A research report released by CSC highlights that the swift advancement of AI technology is dramatically reshaping the passive component industry's landscape. This transformation is notably boosting demand in high-end segments such as MLCCs (Multi-Layer Ceramic Capacitors), chip inductors, tantalum capacitors, and packaging materials. Concurrently, it is spurring the development of upstream raw material industries, encompassing nickel powder, carbonyl iron powder, metal soft magnetic powder (cores), and thermal dissipation materials. Given that material performance directly influences device performance, companies boasting technological prowess in upstream raw materials and possessing a comprehensive industrial chain are poised to gain a competitive edge.

New energy vehicles and AI servers have emerged as the primary growth drivers. Specifically, the MLCC consumption per new energy vehicle has soared to 18,000 units (in stark contrast to the mere 3,000 units in traditional fuel vehicles). Similarly, the MLCC demand per AI server has skyrocketed to 28,000 units per server (compared to approximately 2,000 units in conventional servers). This trend is propelling the industry to evolve towards higher power, frequency, and reliability standards.