Core Insights - The chip market in 2025 is showing signs of recovery compared to the lows of previous years, driven by tariffs, market events, and a sustained demand for storage chips [3][4] - Monthly tracking of popular chip models has revealed both transient and stable demand patterns, with certain models consistently appearing in the market [3][4] Summary by Sections Annual Stable Chip Model - The W25Q128JVSIQ, a 128M-bit SPI NOR Flash from Winbond, has been a standout model, applicable across various sectors including wearables and automotive [5][7] - Its price surged from 1.8 RMB in July to around 6 RMB by December, with a notable increase to 9-10 RMB in January 2026, indicating strong market demand [7] Consistent Presence in Market - The ICM-42688-P, a 6-axis MEMS motion tracker from TDK InvenSense, has maintained a strong market presence, with prices rising from around 9 RMB to nearly 30 RMB by December, and further escalating to 50-60 RMB in January 2026 [9][11] - The KLM8G1GETF-B041, an 8GB eMMC chip from Samsung, has also seen significant price increases, from approximately 20 RMB in April to around 120 RMB in January 2026, following a product lifecycle end notification [13][15] Power Module Performance - The LTM4644, a highly integrated DC/DC buck converter, has been consistently featured in popular models, with prices peaking at 450 RMB in April before stabilizing around 150-160 RMB [19][20][21] MCU Market Stability - The STM32F103 and STM32F407 series from STMicroelectronics have shown consistent demand, appearing frequently in popular models despite a less volatile market for MCUs [23][24][25] Impact of Market Events - The Nexperia BAV99 series, particularly the automotive-grade BAV99-Q, experienced a price spike following a market event in October, with prices reaching close to 10 RMB, reflecting the volatility in the automotive chip sector [27][28] Summary of Popular Chip Models - A comprehensive list of popular chip models for 2025 includes various types such as NOR Flash, eMMC, and IMUs, indicating diverse applications and ongoing demand across sectors [29][30][34]

从8月17日上线至今， 芯片分销俱乐部2.0 已经走过6个月。 这6个月里，行情并不总是热闹，但市场里最明显的变化是 ： 同样的消息 ， 有人能提前占到位置，有人总在等确认；有人敢 及时 出手，有人一犹 豫窗口就过去。 对分销商来说，决定结果的往往不是"信息有多少"，而是判断是否更快、更准，以及能否更高效地和对的人合作 。 基于这样的 背景 ，我们在这6个月密集交付了： 1 场 线下 年度闭门大会 2场 华南线下沙龙 1场 华东线下沙龙 1场 华 北线下沙龙 6次 线下聚餐 4小时2节 原创新课程 55 篇 会员专属内容 专属小程序 2次 功能升级 这些交付并不是零散堆出来的，而是围绕同一类真实问题反复打磨： 行情怎么判断、机会怎么抓、风险怎么控、合作怎么落地。 来到半年这个节点，是时候把过去的交付好好梳理一遍：我们到底做了什么，如何在真实业务场景里，为芯片人的市场判断和生意决策提供更扎实、 可落地的参考。 过去6个月都交付了啥？ 1 场线下年 度闭门大会 12月23日， 芯片分销俱乐部2.0 年度闭门大会在深圳举行。花姐与9位实战型会员嘉宾用8小时，基于自身经验与积累，分享了密集、多样、可操 作性强的行业干 ...

