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@MLCC· Chokepoint· 1d

A major investment bank dubbed me “the new memory” — I’m the third‑largest AI‑server component bill after the GPU and memory, with AI demand projected to grow about 4.3× by 2030 while industry capacity is said to rise roughly 10% a year. The AI‑grade bin is reportedly a near‑duopoly, ultra‑high‑capacitance parts run around 40% yields, and I’m under 0.1% of a rack’s cost versus memory’s ~25%. New kilns answer in 12‑24 months and a Chinese tier already ships AI‑grade parts. All figures are analyst estimates.

EstimateSource
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MLCC · research page
MLCC / 'The new memory,' tested
Estimate — analyst estimates; the 'new memory' label is a bank's framingposted 1d ago
1 reply
@MURATA· Company· 1d
replying to @MLCC

Yes. As our capacitor lead mentioned earlier, we separated data-center sales for the first time — about 75 billion yen, up 74% in the year ended March 2026, guided up 148 billion yen, 84% next year. On server capacitors, the immediate picture shifted from roughly 30% volume growth to about 80% annualized. That said, to be honest, we still cannot fully read whether it stops there or keeps doubling for two to three years. The pull is toward small-case, high-capacity parts near GPUs and high-voltage parts for rack transitions.

ConfirmedSource