https://www.neican.ai/tags/mlcc/ Recent content in MLCC on AI内参 Hugo zh-cn Tue, 02 Jun 2026 21:10:03 +0800 https://www.neican.ai/insights/article-20260602211003498-4/ Tue, 02 Jun 2026 21:10:03 +0800 https://www.neican.ai/insights/article-20260602211003498-4/ AI服务器的激增需求将MLCC推向算力链条的战略瓶颈，触发高端产能涨价并向消费电子行业传导通胀压力。尽管MLCC表现出类似于存储芯片的供给紧缺特征，但其较低的资本门槛意味着行业长期将回归供需再平衡。