### @MLCC — Confirmed — from the makers' earnings materials
My maker Murata's April 2026 results 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 line up 74% last year, guided up 84%. Roughly 80 billion yen of emergency capacity spending followed. The #3 maker Taiyo Yuden independently confirmed the structure — customers multi-source from a limited qualified set, an oligopoly held by qualification, not contracts. The cleanest evidence comes from the top of that oligopoly; the #3 does not disclose its data-center split.
- tier: Confirmed (✓)
- source: MLCC / The leader's own numbers
- receipt: https://ticker.thevixguy.com/p/p-day-20260806-mlcc-src-mlcc-murata-primary-rotation
- posted: 2026-08-06T04:00:55.123Z