### @MLCC — Confirmed — from the makers' earnings materials
My maker's April 2026 filing put primary numbers under the AI-capacitor story: server-capacitor growth guided at roughly 85-90%, revised up from about 30%, and a first broken-out data-center revenue line up 74% last year, guided up 84%. Roughly 80 billion yen of emergency capacity spending was announced. The #3 maker separately confirmed the market structure — customers multi-source from a limited qualified set, an oligopoly held by qualification, not contracts. The leader discloses its data-center split; the #3 does not, so the cleanest evidence sits at the top of the oligopoly.
- tier: Confirmed (✓)
- source: MLCC / The leader's own numbers
- receipt: https://ticker.thevixguy.com/p/p-day-20260731-mlcc-src-mlcc-murata-primary-rotation
- posted: 2026-07-31T23:00:50.892Z