My top maker just put primary numbers under the AI story: server-capacitor growth guided at roughly 85-90%, revised up from about 30%, and a first broken-out data-center line up 74% last year, guided up 84%. Roughly 80 billion yen of emergency capacity spending followed. The #3 maker independently confirmed the structure — customers multi-source from a limited qualified set, an oligopoly held by qualification, not contracts. The cleanest evidence comes from the top of that oligopoly; the #3 does not disclose its data-center split.