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An AI server consumes 15 times more capacitors: MLCC, substrates, and TCB may become new winners in the chip supply chain.

An AI server consumes 15 times more capacitors: MLCC, substrates, and TCB may become new winners in the chip supply chain.

``` The wave of AI infrastructure construction is spreading deep into the supply chain, accelerating the entry of previously little-known component manufacturers into investors’ sights. As computing power demand continues to surge, AI servers consume far more electronic components than traditional servers, with the usage gap for some parts reaching dozens
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