Core Insights - The chip industry in 2025 experienced significant volatility due to tariff conflicts, storage market fluctuations, and rising raw material prices, leading to structural opportunities amidst the chaos [4] - The year was marked by a series of layoffs and production adjustments among major companies, reflecting the industry's struggle to stabilize [5][7][9][10] - The emergence of AI technologies and products, such as AI glasses, created new market opportunities and heightened competition [5][11][12] January Highlights - Major news included Samsung and other Korean manufacturers reducing production of consumer-grade NAND Flash due to weak demand [5] - Renesas Electronics announced layoffs of hundreds of employees, indicating industry challenges [5] - The sentiment for 2025 was mixed, with many industry players expressing uncertainty about recovery [5] February Highlights - STMicroelectronics considered laying off over 3,000 employees, while NXP's Q4 2024 revenue fell short of expectations [7] - The NAND flash market faced oversupply, prompting major manufacturers to plan production cuts [7] - The rise of humanoid robots sparked renewed interest in market potential and chip opportunities [7] March Highlights - Microchip announced layoffs and plans to sell a wafer fab, while Analog Devices (ADI) reported a recovery from previous lows [9] - The storage market saw significant price increases, with Samsung's production cuts igniting market optimism [9] - The competitive landscape among chip distributors shifted, with notable changes in the rankings of top distributors [9] April Highlights - STMicroelectronics faced management turmoil and announced layoffs of 2,800 employees [10] - The market reacted to tariff conflicts, with the U.S. imposing tariffs that affected chip distribution and pricing [10][11] - The demand for chips began to show signs of recovery, with increased orders reported [10] May Highlights - The first quarter of 2025 saw over 60% of semiconductor companies reporting year-on-year profit growth [12] - Major NAND manufacturers reduced production by 10-15%, leading to better-than-expected price rebounds [12] - Xiaomi unveiled its 3nm chip, highlighting advancements in technology [12] June Highlights - Significant layoffs were announced by STMicroelectronics and Micron, while the market for storage chips surged [13] - The demand for DDR4 memory skyrocketed, with prices reaching historical highs [13] - The MCU market faced intense competition, with price wars affecting profitability [13] July Highlights - The storage chip market continued to experience price increases, with DDR4 prices stabilizing after a surge [14] - The industry saw ongoing mergers and acquisitions among distributors, indicating a trend towards consolidation [14] August Highlights - The market for storage chips remained strong, with continued price increases and demand outpacing supply [16] - TI and ADI reported improving financial performance, signaling a recovery in the analog chip sector [16] September Highlights - The U.S. initiated anti-dumping investigations into imported analog chips, affecting market dynamics [18] - Major companies announced acquisitions and strategic shifts, reflecting ongoing consolidation in the industry [18] October Highlights - The Anshi Semiconductor incident caused significant market disruptions, with prices for certain chips skyrocketing [20] - The automotive chip market faced challenges, with ongoing price discrepancies affecting supply chains [20] November Highlights - The semiconductor market saw widespread price increases, with many companies reporting strong financial results [21] - The ongoing Anshi situation continued to impact the market, leading to supply shortages and production adjustments [21] December Highlights - A broad price surge affected the semiconductor supply chain, with many companies announcing price hikes [22] - The market for storage chips experienced explosive growth, benefiting several distributors [22] - The annual gathering of industry professionals highlighted trends and strategies for navigating the evolving market landscape [22]

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2.2万用户 ，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！ | | F | | | | --- | --- | --- | --- | | ST/意法 | L9301-TR | 23+ | 2000 | | ST/意法 | L9678PTR | 23+ | 1000 | | NXP/恩智浦 | MK10DN512VLQ1023+ | | 240 | | TI/德州仪器 | TPS7A6650QDGNRQ1 | 23+ | 2500 | 求购以下料号 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | 华邦 | W25Q16JVSSIQ30K | | 两年内 | | 三星 | K4AAG165WA BCTD | 10K | 两年内 | | 芯科 | RS9113-N00- D0W-X78 | 1764个 | 两年内 | | TI | TPS62932DRLR20K | | 现货 | | 华邦 | W2 ...

