芯东西 . 芯东西专注报道芯片、半导体产业创新，尤其是以芯片设计创新引领的计算新革命和国产替代浪潮；我 们是一群追"芯"人，带你一起遨游"芯"辰大海。 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 以下文章来源于芯东西 ，作者ZeR0 作者 | ZeR0 来源 | 芯东西（ID：aichip001） 芯东西7月31日报道，7月24日，安徽半导体功率器件及芯片供应商 钜芯科技 北交所IPO状态变 更为"已问询"。 钜芯科技是安徽省专精特新冠军企业、工信部认定的第四批国家级专精特新"小巨人"企业，专注 于半导体功率器件及芯片研发、封装测试、生产和销售，产品以光伏组件保护功率器件为主。 其产品线涵盖整流、快恢复、超快恢复、肖特基、瞬态电压抑制器（TVS）等二极管及整流桥堆、 MOSFET等功率器件产品。 钜芯有限成立于2015年6月，股份公司成立于2023年8月，注册地在安徽池州，法定代表人、控 股股东、实际控制人均为其创始人、董事长、总经理曹孙根。 在新能源领域 ，该公司主要客户包括 快可电子、通灵股 ...

从去年开始，越来越多的芯片人开始把目光投向海外市场。在技术创新与本土竞争趋于白热化的背 景下， "出海" 成为产业升级与持续增长的新选项。 但芯片人想要做到真正出海并不容易，背后需要对终端市场、区域法规、技术趋势与产业节奏的真 正理解，真正看清趋势、理解产业、建立链接，比 "走出去"本身更重要。 因此， 9 月 4 日至 9 月 14 日 ，芯片超人决定开启 "挖掘欧洲电子领域芯动向" 德国商 务考察活动 ，实地走访德国 柏林、莱比锡、德累斯顿、斯图加特以及慕尼黑 五个城市，重点聚 焦 全球两大顶级展会： IFA 柏林国际消费电子和家电产品展览会 与 IAA 德国国际汽车及 智慧出行博览会 （简称"慕尼黑车展"） ，带大家一起走进欧洲电子产业的最前沿，实地理解消 费电子与汽车电子的真实需求与发展方向。 IFA ，源于 1924 年，作为 世界上规模和影响力最大的国际视听及消费类电子产品展览会之一 ，上一届 IFA 吸引了 1800 多家展商，以及来自 138 个国家的 21 万多名观众。人工智能是本 届 IFA 的重要主题之一，本次展会是观察 AI+ 硬件趋势是观察 AI+ 硬件趋势与 C 端应用动向的 重要 ...

Core Viewpoint - The article discusses the recent fluctuations in the DDR4 memory chip market, highlighting the dramatic price increases and subsequent stabilization observed in July 2023, along with shifts in demand and supply dynamics in the industry [3][11][20]. Group 1: Market Trends - In June 2023, DDR4 memory prices surged dramatically, with some models experiencing price increases of 150%-400% following Micron's announcement of DDR4 production halts [4][5]. - By July 2023, the market began to cool down, with most DDR4 models stabilizing in price and some experiencing slight declines [6][11]. - Specific price examples include Micron's 8GB DDR4 dropping from over $8 to around $7, while 16GB DDR4 prices fell from $20-21 to $17-25 [8][10]. Group 2: Demand Shifts - The demand landscape has changed, with end-users now seeking older batches of memory chips due to lower prices, contrasting with the previous month when traders were aggressively buying [12]. - Taiwanese manufacturers like Nanya and Winbond have gained traction in the market, with Nanya's 8GB DDR4 prices rising from $1.9 to over $4 following Micron's production halt [13][15]. Group 3: Supply Dynamics - Nanya has increased its DDR4 production, with expectations of a significant rise in contract prices in the upcoming quarters due to tight supply [14][15]. - There are indications that major manufacturers like Samsung and SK Hynix may reconsider their production halts in response to the ongoing demand for DDR4 chips [18]. Group 4: Industry Outlook - The overall semiconductor market is showing signs of recovery, with a reported 19.8% year-on-year growth in global semiconductor sales expected by May 2025 [20][21]. - Different segments of the industry are experiencing varied recovery rates, emphasizing the need for distributors to remain agile and ready to capitalize on emerging opportunities [21].

