广东MLCC三巨头AI计算需求带动业绩增长

Guangdong’s MLCC ‘Three Musketeers’ Ride the AI Compute Wave to Stronger Earnings

精选理由

三环、风华、威隆这三家广东MLCC企业因AI计算需求业绩大涨,了解电子元件如何受益于AI浪潮。

AI 摘要

潮州三环集团上半年业绩大幅增长,AI计算需求推动了MLCC产品销售。广东MLCC三巨头包括三环集团、风华高科和威隆半导体。MLCC是电子元器件中的关键产品,广泛应用于AI计算设备。

原文 · pandaily

Guangdong’s MLCC ‘Three Musketeers’ Ride the AI Compute Wave to Stronger Earnings

Chaozhou Three-circle (Group) posted surging first-half earnings as AI compute drives demand for MLCCs, alongside peers Fenghua and WiRong in Guangdong’s “three musketeers” component cluster.