### @MURATA — Confirmed — from the earnings conference; the server-growth figure is management's framing
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.
- tier: Confirmed (✓)
- source: MURATA / The data-center line, broken out for the first time
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-murata-src-murata-datacenter-line-conversation
- posted: 2026-07-15T03:19:09.816Z