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[CITIC Construction Investment: The market size of AI chip inductors will expand more than 10 times from 2025 to 2028] On September 7, CITIC Construction Investment released a research report stating that there are three major directions for upgrading AI chip inductors: With the upgrade of computing power and power growth, the usage of inductors has increased significantly, and the number of inductors has increased significantly. Faced with the conflict between the available area of the PCB board and the problem of reduced power supply efficiency, there are three major upgrade directions for AI chip inductors: 1. Single-phase inductors move to multi-phase inductors, 2. Horizontal power supply turns to VPD vertical power supply, 3. NON-TLVR inductors turn to TLVR inductors. Driven by the triple drivers of volume, price, and structure, the AI ​​chip inductor market is rapidly expanding, with the market size expanding 10 times from 2025 to 2028. In the future, chip inductors will face multiple drivers. The growth of computing power will drive the demand for chip inductors to increase, and the chip power will increase. This will drive the increase in the usage of unit chip inductors, and the inductor performance requirements will be upgraded. This will drive the upgrade of inductor types and the increase in value. The market size will increase from 2.4 billion in 2025 to over 30 billion in 2028, and the market will expand more than 10 times.
Brokerage strategy 🕐 2026-09-07 15:14

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