module__trust-badge__5mS3f\">Our Standards: <a data-testid=\"Link\" target=\"_blank\" referrerpolicy=\"no-referrer-when-downgrade\" href=\"https:\/\/www.thomsonreuters.com\/en\/about-us\/trust-principles.html\" rel=\"noopener nofollow\" class=\"text-module__text__0GDob text-module__dark-grey__UFC18 text-module__medium__2Rl30 text-module__small__sph8i link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\">The Thomson Reuters Trust Principles., opens new tab<\/a><\/p>\n<p><a href=\"https:\/\/www.reutersagency.com\/en\/licensereuterscontent\/?utm_medium=rcom-article-media&amp;utm_campaign=rcom-rcp-lead\" target=\"_blank\" dir=\"ltr\" class=\"button-module__link__A3sD0 button-module__secondary__70gBu button-module__round__QDFgq button-module__w_auto__Sem-F\" data-testid=\"LicenceContentButton\" rel=\"nofollow noopener\">Purchase Licensing Rights<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Shares in optical fibre maker up 160% since start of 2025 Founded in 1885, Fujikura started out making&hellip;\n","protected":false},"author":2,"featured_media":142601,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,82793,289,290,2786,82703,84441,1300,84442,8535,82500,84110,82543,82538,82546,82556,82549,82541,82550,84460,84041,82529,82547,84461,82557,82540,82710,82551,82702,18,84443,84444,84445,45748,19,82504,82505,17,82797,11203,84446,84447,84448,84449,63010,84440,84450,82565,82507,84451,82510,84437,84142,84452,84453,82512,84338,84454,84455,84456,84457,83004,753,82,82999,83005,30150,84438,84439,84458,84459],"class_list":["post-142600","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-arti","tag-artificial-intelligence","tag-artificialintelligence","tag-asia","tag-asxpac","tag-aut","tag-auto","tag-bmat","tag-chip","tag-cmpny","tag-cycs","tag-destabn","tag-destabx","tag-destbnx","tag-destd","tag-destdnp","tag-deste","tag-destfun","tag-destj","tag-destm","tag-destoustcm","tag-destpsc","tag-destptd","tag-destrbn","tag-destrnp","tag-destseabs","tag-destucdptest","tag-easia","tag-eire","tag-elc","tag-elco","tag-elecco","tag-gen","tag-ie","tag-indg","tag-inds","tag-ireland","tag-itec","tag-jp","tag-mach","tag-memi","tag-memi1","tag-min","tag-mine","tag-mktrep","tag-mtal","tag-mtpix","tag-news1","tag-nferpr","tag-publ","tag-ratiadas-av-safety","tag-rep","tag-rubb","tag-rubb1","tag-sci","tag-semi","tag-semqt","tag-semqt1","tag-semtst","tag-stx","tag-tcom","tag-tech","tag-technology","tag-teeq","tag-tel","tag-tmt","tag-topicmarkets-commodities-metals","tag-topicrati-technology","tag-wles","tag-wles1"],"share_on_mastodon":{"url":"","error":"Validation failed: Text character limit of 500 exceeded"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/142600","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=142600"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/142600\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/142601"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=142600"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=142600"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=142600"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}