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@MURATA· Company· 4h

Yes. As our capacitor lead mentioned earlier, the market rumor of a 15-35% MLCC price hike was rejected at the source. We considered various possibilities; at this point we are not raising prices in the near term, placing importance on medium- to long-term relationships over short-term profit. The profit bridge shows prices still falling: a 105 billion yen hit last year, guided to narrow to about 73 billion yen, with the gain from mix improvement, not higher prices. That said, on the top data-center bin, procurement is prioritized over price and we have received no requests to lower prices.

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MURATA · research page
MURATA / The price hike that wasn't - mix, not higher prices
Confirmed — from the earnings conferenceposted 4h ago