TrendForce says AI-driven demand reallocation is accelerating a structural reshuffle in the MLCC industry. Major Japanese and Korean producers are reallocating volumes away from consumer segments toward AI-application supply, while mainland Chinese suppliers — after expanding international supply chains — have successfully entered MLCC validation processes at tier-1 OEMs including Dell, HP, Asus and Acer.

1、伯恩斯坦在2026年二季度超大规模云厂商专题报告中明确指出，当前云行业算力供给的核心瓶颈已经完成切换，GPU硬件的可得性已经不再是首要限制因素，完成建设、通电调试完毕、可以直接承接业务负载的数据中心物理产能，才是现阶段硬性约束。 2、云厂商即便能够获取充足的GPU服务器硬件，在缺少配套供电、散热与网络条件的数据中心载体的情况下，硬件只能处于库存闲置状态，无法转化为对外交付的有效算力。电力获取、机房建设进度、机房通电投产效率由此上升为行业核心竞争要素。 3、面对该硬性约束，头部云厂商普遍采购第三方已就绪算力作为补充供给，以此承接激增的客户需求，第三方算力采购会直接对云厂商自身毛利率形成压制。能耗指标、电力配套等资源已经成为AI算力扩张的前置条件，资本开支的落地效果直接受制于机房通电投产节奏。（伯恩斯坦9月22日报告）

Russia firmly supports Cuba’s demand for the immediate, full lifting of the trade, economic, financial and energy embargo, Russian Foreign Minister Sergey Lavrov said during UN General Assembly high‑level week in New York. Lavrov met Cuban Foreign Minister Bruno Rodríguez; the two agreed to coordinate positions on international platforms—primarily within the UN framework—and to deepen their strategic partnership to safeguard global and regional security and advance a more multipolar world order.