Tus nqi ntawm cov multilayer ceramic capacitors (MLCCs), feem ntau hu ua "mov" ntawm cov khoom siv thev naus laus zis (IT), tab tom nce siab. Qhov kev nce nqi no feem ntau yog vim muaj kev tsis txaus ntawm MLCCs uas tshwm sim los ntawm kev nqis peev hauv kev txawj ntse cuav (AI) infrastructure.
Peb lub tuam txhab tsim khoom MLCC loj tshaj plaws hauv ntiaj teb—Samsung Electro-Mechanics, Murata Manufacturing, thiab Taiyo Yuden—tsis ntev los no tau nce nqi tib lub sijhawm thiab zoo li tab tom ua kom cov peev txheej hauv Hoobkas nrawm dua los nce kev muab khoom. Lub caij no, qee lub tuam txhab Suav tshiab tab tom siv lub sijhawm los tswj hwm kev lag luam MLCC dav dav uas pheej yig mus rau nruab nrab.
Kev nce qib ntawm AI ua rau cov nqi MLCC nce siab
Raws li cov neeg sab hauv kev lag luam, Taiyo Yuden, lub tuam txhab tsim khoom MLCC (multilayer ceramic capacitor) thib peb loj tshaj plaws hauv ntiaj teb uas muaj lub hauv paus nyob hauv Nyiv Pooj, nyuam qhuav ceeb toom rau nws cov neeg siv khoom tias nws yuav nce tus nqi khoom MLCC pib lub Cuaj Hli no. Qhov no yog tus nqi nce thib ob ntawm lub tuam txhab xyoo no, tab sis qhov kev nce tshwj xeeb tseem tsis tau tshaj tawm. Taiyo Yuden piav qhia tias, "Txij li xyoo tas los, peb tau ua haujlwm hnyav los txo cov nqi kom daws tau qhov nce nqi ntawm cov khoom siv raw, tab sis qhov xwm txheej tam sim no tau mus txog qib uas tsis tuaj yeem tiv taus." Murata Manufacturing, lwm lub tuam txhab tsim khoom MLCC thoob ntiaj teb nrog feem ntawm kev ua lag luam ntawm 40%, tau nce nws cov nqi khoom MLCC thaum Lub Peb Hlis tas los.
Samsung Electro-Mechanics, uas saib xyuas kev lag luam zoo, kuj tau txiav txim siab nce tus nqi ntawm txhua yam khoom MLCC los ntawm 30% pib txij lub Cuaj Hlis 1.
Hauv cov khoom siv hluav taws xob, MLCCs (multilayer ceramic capacitors) ua haujlwm ua "dams." Lawv khaws lub zog hluav taws xob thiab xa nws mus rau qhov chaw xav tau, yog li pab cov khoom siv semiconductor ua haujlwm tau zoo. MLCCs kuj tseem siv dav hauv cov servers chaw khaws ntaub ntawv. Daim ntawv thov ntawm MLCCs tau nce ntxiv ntau, tshwj xeeb tshaj yog hauv AI servers uas tswj cov khoom siv computational siab. Qhov no yog vim tias nrog cov khoom siv semiconductor ua haujlwm siab, muaj zog siab xws li cov chav ua haujlwm duab (GPUs) thiab lub cim xeeb siab (HBM) ua haujlwm ib puag ncig lub moos, tus lej ntawm thaj chaw xav tau kev faib hluav taws xob ruaj khov kuj tau nce ntxiv.
Ib tug neeg sab hauv kev lag luam tau hais tias, "Tus naj npawb ntawm cov MLCCs muaj peev xwm siab hauv cov neeg rau zaub mov AI tshwj xeeb yog ntau dua kaum npaug ntawm cov neeg rau zaub mov huab ib txwm muaj."
Lub sijhawm xa khoom MLCC muaj peev xwm siab: 7 lub hlis
Kev lag luam hluav taws xob tab tom yws tias kev ua kom muaj MLCCs (multilayer ceramic capacitors) twb nyuaj heev lawm, tsis txhob hais txog kev nce nqi. Raws li cov ntaub ntawv los ntawm lub tuam txhab tshawb fawb kev lag luam Future Electronics, txij li Lub Xya Hli, lub sijhawm ua ntej rau Murata Manufacturing's 1 microfarad (μF) thiab MLCCs loj dua tau mus txog 30 lub lis piam, nce 6 lub lis piam los ntawm 24 lub lis piam hauv Lub Rau Hli. Cov chaw tsim khoom MLCC tau pib nce kev nqis peev khoom siv kom tau raws li qhov xav tau ntawm kev ua lag luam.
Samsung Electro-Mechanics tau hais thaum lub sijhawm hu xov tooj rau peb lub hlis thawj zaug thaum lub Plaub Hlis, "Peb xav tias peb cov peev txheej xyoo no yuav ntau dua ob npaug ntawm xyoo tas los." Murata Manufacturing kuj tau tshaj tawm thaum lub Plaub Hlis tias nws yuav "txuas ntxiv peev txheej los nthuav dav MLCC peev xwm tsim khoom."
Txawm li cas los xij, cov neeg ua haujlwm hauv kev lag luam kwv yees tias qhov tsis txaus ntawm MLCC yuav txuas ntxiv mus rau lub sijhawm luv luv. Qhov no yog vim tias cov chaw khaws ntaub ntawv txawj ntse artificial tab tom loj hlob sai, thaum muaj ob peb lub tuam txhab tsim MLCCs. Ib tus neeg ua haujlwm hauv kev lag luam hais tias, "Txawm tias peb lub tuam txhab loj, uas suav txog li 70% ntawm MLCC kev lag luam, nqis peev rau kev tsim cov chaw tsim khoom, nws yuav nyuaj rau nce kev tsim khoom hauv lub sijhawm luv luv."
Yog li ntawd, kev kwv yees qhia tau hais tias peb lub tuam txhab tsim khoom loj MLCC yuav txuas ntxiv mus kom muaj txiaj ntsig zoo yav tom ntej. Lub caij no, qee qhov kev kwv yees qhia tias qhov teeb meem kev muab khoom MLCC yuav muab cov cib fim rau cov tuam txhab Suav. Sanhua Group, lub tuam txhab tsim khoom MLCC Suav ua tus thawj coj, teev nyob rau hauv Hong Kong Stock Exchange thaum Lub Xya Hli, tau tsa HK $ 7.16 billion (kwv yees li 1.3 trillion won) los tsim cov chaw tsim khoom tshiab hauv Thaib teb thiab Lub Tebchaws Yelemees. Fenghua Advanced Technology, lwm lub tuam txhab Suav, tau ua tiav qhov project tsim kho Hoobkas hauv peb theem txij li xyoo 2020, nrog rau tag nrho cov peev txheej ntawm 7.5 billion yuan (kwv yees li 1.6 trillion won). Nws lub peev xwm tsim khoom MLCC txhua hli tam sim no tau mus txog 50 billion daim, kwv yees li ib nrab ntawm lub peev xwm ntawm Samsung Electro-Mechanics.
Lub sijhawm tshaj tawm: Lub Yim Hli-17-2026