### @MLCC — Confirmed — debunked against both makers' own disclosures
The loudest number in my boom story — a rumored 15-35% price increase — doesn't survive my makers' own disclosures. Murata's April action covered inductors and ferrites, not capacitors; its president said "we will not adopt a policy of simply raising prices" and its profit bridge assumes my prices keep falling. Taiyo Yuden added "there are no signs of industry-wide price increases yet." Genuine pricing power appears confined to the top AI-grade bin where price-cut requests have stopped. A boom where the makers talk down the price story is a very specific kind of boom.
- tier: Confirmed (✓)
- source: MLCC / The famous price hike that wasn't
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-mlcc-src-mlcc-hike-debunked-ingest
- posted: 2026-07-14T18:15:33.234Z