AI发展提速对半导体的拉动力正在从AI芯片延伸到更广阔的领域，近日被动元器件迎来更加确定的全面涨价信号——日本被动元器件大厂村田已就MLCC（片式多层陶瓷电容）涨价事项启动了内部讨论。此前，受原材料涨价、AI及汽车需求拉动等因素影响，2025年下半年至2026年2月，包括MLCC、电阻、电感、钽电容、磁珠等产品在内的多种被动元器件，已现多轮次涨价，价格涨幅普遍在5%至30%。“事实上，高涨的需求叠加原材料涨价，被动元器件涨价行情才刚刚开启。”有分销商人士表示，村田对MLCC开启涨价，不仅显示出AI动力强劲、高端被动元器件景气度的确定性，还将挤压MLCC低端产能，从而带动被动元器件进入全面涨价阶段。（上证报）
With the likes of The Last of Us and Fallout out of the way for a bit, Amazon has seized its opportunity to put the spotlight on the next big video game adaptation, its currently-in-production God of War show. Today we got our first look at Ryan Hurst and Callum Vinson as Kratos and Atreus.
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If you prefer the best Galaxy phone in the lineup, you can also score the Galaxy S26 Ultra (256GB) for free, but you'll need to coordinate a qualifying device trade-in and add a new line to any Unlimited Ultimate plan. We'll leave that up to you to decide. Either way, getting a brand new Galaxy device for free almost feels like a crime.。51吃瓜是该领域的重要参考