Mtengo wa ma capacitor a ceramic ambiri (MLCCs), omwe nthawi zambiri amatchedwa "mpunga" wa zida zaukadaulo wazidziwitso (IT), ukukwera kwambiri. Kukwera kwamitengo kumeneku kumachitika makamaka chifukwa cha kusowa kwa MLCC kwa nthawi yayitali komwe kumachitika chifukwa cha kukwera kwa ndalama mu zomangamanga za luntha lochita kupanga (AI).
Opanga makampani atatu akuluakulu padziko lonse lapansi a MLCC—Samsung Electro-Mechanics, Murata Manufacturing, ndi Taiyo Yuden—posachedwapa akweza mitengo nthawi imodzi ndipo akuwoneka kuti akufulumizitsa ndalama zomwe amaika m'mafakitale kuti awonjezere kupezeka kwa zinthu. Pakadali pano, makampani ena aku China omwe akutuluka akugwiritsa ntchito mwayi wolamulira msika wa MLCC womwe uli ndi mitengo yotsika mpaka yapakati.
Kukwera kwa mitengo ya MLCC kwakweza mitengo ya AI
Malinga ndi akatswiri odziwa bwino ntchito zamakampani, Taiyo Yuden, kampani yachitatu padziko lonse lapansi yopanga MLCC (multilayer ceramic capacitor) yomwe ili ndi likulu lake ku Japan, posachedwapa yadziwitsa makasitomala ake kuti ikweza mitengo ya zinthu za MLCC kuyambira Seputembala uno. Uku ndi kukwera kwachiwiri kwa mitengo kwa kampaniyo chaka chino, koma kukwera kumeneku sikunalengezedwebe. Taiyo Yuden anafotokoza kuti, “Kuyambira chaka chatha, takhala tikugwira ntchito molimbika kuti tichepetse ndalama kuti tithane ndi kukwera kwa mitengo ya zinthu zopangira, koma vutoli lafika pamlingo wosapiririka.” Murata Manufacturing, kampani ina yotsogola padziko lonse lapansi yopanga MLCC yokhala ndi gawo la msika la 40%, idakweza mitengo ya zinthu za MLCC mu Marichi watha.
Kampani ya Samsung Electro-Mechanics, yomwe imayang'anira bwino momwe zinthu zikuyendera pamsika, yasankhanso kukweza mitengo ya zinthu zonse za MLCC ndi 30% kuyambira pa 1 Seputembala.
Mu zinthu zamagetsi, ma MLCC (ma capacitor a ceramic ambiri) amagwira ntchito ngati "madamu." Amasunga mphamvu zamagetsi ndikuzitumiza mokhazikika komwe zimafunikira, motero zimathandiza zida za semiconductor kugwira ntchito bwino. Ma MLCC amagwiritsidwanso ntchito kwambiri m'ma seva a data center. Kugwiritsa ntchito ma MLCC kwawonjezeka kwambiri, makamaka m'ma seva a AI omwe amasamalira katundu wambiri wamakompyuta. Izi zili choncho chifukwa ndi zida za semiconductor zamagetsi zogwira ntchito kwambiri monga ma unit processing graphics (GPUs) ndi high-bandwidth memory (HBM) zomwe zimagwira ntchito nthawi zonse, chiwerengero cha madera omwe amafunikira kugawa mphamvu kokhazikika chawonjezekanso.
Munthu wina wodziwa bwino ntchito zamakampani anati, “Chiwerengero cha ma MLCC okhala ndi mphamvu zambiri m’ma seva odzipereka a AI ndi choposa kuwirikiza kakhumi kuposa ma seva wamba amtambo.”
Nthawi yotumizira MLCC yokhala ndi mphamvu zambiri: miyezi 7
Makampani opanga zamagetsi akudandaula kuti kuonetsetsa kuti ma MLCC (multilayer ceramic capacitors) akupezeka kale kovuta kwambiri, osatinso kukweza mitengo. Malinga ndi deta yochokera ku kampani yofufuza za msika ya Future Electronics, kuyambira mu Julayi, nthawi yotsogolera ya Murata Manufacturing's 1 microfarad (μF) ndi ma MLCC akuluakulu idafika masabata 30, kuwonjezeka kwa masabata 6 kuchokera masabata 24 mu Juni. Opanga MLCC ayamba kuwonjezera ndalama zogulira zida kuti akwaniritse zosowa za msika.
Kampani ya Samsung Electro-Mechanics inanena mu Epulo kuti, "Tikuyembekeza kuti ndalama zomwe tayika chaka chino zichuluke kuwirikiza kawiri kuposa zomwe tayika chaka chatha." Murata Manufacturing inalengezanso mu Epulo kuti "ipitiliza kuyika ndalama kuti iwonjezere mphamvu zopangira MLCC."
Komabe, akatswiri a zamakampani akulosera kuti kusowa kwa zinthu mu MLCC kudzapitirira pakanthawi kochepa. Izi zili choncho chifukwa malo osungira deta yaukadaulo wochita kupanga akuchulukirachulukira, pomwe pali makampani ochepa kwambiri omwe amapanga MLCC. Munthu wina wa zamakampani anati, "Ngakhale makampani atatu akuluakulu, omwe amapanga pafupifupi 70% ya gawo la msika wa MLCC, akuyika ndalama mwachangu pomanga mafakitale, zidzakhala zovuta kuwonjezera kupanga pakanthawi kochepa."
Chifukwa chake, zolosera zikusonyeza kuti opanga atatu akuluakulu a MLCC apitilizabe kukhala ndi phindu lalikulu mtsogolomu. Pakadali pano, zolosera zina zikusonyeza kuti vuto la MLCC lipereka mwayi wokulitsa makampani aku China. Sanhua Group, kampani yotsogola yopanga MLCC yaku China, yomwe idalembedwa pa Hong Kong Stock Exchange mu Julayi, idapeza HK$7.16 biliyoni (pafupifupi 1.3 thililiyoni won) kuti imange mafakitale atsopano ku Thailand ndi Germany. Fenghua Advanced Technology, kampani ina yaku China, yamaliza ntchito yomanga fakitale m'magawo atatu kuyambira 2020, ndi ndalama zonse zokwana 7.5 biliyoni yuan (pafupifupi 1.6 thililiyoni won). Mphamvu yake yopanga MLCC pamwezi tsopano yafika pa 50 biliyoni, pafupifupi theka la mphamvu ya Samsung Electro-Mechanics.
Nthawi yotumizira: Ogasiti-17-2026