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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）
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Фото: Liesa Johannssen / Reuters
We provided Google with concrete examples from their own infrastructure to demonstrate the issue. One of the keys we tested was embedded in the page source of a Google product's public-facing website. By checking the Internet Archive, we confirmed this key had been publicly deployed since at least February 2023, well before the Gemini API existed. There was no client-side logic on the page attempting to access any Gen AI endpoints. It was used solely as a public project identifier, which is standard for Google services.，这一点在同城约会中也有详细论述
The minister said there would need to be "careful consideration of the impact on emissions".。关于这个话题，服务器推荐提供了深入分析
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