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The article focuses on the specific hardware evolution of TLVR inductors for AI chips, detailing technical shifts like multiphase designs and vertical power supplies that directly impact AI infrastructure performance. While it mentions market expansion projections, the core subject matter is strictly tied to the supply chain components essential for next-generation AI computing systems.
CITIC Securities: TLVR Chip Inductors See Increased Unit Value, Industry Market Expands Rapidly
36Kr reports that a CITIC Securities research note states that multiphase TLVR inductors are the inevitable trend. The three major industrial trends for AI chip inductors are: 1. Single-phase inductors evolving into multiphase inductors, increasing density; 2. Shifting from horizontal power supply to VPD vertical power supply, improving efficiency; 3. Transitioning from NON-TTLVR to TLVR inductors, boosting unit value. Multiphase TLVR inductors will become essential. The AI chip inductor market is projected to expand more than tenfold between 2025 and 2028. Future growth for chip inductors is driven by multiple factors; as AI chip shipments increase, chip power rises, and inductor performance upgrades, the AI chip inductor market will expand rapidly, with growth rate equal to the product of shipment multiples, power improvement multiples, and per-unit value enhancement multiples.
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