3. 荷兰安世半导体单方面停止供货的行为，完全置客户利益于不顾，严重违反合同约定和商业合作原 则，严重破坏了客户信任，是极其不负责任的做法。 3. Nexperia Netherlands's unilateral suspension of supply completely disregards customer interests, severely violates contractual agreements and commercial cooperation principles, and gravely undermines customer trust. This is an extremely irresponsible act. 4. 目前，安世中国已建立充足的成品与在制品库存，能够稳定、持续地满足广大客户直至年底乃至更 长 时间的订单需求，供应链安全可靠。为确保供应的长期性与韧性，我们已积极启动多套预案，正在 加 紧验证新的晶圆产能。我们对在短期内完成验证、并自明年起无缝衔接满足所有客户需求充满信 心。 尊敬的客户： Dear Valued Customers: 你们好！相信大家已经获 ...

Core Viewpoint - Naxin Micro, a leading analog chip manufacturer in Suzhou, China, has re-submitted its application for listing on the Hong Kong Stock Exchange, aiming to raise funds for enhancing technology capabilities, expanding product offerings, and increasing overseas sales networks [6][22]. Financial Performance - Naxin Micro's revenue for 2022 was approximately 1.67 billion RMB, with a net profit of 250 million RMB. However, in 2023, the company reported a net loss of 305 million RMB [8][10]. - The company sold around 3 billion chips in 2022, with a significant increase in revenue in the first half of 2025, showing a year-on-year growth of 79.5% due to rising demand in automotive electronics and industrial automation [10][30]. Product Lines and Market Position - Naxin Micro operates three main product lines: sensor products, signal chain chips, and power management chips, with sensor products' revenue share increasing annually [11][18]. - In the Chinese analog chip market, Naxin Micro ranks fifth overall and first in automotive and digital isolation chips [22][25]. Market Trends and Growth - The Chinese analog chip market is projected to reach 195.3 billion RMB by 2024, with Naxin Micro expected to maintain a strong position in automotive electronics, contributing to 34% of total revenue in the first half of 2025 [22][32]. - The company has seen a compound annual growth rate of 36.4% in revenue from automotive electronics from 2022 to 2024 [33]. Research and Development Focus - Naxin Micro plans to prioritize the development of high-precision sensors tailored for automotive and energy applications, aiming to enhance its product matrix in the automotive sector [37][39]. - The company is also exploring emerging markets such as humanoid robotics, with plans to develop various high-performance products for this sector [40]. Customer Base and Revenue Distribution - The revenue from the top five customers has decreased from 43.8% in 2022 to an estimated 28.8% in 2025, indicating a diversification in the customer base [42][43]. - Naxin Micro's sales to its largest customer accounted for 16.6% of total revenue in 2023, reflecting a shift towards a broader customer distribution [44].

01. 高速传输速率发展历程 标准演进 1 表 1：OIF-CEI框架的发展历程 InfiniBand （无限 带宽 ， 缩 写 为 IB ）是另一个用于高性能 计 算的 电脑 网 络 通信 标 准，它具有 极 高的 吞 吐量和 极 低的延 迟 ，用于 电脑 与 电脑 之 间 的数据互 连 ，也用作高速存 储 系 统 之 间 的互 连 。最新推出的 Infiniband XDR互连产品的单通道速率高达200Gbps，同样也采用PAM4编码调制技术。 技术驱动因素 2 IEEE 802.3系列 标 准作 为 以太网技 术 的基 础 ，近年来不断推 动 着数据 传输 速率的提升。 从 2010年代的100Gbps（802.3bj）和200Gbps（802.3cd）， 到2020年代的400Gbps（802.3ck）乃至 当今的 1.6Tbps（802.3dj），以太网技 术经历 了 飞 速的 发 展，目前 IEEE 802.3dj 单通道支持的最大速率超过 200Gbps。与此同 时 ， 调 制技 术 也从 传统 的 NRZ（非 归 零 码 ）向 PAM4（四 电 平脉冲幅度 调 制） 转变 ， 这 一 转变 使 ...

