CSC Financial research note projects the AI-chip inductor market will expand more than tenfold from 2025 to 2028, driven by rising compute and chip power. Key upgrade paths: single-phase to multi-phase inductors; horizontal power delivery to VPD (ver

2026-09-07

CSC Financial research note projects the AI-chip inductor market will expand more than tenfold from 2025 to 2028, driven by rising compute and chip power. Key upgrade paths: single-phase to multi-phase inductors; horizontal power delivery to VPD (vertical power delivery); and NON-TLVR to TLVR inductors. The report flags constraints from PCB area and falling power delivery efficiency as drivers of the shift. Volume, price and structural change are cited as joint drivers, with market size forecast to rise from 2.4 bln yuan in 2025 to over 30 bln yuan by 2028 as per-unit inductor usage and value increase.