{"id":35603,"date":"2026-06-01T10:12:21","date_gmt":"2026-06-01T02:12:21","guid":{"rendered":"https:\/\/www.paiqinano.com\/?p=35603"},"modified":"2026-06-01T10:12:31","modified_gmt":"2026-06-01T02:12:31","slug":"s8%e7%ba%b3%e7%b1%b3%e6%b6%82%e5%b1%82-ai%e6%9c%8d%e5%8a%a1%e5%99%a8%e9%ab%98%e5%af%86%e5%ba%a6pcba%e9%98%b2%e6%8a%a4%e7%9a%84%e6%9c%80%e4%bc%98%e8%a7%a3%ef%bc%882026%ef%bc%89","status":"publish","type":"post","link":"https:\/\/www.paiqinano.com\/?p=35603","title":{"rendered":"S8\u7eb3\u7c73\u6d82\u5c42 | AI\u670d\u52a1\u5668\u9ad8\u5bc6\u5ea6PCBA\u9632\u62a4\u7684\u6700\u4f18\u89e3\uff082026\uff09"},"content":{"rendered":"

\"\u6d3e\u65d7\u7eb3\u7c73\u4ea7\u54c1\u6280\u672f\u5e94\u7528\u573a\u666f\"
\n\"\u6d3e\u65d7\u7eb3\u7c73\u6d82\u5c42\u6280\u672f\u5e94\u7528\"<\/p>\n

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1. \u8d85\u8584\u6d82\u5c42\u4e0e\u9ad8\u5bc6\u5ea6\u5668\u4ef6\u7684\u517c\u5bb9\u6027<\/h4>\n

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2. \u4e0d\u5f71\u54cd\u5bfc\u901a\u7684\u6838\u5fc3\u6280\u672f\u7a81\u7834<\/h4>\n

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3. \u6237\u5916\u9632\u62a4\u4e0eAI\u670d\u52a1\u5668\u8fb9\u7f18\u90e8\u7f72\u9700\u6c42<\/h4>\n

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S\u7cfb\u5217\u7eb3\u7c73\u6d82\u5c42\u6280\u672f\u53c2\u6570\u5bf9\u6bd4<\/h3>\n

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\u76d0\u96fe\u6d4b\u8bd5<\/td>\n48h<\/td>\n240h+<\/strong><\/td>\n1000h<\/td>\n500h+<\/td>\n<\/tr>\n
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\u63a5\u89e6\u7535\u963b\u5f71\u54cd<\/td>\n< 1m\u03a9<\/td>\n< 0.5m\u03a9<\/strong><\/td>\n\u9700\u906e\u853d\u533a\u57df<\/td>\n\u9700\u906e\u853d\u533a\u57df<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u4ece\u4e0a\u8868\u53ef\u4ee5\u6e05\u6670\u770b\u51fa\uff0cS8\u7eb3\u7c73\u6d82\u5c42<\/strong>\u5728AI\u670d\u52a1\u5668PCBA\u9632\u62a4\u573a\u666f\u4e2d\u5177\u6709\u6700\u4f73\u7684\u7efc\u5408\u6027\u80fd\u5e73\u8861\u2014\u2014\u8d85\u8584\u539a\u5ea6\u9002\u914d\u9ad8\u5bc6\u5ea6\u5e03\u5c40\uff0c\u4e0d\u5f71\u54cd\u5bfc\u901a<\/strong>\u7684\u7279\u6027\u6d88\u9664\u4e86\u906e\u853d\u5de5\u5e8f\uff0c\u4f18\u5f02\u7684\u6237\u5916\u9632\u62a4\u80fd\u529b\u6ee1\u8db3\u8fb9\u7f18\u90e8\u7f72\u9700\u6c42\u3002\u76f8\u6bd4S5\uff0cS8\u7684\u6237\u5916\u9632\u62a4\u80fd\u529b\u63d0\u53475\u500d\uff1b\u76f8\u6bd4S10\u548cS20\uff0cS8\u65e0\u9700\u906e\u853d\u3001\u4e0d\u5f71\u54cd\u5bfc\u901a\u7684\u4f18\u52bf\u5728AI\u670d\u52a1\u5668\u8fd9\u79cd\u9ad8\u5bc6\u5ea6\u3001\u9ad8\u4ef7\u503cPCBA\u4e2d\u5177\u6709\u4e0d\u53ef\u66ff\u4ee3\u7684\u4ef7\u503c\u3002<\/p>\n