算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 放半年就亏3万 有料单不知道怎么推广？ 芯片超人已经 累计服务2.1万用户 ，打折清库存，最快半天完成交易！ 找不到，卖不掉，价格还想再好 点 ，都可以来找我们！ 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | Nexperia | BCV47-QR | 50k-100k | | Nexperia | BAS16J-Q | 200K | | Nexperia | BUK9219-55A | 200K | | Nexperia | BC847B | 200K | | Nexperia | BUK4D122-20P/DG/B2 | 200K | 芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。同时，芯片超人在深圳设有独立实验室，每颗物料 均 安排QC质检 。 | 优势物料,特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 数量 | 年份 ...

Core Viewpoint - The article discusses the significant impact of the recent asset freeze of Nexperia, a subsidiary of Wingtech Technology, by the Dutch government, leading to a shortage of chips and potential production halts in the automotive industry [3][6]. Group 1: Impact on Automotive Industry - Nexperia's chips are crucial for the automotive sector, with 90% of its products meeting automotive standards, and the automotive business projected to account for 62.03% of its revenue in 2024 [6]. - The European Automobile Manufacturers Association warned that the chip shortage from Nexperia could disrupt production plans, as the industry is rapidly depleting inventory [6][7]. - Several automakers, including Mercedes-Benz, General Motors, and Honda, have reported varying degrees of impact, with some already reducing production or facing potential shutdowns due to the chip shortage [7][8]. Group 2: Market Dynamics and Chip Prices - The current market for Nexperia chips has seen prices surge dramatically, with reports of price increases ranging from tenfold to over a hundredfold for certain chips [9][10]. - Demand for specific automotive chips, such as the 74HC series and various MOSFETs, has intensified, leading to a chaotic pricing environment where some chips have seen price hikes from $0.8 to $30 within ten days [9][10]. - Chip distributors are experiencing increased demand but are also facing challenges with price volatility, leading some to stop accepting spot orders and focus on scheduled orders instead [10][11]. Group 3: Replacement and Alternatives - The automotive industry is exploring alternative suppliers, with companies like Infineon, ON Semiconductor, and ROHM potentially providing substitutes for Nexperia's standard components [8]. - Valeo has reportedly found alternatives for over 95% of its components, while other manufacturers are forming task forces to monitor the situation and ensure supply chain stability [8][9]. - The complexity of replacing Nexperia's chips lies in the need for re-certification and safety validation, which could prolong the transition to alternative suppliers [8].

算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 放半年就亏3万 求购以下料号 有料单不知道怎么推广？ 芯片超人已经 累计服务2.1万用户 ，打折清库存，最快半天完成交易！ 找不到，卖不掉，价格还想再好 点 ，都可以来找我们！ | 优势物料，特价出售 | | --- | | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | Nexperia | BUK9M28-80EX | 213000 | 24+ | | Nexperia | PMZB670UPE.315 | 20000 | 25+ | | Nexperia | PBSS4360ZX | 200000 | 24+ | | Nexperia | PDZ3.9BGWX | 18000 | 24+ | | Nexperia | PMN42XPEAH | 39000 | 24+ | | Nexperia | 74LVC14ABQ,115 | 3000 | 24+ | | Nexperia | BAT54SW-QX | 129000 | 24+ | | Nexperia | 74LVC1G125GW-Q100 ...

我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 10月备受关注的安世芯片冲上热榜， 市场 变得 热闹 起来 。 与此同时 ， 上月 走俏 的 多款 加 速度计/传感器相关产品 在 1 0 月 持续 火热 ， 部分 仍 缺货 。 我们整理了近期询价增多、热 度较高的几款芯片型号，供大家参考 （不作为交易推荐） ： NO.1 抢手的汽车二极管 BAV99-Q ： 报价 起飞 1. 抢手的汽车二极管「BAV99-Q」 2. 紧俏的汽车MOSFET「BUK7K6R2-40E」 3. 出货量大但缺货「PESD1LIN」 4. 六轴运动跟踪器IMU「ICM-42688-P」 5. 微型数字气压传感器「DPS368XTSA1」 6. 高性能电子罗盘模块「LSM303AGRTR」 7. TI 高速运放 「OPA690IDBVR 」 8. 火热的国产隔离器 「 CA-IS3722HS 」 安世 的 BAV99-Q 1 0 月热度飙涨， 目前 有 市场 报价 接近 1 0 元 ， 而 这颗 常态 价格在几 分钱、几毛钱 ...

