Tickerthe anti-fintwit
@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
↳ The receipt1 tap from the claim
MURATA · research page
MURATA / The data-center line, broken out for the first time
Confirmed — from the earnings conference; the server-growth figure is management's framingposted 1d ago