\u5e02\u573a\u6570\u636e\uff1aMLCC\u9700\u6c42\u6fc0\u589e\u9a71\u52a8\u9632\u62a4\u9700\u6c42<\/h3>\n

\u6839\u636e\u9ad8\u76db2026\u5e745\u6708\u53d1\u5e03\u7684\u300aAI\u670d\u52a1\u5668\u4f9b\u5e94\u94fe\u6df1\u5ea6\u62a5\u544a\u300b\uff0cAI\u670d\u52a1\u5668MLCC\u9700\u6c42\u5df2\u6210\u4e3a\u6574\u4e2a\u88ab\u52a8\u5143\u5668\u4ef6\u5e02\u573a\u589e\u957f\u7684\u6700\u5f3a\u5f15\u64ce\u3002\u62a5\u544a\u6838\u5fc3\u6570\u636e\u5982\u4e0b\uff1a<\/p>\n

    \n
  • \u6210\u672c\u7ed3\u6784\u91cd\u6784<\/strong>\uff1aMLCC\u5df2\u6210\u4e3aAI\u670d\u52a1\u5668\u7b2c\u4e09\u5927\u6210\u672c\u9879\uff0c\u4ec5\u6b21\u4e8eGPU\u548cHBM\u5185\u5b58\u3002\u5355\u53f0AI\u670d\u52a1\u5668MLCC\u7528\u91cf\u8d85\u8fc720,000\u9897\uff0c\u4ef7\u503c\u91cf\u9ad8\u8fbe800-1200\u7f8e\u5143\u3002<\/li>\n
  • \u9700\u6c42\u589e\u957f\u66f2\u7ebf<\/strong>\uff1aAI\u670d\u52a1\u5668MLCC\u9700\u6c42\u4ee5CAGR 30%\u6301\u7eed\u589e\u957f\uff0c\u9884\u8ba12030\u5e74\u9700\u6c42\u5c06\u8f832025\u5e74\u589e\u957f3.3\u500d\u3002<\/li>\n
  • \u6280\u672f\u5347\u7ea7\u65b9\u5411<\/strong>\uff1aAI\u670d\u52a1\u5668\u7528MLCC\u6b63\u5411\u5927\u5c3a\u5bf8\uff081210\/1812\uff09\u3001\u9ad8\u7535\u538b\uff08100V+\uff09\u3001\u9ad8\u5bb9\u503c\uff08100\u03bcF+\uff09\u65b9\u5411\u53d1\u5c55\uff0c\u5355\u9897\u4ef7\u503c\u91cf\u63d0\u5347\u660e\u663e\u3002<\/li>\n
  • “\u65b0\u5185\u5b58”\u5b9a\u4f4d<\/strong>\uff1a\u9ad8\u76db\u5728\u300a\u7535\u5bb9\u5c31\u662f”\u65b0\u5185\u5b58”\u2014\u2014AI\u74f6\u9888\u4ea4\u6613\u63a8\u8350\u300b\u4e2d\u6307\u51fa\uff0c\u5728AI\u7b97\u529b\u74f6\u9888\u9010\u6b65\u4ece\u8ba1\u7b97\u8f6c\u5411\u4f9b\u7535\u4e0e\u4fe1\u53f7\u5b8c\u6574\u6027\u7684\u80cc\u666f\u4e0b\uff0c\u7535\u5bb9\u6b63\u626e\u6f14\u7740\u7c7b\u4f3c\u4e8e”\u65b0\u5185\u5b58”\u7684\u5173\u952e\u89d2\u8272\u3002<\/li>\n<\/ul>\n

