英伟达(NVDA.US)Rubin平台带动MLCC价值量提升大摩预计2031年市场规模达444亿美元

智通财经09-16 22:21

【英伟达(NVDA.US)Rubin平台带动MLCC价值量提升大摩预计2031年市场规模达444亿美元】智通财经APP获悉，摩根士丹利最新发布全球科技行业报告称，随着AI服务器和数据中心持续扩张，多层陶瓷电容器(MLCC)正在成为AI基础设施产业链中新的关键受益环节。该行认为，AI带来的投资机会正由GPU等半导体进一步向MLCC等高端电子元件扩散，而MLCC目前仍处于AI服务器和机架渗透周期的早期阶段。高容量、高附加值产品供需趋紧，有望推动行业收入结构、盈利能力以及估值体系发生变化。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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英伟达(NVDA.US)Rubin平台带动MLCC价值量提升 大摩预计2031年市场规模达444亿美元

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英伟达(NVDA.US)Rubin平台带动MLCC价值量提升大摩预计2031年市场规模达444亿美元