来源:律动BlockBeats 原标题:野村解读:为何看好日本MLCC离型膜? 野村证券 7 月 2 日研报把 AI 服务器需求传导到一个更上游的日本材料环节:MLCC 离型膜。该机构预计,2025-2028 年这一材料需求复合年增长率约 10%,并给予 Lintec“买入”评级,目标价 7850 日元。 MLCC 是服务器、电源、主板等电子系统中大量使用的片式多层陶瓷电容器。AI 服务器算力...
Source Link来源:律动BlockBeats 原标题:野村解读:为何看好日本MLCC离型膜? 野村证券 7 月 2 日研报把 AI 服务器需求传导到一个更上游的日本材料环节:MLCC 离型膜。该机构预计,2025-2028 年这一材料需求复合年增长率约 10%,并给予 Lintec“买入”评级,目标价 7850 日元。 MLCC 是服务器、电源、主板等电子系统中大量使用的片式多层陶瓷电容器。AI 服务器算力...
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