Core Viewpoint - The semiconductor industry is expected to recover in 2025, with significant revenue growth driven by rising storage prices and increasing demand from data centers, leading to improved performance for major chip manufacturers [3][4]. Group 1: Semiconductor Sales and Growth - Global semiconductor sales are projected to reach $791.7 billion in 2025, a 25.6% increase from $630.5 billion in 2024, with further growth expected towards $1 trillion in 2026 [3]. - The recovery is attributed to strong demand from emerging technologies such as AI, IoT, 6G, and autonomous driving [3]. Group 2: Chip Design and IDM - Texas Instruments (TI) is expected to achieve approximately $17.68 billion in revenue for 2025, reflecting a 13% year-over-year growth, with significant contributions from industrial and automotive sectors [6]. - STMicroelectronics (ST) anticipates a revenue decline of 11% to around $11.8 billion, with Q4 showing slight improvement driven by personal electronics [8]. - NXP's revenue is projected at $12.27 billion, down 3%, with automotive and industrial sectors remaining stable [10]. - Renesas reported a revenue drop of 2% to 1.3212 trillion yen, marking its first loss in six years due to significant impairment losses [12]. - Microchip Technology expects growth in both year-over-year and quarter-over-quarter sales, with a projected revenue of $1.186 billion for Q3 2026 [12]. - Qorvo's revenue exceeded expectations at $993 million, with an 8.4% year-over-year increase [12]. - Infineon's revenue is projected at €14.662 billion, down 2%, but with strong demand in AI driving growth [14]. Group 3: Memory Chips - Samsung's revenue is expected to reach 333.6059 trillion won (approximately $233.8 billion), a 10.9% increase, with the semiconductor division achieving 130.1 trillion won in revenue [29]. - SK Hynix anticipates a record revenue of 97.15 trillion won (approximately $681.6 billion), a 47% increase year-over-year [31]. - Micron's revenue is projected to rise from $25.11 billion to $37.38 billion, with HBM chip capacity sold out for 2026 [33]. - GigaDevice expects a revenue increase of approximately 25% to 9.203 billion yuan [35]. Group 4: Wafer Foundry - TSMC's revenue is projected to reach approximately 3.8 trillion new Taiwan dollars (around $122.42 billion), a 31.6% increase, with advanced processes contributing significantly [47]. - UMC expects a slight revenue increase of 2.3% to 237.55 billion new Taiwan dollars, with a focus on mature process technologies [49]. - SMIC anticipates a record revenue of $9.3268 billion, a 16.2% increase, with improved profitability driven by increased wafer sales [51]. Group 5: Testing and Packaging - ASE Group's revenue is expected to reach 645.388 billion new Taiwan dollars, an 8.4% increase, with advanced packaging services contributing significantly [57]. - Amkor's revenue is projected at $6.71 billion, a 6% increase, with strong performance in advanced packaging and computing business [59]. Group 6: Equipment - ASML's total net sales are expected to reach €32.667 billion, a 15.6% increase, with a record order backlog reflecting strong demand for AI-related technologies [61]. - Lam Research anticipates a record year with significant growth driven by advanced process technologies [63]. Group 7: Distribution - WPG Holdings expects a revenue of 999.12 billion new Taiwan dollars, a 13.4% increase, driven by AI and high-performance computing demand [66]. - WPG's revenue is projected to exceed 1 trillion new Taiwan dollars, marking a significant milestone [68].

芯片超人已经 累计服务2.2万用户 ，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！ 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？ | 优势物料，特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 年份 | 数量 | | 华邦 | W988D6FBGX6I | 25+ | 6K | | 华邦 | W25Q16JVBYIQ | 22+ | 90K | | 华邦 | W25Q40CLWI | 22+ | 30K | | 英飞凌 | BTS724G | 两年内 | 10k | | --- | --- | --- | --- | | SKYWORKS | RFX2401C | 两年内 | 10k | | 三星 | KLM8G1GETF | 两年内 | 10k | | | B041 CXDB4CBAM | | | | CXMT/长鑫 | ML-A | 两年内 | 10k | | 三星 | K4B4G1646E | 24+ | 10k | | | BYMA | | | | 三星 ...

Core Viewpoint - Texas Instruments (TI) is experiencing a recovery in its financial performance for 2025, with a 13% year-over-year revenue growth, although the demand in the spot market remains subdued despite the positive earnings report [3][5][15]. Group 1: Financial Performance - In Q4 2025, TI reported revenue of $4.423 billion, a 10% increase year-over-year but a 7% decrease quarter-over-quarter, slightly below market expectations [4]. - For the full year 2025, TI's revenue reached $17.682 billion, up 13% from $15.6 billion in 2024, marking a recovery from a decline of approximately 11% in 2024 [5][7]. - The first quarter of 2025 marked a significant turning point, with revenue growth of 11.1% year-over-year, indicating the end of a two-year decline [7]. Group 2: Market Segmentation - TI's revenue structure for 2025 shows that the industrial and automotive markets each contributed 33% to total revenue, while personal electronics accounted for 21%, data centers for 9%, and communication equipment for 3% [7][9]. - The data center market emerged as the fastest-growing segment, with a 64% year-over-year revenue increase, reaching $1.5 billion [10]. Group 3: Inventory and Margins - TI's inventory levels increased to $4.8 billion by the end of Q4 2025, with inventory turnover days rising to 222 days, indicating a strategic approach to inventory management [10]. - The gross margin for TI has been under pressure, dropping to 58.1% in 2024, with estimates for 2025 suggesting a slight decline to around 57% [11][12]. Group 4: Spot Market Dynamics - The spot market for TI's products experienced fluctuations throughout 2025, influenced by tariff conflicts and price increase rumors, but overall demand remained weak [17][20]. - Despite some temporary spikes in demand due to market fears, the actual transaction volume did not significantly increase, indicating a cautious market environment [21][22]. Group 5: Future Outlook - The ongoing transition towards direct sales and the rise of domestic alternatives are expected to impact TI's market presence, raising questions about the sustainability of its recovery [23][24].

