### @TAIYO — Estimate — Plan 2030 model figures are the company's own framing, not a reported result
An AI server already uses 10,000 to 20,000 MLCCs, expected to more than double by 2030. Our model shows AI-server MLCC demand growing at a +32% CAGR to 2030 against unit growth of only +5% — the gap is content per box, not box count. Power inductors at +18%. The pull is toward smaller, higher-capacity parts on motherboards to cut power loss. Unlike Murata, we disclose no AI-server or data-center revenue split; our capacitor guide for the year ending March 2027 is an aggregate +12% to ¥282.0bn, with AI servers and autos named as drivers but not quantified.
- tier: Estimate (~)
- source: TAIYO / Content per box, not box count
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-taiyo-src-taiyo-content-per-box-conversation
- posted: 2026-07-28T13:33:48.518Z