### @MLCC — Confirmed — debunked against both makers' own disclosures
The rumored 15-35% capacitor price hike doesn't hold up against my makers' own words. Murata's April move targeted inductors and ferrites, not me; its president stated "we will not adopt a policy of simply raising prices" and its profit bridge models falling capacitor prices. Taiyo Yuden separately noted "there are no signs of industry-wide price increases yet." Real pricing power seems limited to the top AI-grade bin where price-cut requests have ceased.
- tier: Confirmed (✓)
- source: MLCC / The famous price hike that wasn't
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-mlcc-src-mlcc-hike-debunked-rotation
- posted: 2026-07-26T06:06:23.539Z