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 | 年份 | 数量 | | --- | --- | --- | --- | | TI | MSP430G2955IRHA40R | 22+ | 18500 | | TI | TMS320F28335PGFA | 25+ | 15K | | AI-THINKER/ | ESP-12f | 22+ | 7120PCS | | 安信可 | | | | | TI | MSP430F5638IPZR | 23+ | 34550 | | ST | L9950TR | 21+ | 4800个 | | ST | L79L05ABUTR | 24+ | 97500 | | Intel | GUT2100 S LKJP | 24+ | 1200 | | TI | BQ76952PFBR | 22+ | 10k | | MOTORCOMM | YT8521S ...

Core Viewpoint - The article highlights the extensive inventory and operational capabilities of a chip distribution company, emphasizing its significant stock levels and quality control measures. Group 1: Inventory and Operations - The company has a 1,600 square meter smart warehouse with over 1,000 stock models and around 100 brands, totaling 50 million chips with a weight of 10 tons and a value exceeding 100 million [1] - The company operates an independent laboratory in Shenzhen, ensuring quality control (QC) for each material [1] Group 2: Procurement and Sales - The company is actively seeking to purchase specific chip models in large quantities, indicating a robust demand for various semiconductor components [2] - The company is offering discounted sales on advantageous materials, with significant quantities available for various brands and models, showcasing its sales strategy to clear inventory [3] Group 3: Customer Engagement - The company has served a cumulative total of 20,000 users, indicating a strong customer base and operational efficiency, with transactions completed in as little as half a day [4]

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 Q2多数芯片大厂业绩持续改善，除AI相关需求继续强劲外，工业市场也明显复苏，我们整理了今 年二季度半导体产业链主要大厂的营收情况，供大家参考。 01 芯片设计（含IDM） TI： 工业强 势复 苏，汽车还没好 德州仪器第二财季营收为44.5亿美元， 环比增长 9%，同比增长 16% ，高于预期的43.6亿美 元；毛利润为 26 亿美元，毛利率为58%，环比增长 110 个基点；净利润为13亿美元，同比增 长15%。TI 总裁兼首席执行官 Haviv Ilan 表示，这得益于 工业市场持续的广泛复苏 。 TI表示，这是看到 工业市场复苏信号的第三个季度 ，复苏实际上还加速了，而汽车市场的周期大 概比工业滞后一年。TI还指出，2025年第二季度工业部门"表现略微过热"，并对未来几个季度表 达出更加谨慎的态度，暗示可能会在后续季度出现需求正常化的趋势。 ST： 销售下滑， 亏损1.33亿美元 意法半导体第二季（截至2025年6月28日）营收 同比下滑14.4 ...

最近有客户找我们处理一批TI的物料，2023年高峰期拿的货，年初的时候报价0.65元，不舍得 出，还在想尽量消耗掉。现在发现实在用不上，可以接受0.6元，但是市场上这颗料源源不断有货 到，处理起来有难度。 积压芯片库存放得越久，越贬值，积压久了就成了"呆料" ，处理的快慢决定回本的多少。 因此，如果决心处理呆料，一定要趁早！ 但卖呆 料 不是 说卖就卖 ， 里面还有 不少 办法 和 门道 ： 为什么 有的 呆料 很快 能 出掉 ， 有的 看起来 遥遥无期 ？ 价格高 和 处理快 能不能 兼得 ？ 呆料 有 哪些 处理 办法 ， 我该 怎么 选择 ？ 按照价格高还是价格低，处理快还是处理慢，我们可以把呆料处理分成四个象限。 即想 卖得高 ，又想 卖得快 ，是最理想的状态。但是一大堆料里面只有那么几颗料有这个可能 性，最好卖，这个就叫 挑 料 。 这颗料本身流通性没那么高，但是想 卖得高 ，为此愿意 慢慢等 ，这个就叫 对 单 。这就要等 另一个终端客户有需求的时候，正好找到了你，这个料才有可能会被卖掉。但是如果这个料市场上 全是货的话，那也可能轮不到你，想处理这个料就遥遥无期了。 想要 一口气全部快速处理掉 ， ...

