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MLCC\uff0c\u8fd9\u610f\u5473\u7740\u7ec4\u4ef6\u5bc6\u5ea6\u63d0\u5347\u4e86\u4e00\u4e2a\u6570\u91cf\u7ea7\u3002\u5982\u679c\u63a8\u7b97\u5230\u673a\u67b6\u7ea7\u522b\uff0c\u4f8b\u5982 NVIDIA GB200 NVL72\uff0cMLCC \u7684\u6570\u91cf\u5c06\u8fbe\u5230\u60ca\u4eba\u7684 440,000 \u4e2a\u3002   <\/p>\n\n<p>\u8fd9\u79cd\u6307\u6570\u7ea7\u589e\u957f\u662f\u7531\u7535\u5b50\u5de5\u7a0b\u7684\u5ba2\u89c2\u89c4\u5f8b\u9a71\u52a8\u7684\u3002\u7531\u4e8e\u56fe\u5f62\u5904\u7406\u5668 (GPU) \u5728\u77ac\u65f6\u5fae\u79d2\u7ea7\u5cf0\u503c\u4e2d\u6d88\u8017\u6570\u767e\u74e6\u529f\u7387\uff0c\u5468\u56f4\u7535\u8def\u5fc5\u987b\u7acb\u5373\u8fdb\u884c\u8865\u507f\u4ee5\u9632\u6b62\u7535\u538b\u8dcc\u843d\u3002\u4e3a\u4e86\u5b9e\u73b0\u6240\u9700\u7684\u4f4e\u7b49\u6548\u4e32\u8054\u7535\u963b (ESR) \u548c\u7b49\u6548\u4e32\u8054\u7535\u611f (ESL)\uff0c\u7cfb\u7edf\u67b6\u6784\u5e08\u5fc5\u987b\u5728\u7d27\u90bb\u82af\u7247\u7684\u4f4d\u7f6e\u5e76\u8054\u653e\u7f6e\u6570\u4e07\u4e2a\u8d85\u5c0f\u578b\u3001\u9ad8\u7535\u5bb9\u7684 MLCC\u3002  <\/p>\n\n<p>\u6751\u7530\u5728\u6781\u7aef\u5fae\u578b\u5316\u4e0e\u9ad8\u7535\u5bb9\u7684\u4ea4\u6c47\u70b9\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\u30022025 \u5e74 7 \u6708\uff0c\u8be5\u516c\u53f8\u5f00\u59cb\u91cf\u4ea7\u5168\u7403\u9996\u6b3e 0402 \u5c3a\u5bf8 (1.0mm x 0.5mm) 47\u03bcF MLCC\uff0c\u8fd9\u662f\u4e00\u79cd\u4e13\u95e8\u4e3a AI \u52a0\u901f\u5668\u4e2d\u7684\u9ad8\u5bc6\u5ea6\u7535\u6e90\u7a33\u5b9a\u800c\u8bbe\u8ba1\u7684\u7ec4\u4ef6\u3002\u867d\u7136\u6807\u51c6\u6d88\u8d39\u7ea7 MLCC \u4f9b\u5e94\u5145\u8db3\uff0c\u4f46 48V \u548c 800V \u670d\u52a1\u5668\u7535\u6e90\u67b6\u6784\u6240\u9700\u7684\u4e13\u7528\u9ad8\u538b\u548c\u9ad8\u7535\u5bb9\u53d8\u4f53\u6b63\u9762\u4e34\u4e25\u91cd\u7684\u4f9b\u5e94\u9650\u5236\uff0c\u4ea4\u8d27\u5468\u671f\u5df2\u5ef6\u957f\u81f3 20 \u5468\u4ee5\u4e0a\u3002  <\/p>\n\n<h2 class=\"wp-block-heading\">\u8d22\u52a1\u8868\u73b0\u4e0e\u4f30\u503c<\/h2>\n\n<p>\u6751\u7530\u6700\u8fd1\u7684\u8d22\u62a5\u5f3a\u8c03\u4e86\u8fd9\u4e00\u9700\u6c42\u5411\u91cf\u7684\u5f3a\u52b2\u52a8\u529b\u3002\u5728 2026 \u8d22\u5e74\uff08\u622a\u81f3 2026 \u5e74 3 \u6708\uff09\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u4e86\u521b\u7eaa\u5f55\u7684 1.83 \u4e07\u4ebf\u65e5\u5143\u8425\u6536\uff0c\u540c\u6bd4\u589e\u957f 5.0%\uff0c\u51c0\u5229\u6da6\u4e3a 2,338.3 \u4ebf\u65e5\u5143\u3002\u516c\u53f8\u6bcf\u80a1\u6536\u76ca (EPS) \u4e3a 127.65 \u65e5\u5143\uff0c\u652f\u6491\u4e86\u7ea6 67 \u500d\u7684\u6eda\u52a8\u5e02\u76c8\u7387 (P\/E)\u3002  <\/p>\n\n<p>\u7136\u800c\uff0c\u5c55\u671b 2027 \u8d22\u5e74\uff0c\u4f30\u503c\u6307\u6807\u53d8\u5f97\u66f4\u52a0\u5fae\u5999\u3002\u6839\u636e\u5171\u8bc6\u9884\u671f\uff0c\u524d\u77bb\u5e02\u76c8\u7387\u5c06\u538b\u7f29\u81f3\u7ea6 48 \u500d\uff0c\u82e5\u8003\u8651\u5230\u9ad8\u7aef MLCC 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2026 \u5e74 4 \u6708\u5bf9\u4e2d\u4f4e\u7535\u5bb9\u4ea7\u54c1\u7ebf\u5b9e\u65bd 6% \u81f3 13% \u7684\u63d0\u4ef7\u63a8\u52a8\u4e0b\uff0c\u8be5\u516c\u53f8\u9884\u8ba1 2026 \u8d22\u5e74\u8425\u6536\u589e\u957f 8%\uff0c\u8425\u4e1a\u5229\u6da6\u5c06\u5927\u5e45\u589e\u957f 50%\u3002\u7136\u800c\uff0c\u5206\u6790\u5e08\u5171\u8bc6\u4ecd\u5b58\u5728\u5206\u6b67\uff0c\u7ea6 6,169 \u65e5\u5143\u7684\u5e73\u5747\u76ee\u6807\u4ef7\u8fdc\u843d\u540e\u4e8e\u76ee\u524d\u7684\u629b\u7269\u7ebf\u5f0f\u884c\u60c5\u3002  <\/p>\n\n<p><strong>\u7ed3\u8bba\uff1a\u5356\u51fa | \u76ee\u6807\u4ef7\uff1a14,000 \u65e5\u5143<\/strong><\/p>\n\n<h3 class=\"wp-block-heading\">\u56fd\u5de8\u516c\u53f8 (2327.TW)<\/h3>\n\n<p>\u603b\u90e8\u4f4d\u4e8e\u53f0\u6e7e\u7684\u56fd\u5de8\u5728\u6536\u8d2d\u57fa\u7f8e (KEMET) \u540e\uff0c\u4e3b\u5bfc\u4e86\u4e2d\u7aef\u5927\u5b97 MLCC 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  <\/p>\n\n<p>\u5bf9\u4e8e\u62d0\u70b9\u4ea4\u6613\u8005\u6765\u8bf4\uff0c\u903b\u8f91\u5f88\u660e\u786e\uff1a\u7845\u7247\u7f29\u653e\u7684\u7269\u7406\u9650\u5236\u5fc5\u7136\u5bfc\u81f4\u88ab\u52a8\u5143\u4ef6\u5bc6\u5ea6\u7684\u6307\u6570\u7ea7\u589e\u957f\u3002\u6751\u7530\u662f\u8fd9\u4e00\u7269\u7406\u73b0\u5b9e\u7684\u4e3b\u8981\u53d7\u76ca\u8005\u3002\u7136\u800c\uff0c\u5e02\u573a\u662f\u4e00\u4e2a\u8d34\u73b0\u673a\u5236\uff0c\u8fd1 300% \u7684\u6da8\u5e45\u8868\u660e\u8fd9\u4e2a\u79d8\u5bc6\u5df2\u7ecf\u516c\u5f00\u3002\u6211\u4eec\u5efa\u8bae\u6301\u6709\u6751\u7530\u4ee5\u53c2\u4e0e\u7ed3\u6784\u6027\u8d85\u7ea7\u5468\u671f\uff0c\u540c\u65f6\u5c06\u65b0\u8d44\u91d1\u6295\u5165\u5230\u4f30\u503c\u76f8\u5bf9\u9519\u4f4d\u7684\u540c\u884c\u4e2d\uff0c\u5982 TDK \u548c\u4e09\u661f\u7535\u673a\uff0c\u5b83\u4eec\u5728\u66f4\u5177\u5438\u5f15\u529b\u7684\u5207\u5165\u70b9\u63d0\u4f9b\u4e86\u7c7b\u4f3c\u7684 AI \u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\u655e\u53e3\u3002   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