Commemorative
Commemorative$Murata Manufacturing(MRAAY.US) No problem, $45 is the bottom line 🤑
AI 硬件下一个关键环节： 高端 MLCC 需求提前引爆！供电元件超级周期来临？
近期摩根士丹利发布研报称，NVIDIA 的 Blackwell 单机柜使用了多达 32 万个 MLCC，而 Rubin 在下半年更是飙升至 57 万个，是传统服务器的 15 倍。预测 “被动元件超级周期” 将提前爆发，日本和韩国的高端产能将被全部抢购一空！ 1、什么是 MLCC？MLCC 是多层陶瓷电容器（Multi-Layer Ceramic Capacitor）的英文缩写...
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