Core Insights - The article discusses the challenges of managing excess inventory in the semiconductor industry, highlighting the financial burden of storage and capital costs associated with unsold materials [1] - It emphasizes the services provided by Chip Superman, which has served 21,000 users and offers rapid inventory clearance solutions [9] Group 1: Inventory Management - Excess inventory of 100,000 units incurs monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 after six months [1] - The article suggests that companies struggling to sell their excess materials can utilize Chip Superman's services for faster transactions [1][10] Group 2: Inventory Offerings - Chip Superman has a substantial inventory, with over 50 million chips across 1,000+ models and 100 brands, valued at over 100 million [8] - The article lists various semiconductor components available for sale, including specific models and quantities from brands like Nexperia and ON Semiconductor [4][5] Group 3: Demand and Supply - There is a notable demand for specific semiconductor components, with requests for quantities ranging from 30,000 to 50,000 units for various models [6][7] - The article indicates that Chip Superman's platform can facilitate the buying and selling of these components efficiently [10]

Core Insights - The article discusses the recent offline salon of the Chip Distribution Club 2.0 held in Suzhou, highlighting the enthusiasm and collaboration among participants [1] - It emphasizes the recovery signs in the chip market attributed to geopolitical factors, technological advancements, and policy changes [4] Recent Market Trends - The chip market shows signs of recovery, driven by geopolitical tensions, technological advancements, and policy changes [4] - The supply chain is experiencing significant shifts due to recent events involving major companies like Anshi and Aierui, leading to price increases and market reshuffling opportunities [4] - Demand for chips in AI, automotive, and power management sectors is surging, with specific growth in silicon carbide and gallium nitride technologies [4] - The "three-year doubling plan" for charging stations is expected to significantly boost demand for power devices, with projections of 28 million charging devices by the end of 2027 [4] Regional Differences and Opportunities - The article contrasts the business environments of East and South China, noting that South China is more aggressive and price-focused, while East China emphasizes quality and long-term relationships [5][6] - South China’s market is characterized by rapid information exchange and flexibility, while East China focuses on high-value industries like medical and automotive [5] Industry Observations - Participants in the salon shared insights on the current chip market, discussing the differences in business strategies between regions and the opportunities presented by domestic alternatives [12][14] - The discussion included the impact of AI on demand for various chip types and the competitive landscape shaped by recent policy changes [13][14] Club Activities and Engagement - The Chip Distribution Club 2.0 offers monthly offline salons and small-scale gatherings for members to exchange information and explore collaboration opportunities [17][19] - The club has successfully attracted a diverse membership, facilitating discussions on market trends and operational strategies [16][31]

我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有 很多不方便公开发公众号的， 关于芯片买卖、关 于资源链接等， 我会分享在朋友圈 。 "现在做呆料已经烂大街了。" 有不少芯片分销商感觉到， 这两年 做呆料业务的人越来越多了。 在各种社交媒体以及行业群 里，"高价回收工厂库存""长期回收呆滞ic"的人越来越多，甚至有分销商直接表示，"现在做呆料 已经烂大街了"。 阅读 本文 你 将 了解 ： 为什么 这两年 做呆料 的 人 变多了 ， 都是 哪些人 在入局 ？ 大家 都 想 分一杯羹 的 呆料 生意 ， 现在 到底 怎么样 ？ 01 做 呆料 的 人 越来越多了 呆料，即呆滞物料的简称，E&O （Excess and Obsolete） ，是指暂时不用或者永远没有机会使用 的具有风险的库存。 呆料 的来源大概可以 分为外部和内部：外部因素主要是库存变多之后，客户对Date Code和品质 有了更高的要求，也有客户更改或者取消订单、供应商送货的质量问题、客户退货等因素； 内部 主要是代工厂等终端项目完成或者更改方案所剩下的物料，也包括 过量采购、错误采购、实验生 产、材料剩余等因素。 所以， 很多从海外 ...