盛讚MLCC是AI賣鏟人！大摩估「6年翻倍」點名村田與國巨

Yahoo Entertainment - 2026年9月15日

盛讚MLCC是AI賣鏟人！大摩估「6年翻倍」點名村田與國巨

AI伺服器與資料中心對高價值MLCC的需求正進入爆發期，摩根士丹利預估2025至2031年全球出貨額將以20.3%年複合成長率飆升至444.5億美元，大摩強調「MLCC或許是資料中心支出中槓桿效應最高的AI賣鏟人」，並點名村田製作所與三星電機為最大受惠者。

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