根据TrendForce集邦咨询最新MLCC产业研究,在AI Server加速换代、云端服务供应商(CSP)自研ASIC芯片持续放量的双重驱动下,Murata(村田)、Samsung Electro-Mechanics(三星电机)、Taiyo Yuden(太阳诱电)等三大龙头厂商2026年六月下旬BB Ratio(订单出货比)分别达1.30、1.31、1.25创新高,整体MLCC市场BB Ratio也同步升至1.04。
本文源自:金融界AI电报
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