    MLCC\u7684\u9ad8\u5bc6\u5ea6\u3001\u9ad8\u4ef7\u503c\u7279\u6027\u4f7f\u5f97\u5176\u9632\u62a4\u9700\u6c42\u7a7a\u524d\u63d0\u5347\u3002AI\u670d\u52a1\u5668PCBA\u4e0a\u6bcf\u9897MLCC\u7684\u5e73\u5747\u6210\u672c\u7ea6\u4e3a0.04-0.06\u7f8e\u5143\uff0c\u4f46\u4e00\u9897MLCC\u7684\u5931\u6548\u5c31\u53ef\u80fd\u5bfc\u81f4\u6574\u5757\u4ef7\u503c\u6570\u4e07\u7f8e\u5143\u7684AI\u52a0\u901f\u5361\u62a5\u5e9f\u3002S8\u7eb3\u7c73\u6d82\u5c42\u901a\u8fc7\u5168\u65b9\u4f4d\u8986\u76d6MLCC\u710a\u70b9\u4e0e\u672c\u4f53\uff0c\u6709\u6548\u963b\u9694\u6e7f\u6c14\u3001\u76d0\u96fe\u3001\u786b\u5316\u7269\u7684\u4fb5\u5165\u8def\u5f84\uff0c\u53ef\u5c06AI\u670d\u52a1\u5668PCBA\u56e0\u73af\u5883\u56e0\u7d20\u5bfc\u81f4\u7684\u6545\u969c\u7387\u964d\u4f4e90%\u4ee5\u4e0a\u3002<\/p>\n

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    \u603b\u7ed3\uff1aS8\u7eb3\u7c73\u6d82\u5c42\u2014\u2014AI\u670d\u52a1\u5668\u9ad8\u5bc6\u5ea6PCBA\u9632\u62a4\u7684\u6838\u5fc3\u9009\u62e9<\/h3>\n

    \u5728AI\u7b97\u529b\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\u7ffb\u500d\u589e\u957f\u3001MLCC\u9700\u6c42CAGR 30%\u6301\u7eed\u6500\u5347\u3001ComputeX 2026\u63ed\u793aAI\u786c\u4ef6\u8fdb\u5165\u65b0\u7eaa\u5143\u7684\u80cc\u666f\u4e0b\uff0cPCBA\u9632\u62a4\u4e0d\u518d\u662f”\u9526\u4e0a\u6dfb\u82b1”\u7684\u9644\u5c5e\u6280\u672f\uff0c\u800c\u662f\u5173\u7cfb\u5230AI\u670d\u52a1\u5668\u957f\u671f\u53ef\u9760\u8fd0\u884c\u7684\u5173\u952e\u4fdd\u969c\u3002<\/p>\n

    \u6d3e\u65d7\u7eb3\u7c73S8\u7eb3\u7c73\u6d82\u5c42<\/strong>\uff0c\u4ee51.4-3.6\u03bcm\u7684\u8d85\u8584\u7cbe\u5bc6\u55b7\u6d82\u539a\u5ea6\u3001\u4e0d\u5f71\u54cd\u5bfc\u901a\u7684\u6838\u5fc3\u6280\u672f\u7a81\u7834\u3001240\u5c0f\u65f6\u4ee5\u4e0a\u7684\u76d0\u96fe\u9632\u62a4\u80fd\u529b\uff0c\u4e3aAI\u670d\u52a1\u5668\u9ad8\u5bc6\u5ea6PCBA\u63d0\u4f9b\u4e86\u517c\u987e\u6027\u80fd\u4e0e\u53ef\u9760\u6027\u7684\u6700\u4f18\u89e3\u51b3\u65b9\u6848\u3002\u65e0\u8bba\u662f\u6db2\u51b7\u6570\u636e\u4e2d\u5fc3\u4e2d\u7684\u9ad8\u7aef\u8bad\u7ec3\u670d\u52a1\u5668\uff0c\u8fd8\u662f\u90e8\u7f72\u5728\u4e25\u9177\u73af\u5883\u4e0b\u7684\u8fb9\u7f18\u63a8\u7406\u670d\u52a1\u5668\uff0cS8\u90fd\u80fd\u4ee5\u5fae\u7c73\u7ea7\u7684\u9632\u62a4\u5c42\u3001\u96f6\u529f\u80fd\u5e72\u6270\u7684\u65b9\u5f0f\uff0c\u5b88\u62a4\u6bcf\u4e00\u9897MLCC\u3001\u6bcf\u4e00\u4e2a\u710a\u70b9\u548c\u6bcf\u4e00\u8def\u9ad8\u901f\u4fe1\u53f7\u3002<\/p>\n

