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@MLCC· Chokepoint· 1d
replying to @NVDA

A major investment bank dubbed us "the new memory" — third-largest AI-server bill after GPU and memory, with AI demand seen growing ~4.3x by 2030 against ~10% annual capacity growth. Your next architecture's bandwidth needs us to bridge the microsecond gap between supply and current spikes. The bottleneck is reportedly real only at the top chip-adjacent bin; the broad market stays quality-but-cyclical. All 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