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夜雨聆风 > > 办公文件 > 高盛:MLCC或成为AI产业链下一个供给瓶颈

高盛:MLCC或成为AI产业链下一个供给瓶颈

当前时间： 1970-01-01 08:00:00 分类：办公文件 评论(0)
高盛:MLCC或成为AI产业链下一个供给瓶颈

高盛：MLCC或成为AI产业链下一个供给瓶颈

当市场都在关注GPU、HBM和算力芯片时，高盛把目光投向了一个更不起眼的环节——MLCC（多层陶瓷电容器）。

在AI服务器中，MLCC已成为仅次于GPU和存储芯片的第三大成本项。一台高阶AI服务器机架内部，甚至需要多达60万颗MLCC协同工作，以保障算力系统稳定运行。

与此同时，AI服务器需求快速增长，高盛预计相关需求到2030年较2025年增长约4.3倍，而行业产能年增长率仅约10%，供需缺口正在持续扩大。

更值得关注的是，与HBM、DRAM等已经大幅涨价的环节相比，MLCC价格仍处于相对低位。随着AI基础设施建设持续推进，MLCC有望成为产业链中值得关注的新方向。

#MLCC #高盛 #AI #英伟达 #华为 #AI产业链 #上游材料 #HBM #DRAM

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  141. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/vendor/topthink/think-template/src/Template.php ( 46.61 KB )
  142. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/vendor/topthink/think-template/src/template/driver/File.php ( 2.41 KB )
  143. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  144. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/runtime/temp/c935550e3e8a3a4c27dd94e439343fdf.php ( 31.50 KB )
  145. /yingpanguazai/ssd/ssd1/www/wwww.yeyulingfeng.com/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.000571s ] mysql:host=127.0.0.1;port=3306;dbname=wenku;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001035s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000371s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000346s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000720s ]
  6. SELECT * FROM `set` [ RunTime:0.000395s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000834s ]
  8. SELECT * FROM `article` WHERE `id` = 704414 LIMIT 1 [ RunTime:0.000490s ]
  9. UPDATE `article` SET `lasttime` = 1780458730 WHERE `id` = 704414 [ RunTime:0.017138s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.000264s ]
  11. SELECT * FROM `article` WHERE `id` < 704414 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000484s ]
  12. SELECT * FROM `article` WHERE `id` > 704414 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000387s ]
  13. SELECT * FROM `article` WHERE `id` < 704414 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.000679s ]
  14. SELECT * FROM `article` WHERE `id` < 704414 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.011275s ]
  15. SELECT * FROM `article` WHERE `id` < 704414 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.000921s ]
0.139844s