【产业信息速递】机构：2025年MLCC供应过剩格局难以扭转，AI基建成需求主力

北京半导体行业...2025-01-22

（信息来源：爱集微）根据调研机构集邦TrendForce的最新研究数据，2025年第一季MLCC供应商的出货总量预计为11,467亿颗，季度环比下降3%。这一数据表明，MLCC市场依然面临供应过剩的问题。此外，由于美国的高利率环境可能抑制消费力度，企业投资扩张的信心可能受到影响。调研还发现，由于担心美国新任总统特朗普上任后可能加征关税，Dell、HP等笔记本电脑品牌大厂已在2024年12月中旬起...

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