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)
How to share your real-time location with Google MessagesYou can find the feature in the same place as the old one. To get to it, open a message and tap on the attachment icon on the bottom left. Instead of doing away with the current option, Google has split the "Location" feature into "Real-time location" and "One-time location" options. You'll have to grant location permissions if you haven't already, but that's just the first time you share.
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