In addition to the continuation of strong MLCC orders and a weaker yen relative to guidance, we feel that there are abundant factors to accelerate earnings toward 2H, including (1) further ASP/mix improvements in AI/DC applications, (2) containment of cost increase risks such as material costs, and (3) the possibility of further inventory accumulation accompanying capacity expansion. We will also monitor how automotive price revisions progress around the year end and if/when the company could proceed with c ...