Mutengo wema "multilayer ceramic capacitors" (MLCCs), anowanzonzi "mupunga" wemidziyo yeruzivo (IT), uri kukwira zvakanyanya. Kukwira kwemitengo uku kuri kukonzerwa nekushaikwa kwenguva refu kweMLCCs nekuda kwekuwedzera kwekudyara muzvivakwa zvehungwaru hwekugadzira (AI).
Vagadziri vatatu vakuru veMLCC pasi rose—Samsung Electro-Mechanics, Murata Manufacturing, naTaiyo Yuden—vachangobva kukwidza mitengo panguva imwe chete uye vanoita sevari kukurumidza kuisa mari mumafekitori kuti vawedzere kuwanikwa kwemagetsi. Panguva iyi, mamwe makambani matsva ekuChina ari kutora mukana uyu wekutonga musika weMLCC une mitengo yakaderera kusvika yepakati.
Kukura kweAI kwawedzera mitengo yeMLCC
Sekureva kwevanoona nezveindasitiri, Taiyo Yuden, kambani yechitatu pakukura pasi rose yeMLCC (multilayer ceramic capacitor) ine muzinda wayo muJapan, munguva pfupi yapfuura yakazivisa vatengi vayo kuti ichawedzera mitengo yezvigadzirwa zveMLCC kutanga munaGunyana uno. Uku ndiko kuwedzera kwemitengo kwekambani kechipiri gore rino, asi kuwedzera kwacho hakusati kwaziviswa. Taiyo Yuden akatsanangura kuti, "Kubva gore rapfuura, tanga tichishanda nesimba kuderedza mitengo kuti tikwanise kugadzirisa mitengo yezvinhu zvakagadzirwa, asi mamiriro acho ezvinhu asvika padanho risingatsungiririki." Murata Manufacturing, imwe kambani inotungamira pasi rose yeMLCC ine mugove wemusika we40%, yakasimudza mitengo yezvigadzirwa zvayo zveMLCC munaKurume wapfuura.
Samsung Electro-Mechanics, iyo inonyatsoongorora mafambiro emusika, yakasarudzawo kukwidza mitengo yezvigadzirwa zvese zveMLCC ne30% kutanga musi wa1 Gunyana.
Muzvigadzirwa zvemagetsi, maMLCC (multilayer ceramic capacitors) anoshanda se "madhamu." Anochengeta simba remagetsi uye anoriendesa zvakanaka kwarinodiwa, nokudaro achibatsira michina ye semiconductor kushanda zvakanaka. MaMLCC anoshandiswawo zvakanyanya mumaseva e data center. Kushandiswa kweMLCC kwakawedzera zvakanyanya, kunyanya mumaseva eAI anobata mitoro yakawanda yekuverenga. Izvi zvinodaro nekuti nemidziyo ye semiconductor inoshanda zvakanyanya, ine simba guru senge mayuniti ekugadzirisa mifananidzo (GPUs) uye memory ye bandwidth (HBM) inoshanda nguva dzese, huwandu hwenzvimbo dzinoda kugoverwa kwesimba kwakasimba hwakawedzerawo.
Mumwe munhu anoona nezvebasa iri akati, "Huwandu hweMLCCs dzine simba guru mumaseva eAI akatsaurirwa hwakapetwa kagumi kupfuura hwemaseva egore akajairika."
Nguva yekutumira MLCC ine simba guru: mwedzi 7
Indasitiri yezvemagetsi iri kunyunyuta kuti kuve nechokwadi chekuti kuwanikwa kweMLCCs (multilayer ceramic capacitors) kwatove kwakaoma zvikuru, tisingatauri nezvekukwidza mitengo. Sekureva kwedata kubva kukambani yekutsvagisa musika yeFuture Electronics, kubva muna Chikunguru, nguva yekutanga yeMurata Manufacturing's 1 microfarad (μF) uye MLCCs hombe yakanga yasvika mavhiki makumi matatu, kuwedzera kwemavhiki matanhatu kubva pamavhiki makumi maviri nemana muna Chikumi. Vagadziri veMLCC vatanga kuwedzera mari yekudyara mumidziyo kuti vasangane nezvinodiwa pamusika.
Samsung Electro-Mechanics yakati panguva yekufona kwayo mukota yekutanga muna Kubvumbi, "Tinotarisira kuti mari yatakashandisa gore rino iwedzere kaviri kupfuura yegore rapfuura." Murata Manufacturing yakazivisawo muna Kubvumbi kuti "icharamba ichiisa mari kuti iwedzere kugona kwayo kugadzira MLCC."
Zvisinei, vanhu vari muindasitiri iyi vanofanotaura kuti kushomeka kwezvekushandisa muMLCC kucharamba kuripo munguva pfupi. Izvi zvinodaro nekuti nzvimbo dzeruzivo rwekugadzira dziri kukura nekukurumidza, nepo paine makambani mashoma anogadzira MLCC. Mumwe munhu ari muindasitiri akati, "Kunyangwe makambani matatu makuru, ayo anotora chikamu chinosvika 70% chemusika weMLCC, achiisa mari yakawanda mukuvaka mafekitori, zvichave zvakaoma kuwedzera kugadzirwa munguva pfupi."
Saka, fungidziro dzinoratidza kuti vagadziri vatatu vakuru veMLCC vacharamba vachiwana purofiti yakawanda mune ramangwana. Panguva iyi, mamwe fungidziro anoratidza kuti dambudziko rekutengeswa kweMLCC richapa mikana yekuwedzera kumakambani ekuChina. Sanhua Group, kambani inotungamira mukugadzira MLCC yekuChina, yakanyorwa paHong Kong Stock Exchange muna Chikunguru, yakawana HK$7.16 bhiriyoni (inenge 1.3 trillion won) yekuvaka mafekitori matsva muThailand neGermany. Fenghua Advanced Technology, imwe kambani yekuChina, yakapedza chirongwa chekuvaka fekitori muzvikamu zvitatu kubva muna 2020, nekudyara mari inosvika mabhiriyoni 7.5 yuan (inenge 1.6 trillion won). Kugona kwayo kugadzira MLCC pamwedzi kwasvika mabhiriyoni makumi mashanu, inenge hafu yekukwanisa kweSamsung Electro-Mechanics.
Nguva yekutumira: Nyamavhuvhu-17-2026