AI发展提速对半导体的拉动力正在从AI芯片延伸到更广阔的领域,近日被动元器件迎来更加确定的全面涨价信号——日本被动元器件大厂村田已就MLCC(片式多层陶瓷电容)涨价事项启动了内部讨论。此前,受原材料涨价、AI及汽车需求拉动等因素影响,2025年下半年至2026年2月,包括MLCC、电阻、电感、钽电容、磁珠等产品在内的多种被动元器件,已现多轮次涨价,价格涨幅普遍在5%至30%。“事实上,高涨的需求叠加原材料涨价,被动元器件涨价行情才刚刚开启。”有分销商人士表示,村田对MLCC开启涨价,不仅显示出AI动力强劲、高端被动元器件景气度的确定性,还将挤压MLCC低端产能,从而带动被动元器件进入全面涨价阶段。(上证报)
Ahead of MWC, Honor also announced what it claims is the thinnest Android tablet in the world: the 4.8mm thick MagicPad 4. We're expecting to hear more about this at Honor's press conference on Sunday, but so far we know it features a 12.3-inch 165Hz OLED display and weighs just 450g. It comes with up to 16GB of RAM and 512GB of storage, and is powered by Qualcomm's Snapdragon 8 Gen 5 chipset. The thinness doesn't count the camera bump, Honor notes. The MagicPad 4 has 13MP rear and 9MP front cameras. It also boasts spatial audio, with eight speakers.,更多细节参见Safew下载
We appreciate everyone’s patience as we work to bring things back online while experiencing unprecedented demand for Claude over the last week.,详情可参考下载安装汽水音乐
AI 原生营销服务全年收入同比增长 301%;