Nūhou ʻOihana: Hoʻokele ka hemahema o ka lako o nā Capacitors Ceramic Multilayer i nā piʻi kumukūʻai

Wahi a nā poʻe loea o ka ʻoihana, ua hoʻomaopopo koke aku nei ʻo Taiyo Yuden, ka mea hana MLCC (multilayer ceramic capacitor) nui loa o ka honua me ke keʻena nui ma Iapana, i kāna mau mea kūʻai aku e hoʻokiʻekiʻe ia i nā kumukūʻai huahana MLCC e hoʻomaka ana i kēia Kepakemapa. ʻO kēia ka lua o ka hoʻonui kumukūʻai o ka hui i kēia makahiki, akā ʻaʻole i hoʻolaha ʻia ka hoʻonui kikoʻī. Ua wehewehe ʻo Taiyo Yuden, "Mai ka makahiki i hala, ua hana ikaika mākou e hōʻemi i nā kumukūʻai e kū ai i ke piʻi ʻana o nā kumukūʻai maka, akā ua hiki ke kūlana i kahi pae hiki ʻole ke hoʻomanawanui." ʻO Murata Manufacturing, kekahi mea hana MLCC honua alakaʻi me kahi māhele mākeke o 40%, ua hoʻokiʻekiʻe i kāna mau kumukūʻai huahana MLCC i Malaki i hala.

Ua hoʻoholo pū ʻo Samsung Electro-Mechanics, ka mea e nānā pono ana i nā ʻano mākeke, e hoʻokiʻekiʻe i nā kumukūʻai o nā huahana MLCC āpau ma 30% e hoʻomaka ana i Kepakemapa 1.

I loko o nā huahana uila, hana nā MLCC (multilayer ceramic capacitors) ma ke ʻano he "dams." Mālama lākou i ka ikehu uila a hāʻawi paʻa iā ia i kahi e pono ai, no laila e kōkua ana i nā mea semiconductor e hana maʻalahi. Hoʻohana nui ʻia nā MLCC i nā kikowaena kikowaena ʻikepili. Ua piʻi nui ka hoʻohana ʻana o nā MLCC, ʻoi aku hoʻi i nā kikowaena AI e lawelawe ana i nā ukana computational kiʻekiʻe. ʻO kēia no ka mea me nā mea semiconductor hana kiʻekiʻe, mana kiʻekiʻe e like me nā ʻāpana hana kiʻi (GPU) a me ka hoʻomanaʻo bandwidth kiʻekiʻe (HBM) e hana ana a puni ka uaki, ua piʻi pū ka nui o nā wahi e pono ai ka hoʻokaʻawale mana paʻa.

Ua ʻōlelo kekahi loea o ka ʻoihana, "ʻOi aku ka nui o nā MLCC kiʻekiʻe-mana ma nā kikowaena AI i hoʻolaʻa ʻia ma mua o ʻumi manawa ma mua o nā kikowaena ao maʻamau."

Ka manawa hoʻouna MLCC kiʻekiʻe: 7 mahina

Ke hoʻopiʻi nei ka ʻoihana uila e paʻakikī loa ana ka hōʻoia ʻana i ka hoʻolako ʻana i nā MLCC (multilayer ceramic capacitors), ʻaʻole hoʻi e hoʻokiʻekiʻe i nā kumukūʻai. Wahi a ka ʻikepili mai ka ʻoihana noiʻi mākeke ʻo Future Electronics, e like me Iulai, ua hōʻea ka manawa alakaʻi no ka 1 microfarad (μF) a Murata Manufacturing a me nā MLCC nui aʻe i 30 mau pule, he piʻi ʻana o 6 mau pule mai 24 mau pule i Iune. Ua hoʻomaka nā mea hana MLCC e hoʻonui i ka hoʻopukapuka lako e hoʻokō i ke koi o ka mākeke.

Ua ʻōlelo ʻo Samsung Electro-Mechanics i kāna kāhea loaʻa kālā no ka hapaha mua i ʻApelila, "Manaʻo mākou e ʻoi aku ka pālua o kā mākou hoʻopukapuka kālā i kēia makahiki ma mua o ka makahiki i hala." Ua hoʻolaha pū ʻo Murata Manufacturing i ʻApelila e "hoʻomau i ka hoʻopukapuka kālā e hoʻonui i ka hiki ke hana MLCC."

Eia nō naʻe, ua wānana nā poʻe loea o ka ʻoihana e hoʻomau ka nele o ka lako MLCC i ka wā pōkole. ʻO kēia no ka mea ke ulu wikiwiki nei nā kikowaena ʻikepili akamai hana, ʻoiai he kakaikahi loa nā hui e hana ana i nā MLCC. Ua ʻōlelo kekahi loea o ka ʻoihana, "ʻOiai me nā hui nui ʻekolu, nona ka 70% o ka māhele mākeke MLCC, e hoʻopukapuka ikaika ana i nā hale hana kūkulu, e paʻakikī ke hoʻonui i ka hana ʻana i ka wā pōkole."

No laila, hōʻike nā wānana e hoʻomau nā mea hana MLCC nui ʻekolu i ka mālama ʻana i ka loaʻa kālā kiʻekiʻe i ka wā e hiki mai ana. I kēia manawa, hōʻike kekahi mau wānana e hāʻawi ka pilikia lako MLCC i nā manawa hoʻonui no nā ʻoihana Kina. ʻO Sanhua Group, kahi mea hana MLCC Kina alakaʻi, i helu ʻia ma ka Hong Kong Stock Exchange i Iulai, e hōʻiliʻili ana i ka HK$7.16 biliona (ma kahi o 1.3 trillion won) e kūkulu i nā hale hana hou ma Thailand a me Kelemania. Ua hoʻopau ʻo Fenghua Advanced Technology, kekahi hui Kina, i kahi papahana kūkulu hale hana i ʻekolu mau pae mai ka makahiki 2020, me ka huina kālā he 7.5 biliona yuan (ma kahi o 1.6 trillion won). Ua hiki aku kona hiki ke hana i ka MLCC i kēlā me kēia mahina i 50 biliona ʻāpana, ma kahi o ka hapalua o ka hiki o Samsung Electro-Mechanics.