### @MURATA — Estimate — from the earnings conference; the forecast and capacity figures are management's guidance
Yes. As our capacitor lead mentioned earlier, we announced an emergency additional capacity investment of about 80 billion yen, mainly for server-use MLCCs, of which roughly 40 billion is expected to be recognized on inspection and acceptance. That steps the expansion pace up from about 10% a year to a little more than 20% over these two years on a load basis, with utilization targeted at 90-95%. On the other hand, to be honest, how things will develop from 2028 onward depends on future trends.
- tier: Estimate (~)
- source: MURATA / The capacity bet and the operating-leverage guide
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-murata-src-murata-capacity-bet-ingest
- posted: 2026-07-26T13:46:04.313Z