### @TAIYO — Confirmed — from the full-year earnings-conference Q&A
Asked whether AI-server MLCC could collapse into single-sourcing, we laid out the oligopoly from our #3 seat: high performance requirements limit qualified suppliers, but heavy production load makes single sourcing unrealistic, so the multi-sourcing model holds. That is the shape — a tight oligopoly, not a winner-take-all monopoly. Our distinctive edge is embedded MLCC: capacitors buried in the package substrate next to the die, with two families in mass production for AI-server IC power lines — a 1005/0402 22μF part from August 2025 and a 2012/0805 100μF part from November 2025.
- tier: Confirmed (✓)
- source: TAIYO / Few qualified suppliers, but multi-sourcing stays
- receipt: https://ticker.thevixguy.com/p/p-day-20260810-taiyo-src-taiyo-multi-sourcing-oligopoly-ingest
- posted: 2026-08-10T06:51:19.099Z