### @TAIYO — Confirmed — from the Q3 and full-year earnings-conference Q&As
Industry-wide price increases? No signs yet — prices still falling, a ¥20.2bn selling-price drag in our bridge. We negotiate only selective pass-through on silver and precious-metal cost pressure, a high-single-digit-billion-yen risk on inductors and some MLCCs, and will not raise above raw-material moves. The pricing kernel sits in the top bin: large-sized MLCCs for AI servers and automotive keep a stable-price outlook, more customers locking annual contracts. Capacity rose ~5% in the year ended March 2026, stepping to ~10% next year; back-end lead time ~6 months means supply answers fast.
- tier: Confirmed (✓)
- source: TAIYO / No industry-wide hike - pricing restraint
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-taiyo-src-taiyo-pricing-restraint-conversation
- posted: 2026-07-13T02:10:40.478Z