Is TDK really a cassette-tape company?
TDK looks less like a company that switched from cassette tapes to batteries and more like one that keeps moving materials and process capabilities into the next market. Sales reached ¥2.505 trillion in the year ended March 2026, with Energy Application Products at 54.7%. Passive Components, Sensors and Magnetic Applications remain substantial, while roughly 90% of sales are overseas. Company materials explicitly trace applications from cassettes into multilayer components and batteries, while the business portfolio broadened into magnetic heads and sensors. Today TDK is still adapting thin-film HDD-head process technology to inductors for AI data centers.