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)
One of the flashiest ways Good Inside is serving parents at the moment is with its AI chatbot GiGi. Kennedy says she’s “pragmatic;” she knows parents are asking ChatGPT and Claude their middle-of-the-night and mid-meltdown questions. She envisions GiGi as a trusted space for parents; one that fosters more of a “two-way relationship” that connects the dots for users. “A parent might ask about three very different things in three different sessions, but on our end, we see the thread throughout, and can serve up what they might be missing and what might be a helpful next step,” Kennedy says. That kind of predictive support can help get parents out of “fire-extinguishing mode,” Kennedy says. “I always tell parents, better than knowing how to extinguish a fire is actually just having fewer fires.”
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Precision brain imaging of individuals with Parkinson’s disease reveals that the affected circuit is best characterized as a previously described network of brain regions called the somato-cognitive action network. Abnormally high connectivity in this network is associated with Parkinson’s disease and is normalized by effective pharmacological treatment and various brain-stimulation therapies.
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