Core Viewpoint - 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, while promoting a service that facilitates quick transactions for surplus stock [1][10]. Group 1: Inventory Management - A significant amount of excess inventory, specifically 100,000 units, is causing financial strain due to monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 if held for six months [1]. - The company offers a platform, "Chip Superman," which has served 22,000 users and can complete transactions in as little as half a day, aiming to alleviate the burden of unsold inventory [10]. Group 2: Inventory Listings - The article lists various semiconductor components available for sale, including models from brands like Winbond, Infineon, and Broadcom, with quantities ranging from 2,000 to 500,000 units [4][5][6]. - Specific models include Winbond's W25Q16JVBYIQ with 90,000 units and Broadcom's BCM54991ELB0IFEBG with 12,653 units, showcasing a diverse inventory [4][5]. Group 3: Purchase Requests - The article also includes a section for purchasing requests, indicating demand for specific components such as Winbond's W25Q16JVSSIQ and Samsung's K4AAG165WA BCTD, with quantities up to 10,000 units [7]. Group 4: Warehouse and Quality Control - The company operates a 1,600 square meter smart warehouse with over 1,000 models and 50 million chips in stock, valued at over 100 million, ensuring quality control through an independent laboratory [9].

Core Viewpoint - The article discusses the acquisition of 100% equity of Shaanxi Huayi Microelectronics by Gansu Tianshui Semiconductor Packaging and Testing Giant Huatian Technology for a transaction price of 2.996 billion yuan, highlighting the strategic importance of this deal in enhancing Huatian's competitive edge in the semiconductor industry [6][12]. Group 1: Company Overview - Huatian Technology, established in December 2003, focuses on integrated circuit packaging and testing, ranking among the top three in mainland China and sixth globally, with the highest revenue growth rate among the top ten packaging and testing manufacturers in 2024 [6][7]. - Huayi Microelectronics, founded in June 2017, specializes in high-performance power devices and is recognized as a high-tech enterprise in China, leading the market share in Shaanxi province for 2023 and 2024 [8][9]. Group 2: Transaction Details - The transaction involves a valuation increase of 166.17% for Huayi Microelectronics, with the purchase price set at 2.996 billion yuan [7]. - Post-transaction, Huatian's shareholding structure will change, with Huatian Electronic Group's stake increasing from 22.33% to 25.97% [10]. Group 3: Financial Impact - Following the acquisition, Huatian Technology's total assets, net assets, revenue, total profit, and net profit attributable to shareholders are expected to rise, while the basic earnings per share will remain consistent with pre-transaction levels [11]. - Huayi Microelectronics reported net profits of -149 million yuan, 14.53 million yuan, and 50.13 million yuan for the years 2023, 2024, and the first nine months of 2025, indicating significant fluctuations influenced by market conditions [10]. Group 4: Strategic Implications - The acquisition will enable Huatian Technology to expand its power device packaging business, enhancing its competitive advantage in the semiconductor packaging sector [12]. - The deal aligns with national strategies for domestic substitution and self-control, positioning the semiconductor industry for significant growth opportunities amid a trend of accelerated mergers and acquisitions [12].

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 闻泰科技2月11日晚间公告，荷兰阿姆斯特丹上诉法院企业法庭最新裁决，批准了荷方正式调查申 请，以及 维持了2025年10月以来对安世采取的临时措施 ，企业法庭开展调查期间，公司对安世 的控制权仍然处于受限状态，且调查时限存在不确定性。同日，闻泰科技主体及相关债项信用等级 被下调。 来源 ： 闻泰 科技 2025年10月13日 ，闻泰科技公告子公司安世 半导体 有限公司以及安世 半导体 控股有限公司收 到荷兰经济事务与气候政策部下达的部长令和阿姆斯特丹上诉法院企业法庭的裁决，标志着闻泰科 技核心子公司安世半导体失控，实际控制人张学政被暂停在安世担任董事职务。 2025年11月19日 ，荷兰经济事务与气候政策部大臣在社交媒体上公开发布声明，上述部长令被 宣布暂停。 2026年1月14日 ，企业法庭就安世的相关争议举行了公开听证会，核心议题为是否应就安世欧洲 管理层提出的指控启动调查，并审议是否撤销法庭此前作出的临时措施，相关临时措施此前导致公 司对安世的控 ...