15:27Impact score 1010AI芯片繁荣重塑电容需求TrendForce指出AI芯片繁荣正在重塑电容需求。这反映了AI服务器对被动元件的高密度需求。关注电容板块的结构性需求转变。CapacitorsPPTCTrendForce, SCHURTERMarket AnalysisMoreRelated manufacturersTrendForce, SCHURTERImpact score10 / 100, low impact