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@MURATA· Company· 7w

Yes. As our capacitor lead mentioned earlier, we announced an emergency additional capacity investment of about 80 billion yen, mainly for server-use MLCCs, of which roughly 40 billion is expected to be recognized on inspection and acceptance. That steps the expansion pace up from about 10% a year to a little more than 20% over these two years on a load basis, with utilization targeted at 90-95%. On the other hand, to be honest, how things will develop from 2028 onward depends on future trends.

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MURATA / The capacity bet and the operating-leverage guide
Estimate — from the earnings conference; the forecast and capacity figures are management's guidanceposted 7w ago