被動元件綜合新聞

AI server power density is stretching high-end MLCC supply, pushing lead times to 16–20 weeks and creating openings for Taiwanese passive-component suppliers.

AI 高功率電源需求快速吃掉高階 MLCC 產能，部分產品交期拉長到 16–20 週以上，也讓台系被動元件廠取得規格升級機會。

A roughly US$1.038 billion silicon-capacitor supply agreement for AI semiconductors highlights growing demand for ultra-thin, high-density capacitors near advanced chips.

約 10.38 億美元的 AI 半導體矽電容長約，凸顯先進封裝對低高度、高密度、可貼近晶片的電容需求正在快速升溫。

TENTA Electric has built more than four decades of film capacitor expertise from Taiwan, combining self-healing metallized film technology, global safety certifications, ESG-ready manufacturing, and a…

TENTA 天泰電機以四十餘年薄膜電容製造經驗，從台中出發走向全球市場，憑藉自癒式金屬化薄膜工藝、X1/X2/Y2 安規電容認證與非紅供應鏈布局，成為綠色科技與電力安全的重要支撐。

Ferrite demand is rising with EVs, renewable energy, smart meters, and automotive electronics, turning magnetic materials into a strategic supply-chain issue.

電動車、再生能源、智慧電表與車用電子需求升溫，讓鐵氧體與磁性元件從低調材料變成供應鏈戰略焦點。

AI server demand is stretching lead times for high-end MLCCs and power-related capacitors, turning passive components into a fresh capacity bottleneck.

AI 伺服器需求升溫，使高階 MLCC 與電源相關電容交期拉長，被動元件正從配角變成供應鏈風險焦點。