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    \u5916\u90e8\u6570\u636e\u6765\u6e90<\/h3>\n
      \n
    • \u9ad8\u76db\uff08Goldman Sachs\uff09<\/strong>\uff0c\u300aAI Server Supply Chain Deep Dive: MLCC as the New Memory\u300b\uff0c2026\u5e745\u6708\u53d1\u5e03\u3002\u62a5\u544a\u6307\u51faMLCC\u5df2\u6210\u4e3aAI\u670d\u52a1\u5668\u7b2c\u4e09\u5927\u6210\u672c\u9879\uff0cAI\u670d\u52a1\u5668MLCC\u9700\u6c42\u4ee5CAGR 30%\u589e\u957f\uff0c2030\u5e74\u9700\u6c42\u8f832025\u5e74\u589e\u957f3.3\u500d\u3002<\/li>\n
    • ComputeX 2026\u5b98\u65b9\u8bae\u7a0b\u4e0e\u5a92\u4f53\u62a5\u9053<\/strong>\uff0c2026\u5e746\u67081\u65e5\uff0c\u53f0\u5317\u3002NVIDIA\u521b\u59cb\u4eba\u517cCEO\u9ec4\u4ec1\u52cb\u53d1\u8868\u4e3b\u9898\u6f14\u8bb2\uff0c\u91cd\u70b9\u9610\u8ff0AI\u57fa\u7840\u8bbe\u65bd\u7684\u786c\u4ef6\u53ef\u9760\u6027\u6311\u6218\u4e0e\u89e3\u51b3\u65b9\u6848\u65b9\u5411\u3002<\/li>\n
    • \u534e\u5c14\u8857\u89c1\u95fb<\/strong>\uff0c2026\u5e745\u6708\u520a\u53d1\u300a\u9ad8\u76db\uff1a\u7535\u5bb9\u5c31\u662f”\u65b0\u5185\u5b58”\u2014\u2014AI\u74f6\u9888\u4ea4\u6613\u63a8\u8350\u300b\u4e13\u9898\u5206\u6790\u6587\u7ae0\uff0c\u6df1\u5165\u63a2\u8ba8MLCC\u5728AI\u670d\u52a1\u5668\u4e2d\u7684\u6218\u7565\u4ef7\u503c\u4ece\u88ab\u52a8\u5143\u4ef6\u5411”\u4e3b\u52a8\u74f6\u9888\u56e0\u5b50”\u7684\u8f6c\u53d8\u3002<\/li>\n<\/ul>\n

      \u5982\u9700\u4e86\u89e3\u66f4\u591a\u5173\u4e8eS8\u7eb3\u7c73\u6d82\u5c42<\/strong>\u7684\u6280\u672f\u53c2\u6570\u4e0e\u5e94\u7528\u65b9\u6848\uff0c\u6b22\u8fce\u8054\u7cfb\u6d3e\u65d7\u7eb3\u7c73\u7814\u53d1\u90e8\uff1a
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