Core Insights - The company "Chip Superman" operates a 1,600 square meter smart warehouse for chips, holding over 1,000 different models from around 100 brands, with a total inventory of 50 million chips valued at over 100 million [1] Group 1: Inventory and Offerings - The current stock includes a variety of chips, with specific models available for purchase, such as 20,000 units of EFM8BB51F16G-C-QFN20R from Chip科 and 30,000 units of SKY65111-348LF from Skyworks [2] - Special offers on advantageous materials include models like TMS320F28335PGFA with 25+ units and MSP430F5638IPZR with 23+ units available [3] - The company has served 20,000 users and can complete transactions in as little as half a day [4] Group 2: Market Dynamics - The company highlights challenges in the market, such as difficulties in selling excess inventory and the desire for better pricing [5] - A web platform is available for users to access inventory and services, indicating a digital approach to inventory management [6]

Core Viewpoint - The article discusses the emergence of a new wave in the AI glasses market, termed "Battle of the Glasses 2.0," driven by both tech giants and new entrants launching various AI glasses products at competitive prices [2][4]. Group 1: Market Dynamics - Major companies like Google, Xiaomi, and Rokid have recently launched new AI glasses, with prices ranging from 699 yuan to 8999 yuan [3][4]. - In contrast, lower-priced alternatives from Shenzhen's Huaqiangbei market are selling for around 300 yuan, with some models achieving monthly sales exceeding a thousand units [4][6]. - The average price of AI glasses on platforms like Xianyu is around 300 yuan, with features such as photo capture and voice interaction [6][9]. Group 2: Consumer Behavior - Consumers are increasingly opting for affordable Huaqiangbei models for initial experiences, leading to a high retention rate despite the lower quality compared to premium brands [18][19]. - Feedback from consumers indicates that while Huaqiangbei glasses are functional, they often lack the performance and reliability of higher-end models [15][16]. Group 3: Production and Supply Chain - Huaqiangbei manufacturers are rapidly iterating on AI glasses, with a focus on speed to market, often producing standard models within a week [22][23]. - The production strategy relies heavily on external sourcing for key components, which allows for quick assembly and delivery [22][37]. Group 4: Future Outlook - The global smart glasses market is projected to reach 14.5 million units by 2025, with significant growth expected in China [34]. - However, some industry insiders believe that current AI glasses represent a "pseudo-demand" due to technological immaturity, suggesting that mainstream adoption may take several more years [34][35]. - The competitive landscape indicates that while Huaqiangbei products are currently popular, manufacturers are prepared to pivot to new trends as market dynamics shift [25][40].

Group 1 - The core viewpoint of the article highlights the strong financial performance of SK Hynix, with record sales and operating profits in the second quarter of the 2025 fiscal year [4][5][7] - SK Hynix reported a sales increase of 26% quarter-on-quarter and 35% year-on-year, reaching 222.32 billion KRW, marking the highest sales ever [4] - Operating profit also saw significant growth, increasing by 24% quarter-on-quarter and 68% year-on-year to 92.13 billion KRW, setting a new historical high [5] Group 2 - The gross margin was reported at 54%, while the operating margin was at 41%, showing a slight decline compared to the previous quarter but still maintaining high profitability [7] - The company has experienced seven consecutive quarters of year-on-year sales growth, with a notable recovery in operating income after losses in the second and third quarters of 2023 [11] Group 3 - In terms of product mix, DRAM accounted for 77% of sales, a decrease of 3 percentage points, while NAND flash increased to 21%, reflecting a shift in product demand [12] - The average selling price of DRAM rose by approximately 2-3%, with shipment volume increasing by about 25%, while NAND flash prices fell by around 7% [13] Group 4 - Key product highlights include a doubling of annual sales expectations for HBM (High Bandwidth Memory) and the introduction of new DRAM products, including DDR5 server modules and LPDDR5X for flagship smartphones [14] - In NAND flash, the company began selling enterprise-level SSDs with over 120 TB capacity and plans to release consumer SSDs by the end of 2025 [15]