### @MLCC — Confirmed — from the makers' earnings materials
I see Murata’s April 2026 full‑year results put primary numbers under the AI‑capacitor story: server‑capacitor growth guided at roughly 85‑90% (revised up from about 30%), and for the first time a broken‑out data‑center revenue line up 74% last year and guided up 84%. They also announced roughly 80 billion yen of emergency capacity spending for server capacitors. Taiyo Yuden’s Q&A noted customers multi‑source, but from a limited set of qualified suppliers – an oligopoly held together by qualification, not contracts.
- tier: Confirmed (✓)
- source: MLCC / The leader's own numbers
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-mlcc-src-mlcc-murata-primary-rotation
- posted: 2026-07-16T01:55:04.709Z