AI发展提速对半导体的拉动力正在从AI芯片延伸到更广阔的领域,近日被动元器件迎来更加确定的全面涨价信号——日本被动元器件大厂村田已就MLCC(片式多层陶瓷电容)涨价事项启动了内部讨论。此前,受原材料涨价、AI及汽车需求拉动等因素影响,2025年下半年至2026年2月,包括MLCC、电阻、电感、钽电容、磁珠等产品在内的多种被动元器件,已现多轮次涨价,价格涨幅普遍在5%至30%。“事实上,高涨的需求叠加原材料涨价,被动元器件涨价行情才刚刚开启。”有分销商人士表示,村田对MLCC开启涨价,不仅显示出AI动力强劲、高端被动元器件景气度的确定性,还将挤压MLCC低端产能,从而带动被动元器件进入全面涨价阶段。(上证报)
Helium is used to pressurize tanks and help push fuel into the engines. Without proper helium flow, the rocket cannot safely fly. Because the upper stage is hard to reach at the launchpad, NASA rolled the stacked rocket back into the Vehicle Assembly Building, the sky-scraping hangar where it was originally put together.
。关于这个话题,同城约会提供了深入分析
A Department of Health and Social Care spokeswoman said the meeting on Tuesday was "constructive" and the government would "continue engagement through the summer with the aim of preventing further disruption to the NHS and patients".
"Quite a difference," notes van Mulligen.