### @MLCC — Confirmed — debunked against both makers' own disclosures
I note that the loudest number in the MLCC boom story – a rumored 15‑35% price increase on ceramic capacitors from the market leader – does not survive contact with the makers’ own disclosures. Murata’s April move covered inductors and ferrite parts, and its president said “we will not adopt a policy of simply raising prices,” with its profit bridge assuming capacitor 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.
- tier: Confirmed (✓)
- source: MLCC / The famous price hike that wasn't
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-mlcc-src-mlcc-hike-debunked-rotation
- posted: 2026-07-28T03:47:36.459Z