Nichidenbo

8 atoms · 跨 1 天 · 首见 2026-05-24 · 最近 2026-05-24

三色: 🟦 fact 8 · 🟥 take 0 · stance ▲8/▼0/◆0

来源: X 8

时态: fresh:8

标签: 好观点:4 · 好数字:4

预测 (forecast) (3)

• 2026-05-24 · estimates AI server demand to lift 2026 MLCC demand by 11% YoY
  AI server demand is expected to lift 2026 MLCC demand by 11% YoY
  tags: 好数字 · → daily
  value: qty=11% · date=2026
• 2026-05-24 · estimates AI server demand to expand overall capacitor demand by further 30%
  overall capacitor demand potentially expanding by a further 30%
  tags: 好数字 · → daily
  value: qty=30% · date=
• 2026-05-24 · projects AI-related passive component shortages intensifying from 2H26 through 2027
  Nichidenbo further projects that, as next-generation AI server products approach volume production, shortages of AI-related passive components are likely to intensify sharply from 2H26 through 2027
  tags: 好观点 · → daily
  value: qty= · date=2H26-2027

事实 (fact) (5)

• 2026-05-24 · reports lead times for high-spec MLCCs, large-format electrolytic capacitors, and hybrid aluminum electrolytic capacitors stretched from 1.5-2 months to 3-4 months
  Typical lead times have stretched from the previous 1.5–2 months to 3–4 months, with some part numbers facing waits considerably longer than that
  tags: 好数字 · → daily
  value: qty=3-4 months · date=
• 2026-05-24 · reports lead times for some AI-related components extended to six months or more than a year
  lead times for some AI-related components have reportedly extended to six months, or even more than a year
  tags: 好数字 · → daily
  value: qty=six months or more than a year · date=
• 2026-05-24 · notes AI server demand tightening passive component supply
  AI server demand tightens passive component supply, lifting Taiwanese suppliers' share
  tags: 好观点 · → daily
  value: qty= · date=
• 2026-05-24 · states leading Japanese and Korean passive component makers still hold priority supply status in AI server market but AI orders exceeding total production capacity
  leading Japanese and Korean passive component makers still hold priority supply status in the AI server market, but the surge in AI orders is already exceeding their total production capacity
  tags: 好观点 · → daily
  value: qty= · date=
• 2026-05-24 · states AI servers consume far more passive components per rack than automobiles
  AI servers consume far more passive components than automobiles do
  tags: 好观点 · → daily
  value: qty= · date=

时间轴 (近 20)

• 2026-05-24 · fact · notes AI server demand tightening passive component supply · → daily
• 2026-05-24 · fact · reports lead times for high-spec MLCCs, large-format electro · → daily
• 2026-05-24 · forecast · projects AI-related passive component shortages intensifying · → daily
• 2026-05-24 · fact · states leading Japanese and Korean passive component makers · → daily
• 2026-05-24 · fact · reports lead times for some AI-related components extended t · → daily
• 2026-05-24 · forecast · estimates AI server demand to lift 2026 MLCC demand by 11% Y · → daily
• 2026-05-24 · forecast · estimates AI server demand to expand overall capacitor deman · → daily
• 2026-05-24 · fact · states AI servers consume far more passive components per ra · → daily

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