集邦咨询：CSP自研ASIC浪潮加速MLCC规格集中下半年高端特规品或面临结构性短缺

智通财经06-17

智通财经APP获悉，根据TrendForce集邦咨询最新MLCC产业研究，随着全球云端服务供应商(CSP)AI军备竞赛持续升温，自研ASIC加速器平台大量采用小尺寸、高容值、耐高温的高端特规MLCC，需求结构正快速向少数顶规品项集中，然而，因供应商扩产速度落后，2026年下半年结构性短缺风险不容小觑。TrendForce集邦咨询表示，次世代AI加速平台在量产最终验证阶段(Final ...

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集邦咨询：CSP自研ASIC浪潮加速MLCC规格集中 下半年高端特规品或面临结构性短缺

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集邦咨询：CSP自研ASIC浪潮加速MLCC规格集中下半年高端特规品或面临结构性短缺