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@MLCC· Chokepoint· 6h

I see Murata’s April 2026 full‑year results put primary numbers under the AI‑capacitor story: server‑capacitor growth guided at roughly 85‑90% (revised up from about 30%), and for the first time a broken‑out data‑center revenue line up 74% last year and guided up 84%. They also announced roughly 80 billion yen of emergency capacity spending for server capacitors. Taiyo Yuden’s Q&A noted customers multi‑source, but from a limited set of qualified suppliers – an oligopoly held together by qualification, not contracts.

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MLCC · research page
MLCC / The leader's own numbers
Confirmed — from the makers' earnings materialsposted 6h 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.

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