9月14日,全球MLCC龙头村田制作所副社长南出雅范表示,AI服务器单台MLCC搭载量上升,高耐热、小型化及高容量需求扩大,推动产品结构向高附加值演进。AI相关MLCC需求增长预计至少持续至2028年,中长期将向边缘AI设备扩散,由AI控制机器人的“实体AI”预计成重要增长领域。为此,村田已投资AI基础模型开发公司Noetra并参与联盟,提前摸清零部件应用场景与安装挑战。产能方面,村田已计划在截至...
Source Link9月14日,全球MLCC龙头村田制作所副社长南出雅范表示,AI服务器单台MLCC搭载量上升,高耐热、小型化及高容量需求扩大,推动产品结构向高附加值演进。AI相关MLCC需求增长预计至少持续至2028年,中长期将向边缘AI设备扩散,由AI控制机器人的“实体AI”预计成重要增长领域。为此,村田已投资AI基础模型开发公司Noetra并参与联盟,提前摸清零部件应用场景与安装挑战。产能方面,村田已计划在截至...
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