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！ 优势物料，特价出售 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？ | 品牌 | 型号 | 年份 | 数量 | | --- | --- | --- | --- | | WINBOND/华邦 | W25Q40CLWI | 22+ | 30K | | Micron | MT60B4G4HB-56B:G | 22+ | 4000 | | Micron | MT60B4G4HB-48B:A | 22+ | 6000 | | Micron | MT60B4G4HB-48B:A | 22+ | 1154 | | --- | --- | --- | --- | | Micron | MT53E1536M32D4DE-046 WT:C | 25+ | 10K | | BROADCOM/博通 | BCM53415A0KFSBG | 23+ | 1400 | | MACOM | MAAM-011185 | 22+ | 82177 | | MACOM | ...

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 作者 | ZeR0 来源 | 芯东西（ID：aichip001） 芯东西1月30日报道，1月26日，上海高性能非易失性存储（NVM）芯片设计公司 聚辰股份 正式 递表港交所。 根据弗若斯特沙利文的资料，按2023年及2024年收入计，聚辰股份是 全球第三、 中国第一大 EEPROM供应商 ，以及 全球第二大DDR5 SPD芯片供应商 。 全球能够大规模提供配套DDR5存储器模组的SPD芯片供应商仅有 2家 。按2024年收入计，聚辰股 份拥有全球DDR5 SPD芯片市场超过 40% 的份额，且拥有全球EEPROM市场 14.0% 的份额。 在消费电子EEPROM板块，该公司在摄像头模组EEPROM及液晶面板EEPROM市场亦分别以 40.3%和21.8%的份额排名 全球第一 。 聚辰股份成立于2009年11月，致力于满足AI时代高速迭代与扩容的存储需求，研发及供应 SPD芯 片、EEPROM、NORFlash 等关键存储类芯片 、 摄像头马达驱动芯片等 ...

以下文章来源于正解局 ，作者正解局 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 。 作者： 正解局 本文授权转载自：正解局（微信ID：zhengjieclub） 跨国巨头与印度的博弈，又有了新剧本。 不过这次，双方戏码仍与半个世纪前有着惊人的相似。 就在最近，英特尔与印度塔塔集团签署谅解备忘录，建立战略联盟。 双方计划基于塔塔电子即将投产的晶圆厂和OSAT （封装 测 试） 工厂，探索在印度本地生产英特尔产品，并进行先进封装领域的技术合作。 扫码加我本人微信 正解局 . 解读产业，发现价值。产业/城市/企业。 多年来，为了成为真正的科技强国，印度不断吸引外资，与各国大厂争取合作，用市场换技术。 但从半个世纪前的仙童公司，到后来的富士康，科技巨头们纷纷提出在印度建厂的计划，却也总是高调开场，黯然落幕。 这又是怎么回事呢？ 01 破碎芯片梦 很多时候，做梦是一回事，圆梦却是另一回事。 对印度来说，芯片产业就是它那个期待极高，收获却远远不达预期的"黄粱一梦"。 早在1962年，印度企业巴拉特电子有限公司 （BEL，Bhara ...

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 1月，现货市场上的存储 在开年之后都更火了，价格也在走高，同时运动传感器的热度有增不减。 我们筛选了一些本月热度上涨的芯片，供大家参考 （不作为 交易 推荐） ： 1.火上加火的NOR Flash 「 W25Q128JV / W25Q64JV 」 2.价格暴涨的 运动跟踪器 「 ICM-42688-P / ICM-42670-P 」 3.风口上 的DDR3 「 MT41K256M16TW-107:P 」 4.贵价DDR5 「 H5CG48AGBDX018N 」 5.一直火热的eMMC 「 KLM8G1GETF-B041 」 6.NOR Flash全球第二 「 GD25Q128ESIGR 」 7.ST MEMS加速度计 「 LIS3DHTR 」 NO.1 火上 加火的NOR Flash W25Q128JV / W 25Q64JV： 继续涨价 1月W25Q128JVSIQ 和 W25Q64JVSSIQ热度继续蹿升 ， 市场上求购和出货都很多 。 W25Q1 ...

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 | | --- | --- | --- | --- | | 美光 | MT41K256M16TW-107:P | 25+ | 10K | | SK海力士 | H5CG48AGBDX018N | 25+ | 12800 | | | MT25QL128ABA8E12-0AAT | 25+ | 10K | | 美光 | TR | | | | --- | --- | --- | --- | | 美光 | MT25QL128ABA8E12-0SIT | 25+ | 10K | | 美光 | MT29F2G08ABAGAH4-IT:G | 25+ | 10K | | 美光 | MT29F4G08ABADAH4-IT:D | 25+ | 10K | | | TR | | | | | MT29F1G08ABAFAH4- | | | | 美光 | AAT:F TR | 25+ | 10K | | 美光 | MT41J128M16JT-125:K TR | 25+ | ...

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][8]. Group 1: Inventory Management - A significant amount of excess inventory, specifically 100,000 units, is incurring 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, to help sell excess inventory quickly, often completing transactions within half a day [8]. Group 2: Inventory Listings - The article lists various semiconductor components available for sale, including brands like Micron and SK Hynix, with quantities ranging from 4,000 to 30,000 units for different models [4][5]. - The inventory includes a diverse range of products, with over 1,000 models and 100 brands, totaling 50 million chips valued at over 100 million [7]. Group 3: Purchase Requests - The company is actively seeking specific components, such as 50,000 units of the brand Nexperia's PMEG4010EH and 400 units of Samsung's KHBBC4B03C-MC1K, indicating a demand for various semiconductor parts [6].

Core Viewpoint - The semiconductor industry is undergoing a historic transition as Nvidia has officially surpassed Apple to become TSMC's largest customer, driven by the surging demand for AI computing capabilities, indicating a fundamental restructuring of the global chip market [3][4]. Group 1: Nvidia's Rise and Market Dynamics - Nvidia's dominance as TSMC's top customer reflects a steep growth curve in AI-centric chip production, with Nvidia occupying more advanced process capacity than any other client [3][4]. - Nvidia's H100 and H200 data center GPUs, manufactured using TSMC's 4nm and 5nm processes, are priced over $30,000 each, significantly higher than smartphone processors, altering the semiconductor value chain's incentive structure [5][6]. - Over the past 18 months, Nvidia's wafer orders have grown exponentially, leading TSMC to expand its advanced packaging capacity to meet Nvidia's CoWoS requirements, which are critical for modern AI accelerators [6]. Group 2: Apple's Semiconductor Strategy - Apple's replacement by Nvidia does not indicate weakness but rather reflects a maturation of its product lineup and a more restrained hardware update strategy [7]. - Apple completed its transition to self-developed chips for its Mac product line in 2022, leading to a temporary spike in chip demand, which has since normalized [7]. - Despite a relative decline in its share of TSMC's revenue, Apple remains a key customer and is expected to continue using advanced processes for its upcoming A19 and M5 chips [7][8]. Group 3: TSMC's Capacity Allocation Challenges - TSMC faces increasing complexity in balancing the demands of major clients like Nvidia and Apple while also servicing other companies such as AMD and Qualcomm [9][10]. - TSMC's capital expenditure for 2024 exceeds $40 billion, aimed at expanding capacity in Taiwan, Arizona, Japan, and potentially Europe [10]. - The shift towards AI chip demand is influencing TSMC's technology development focus, necessitating a fundamental change in process optimization strategies to cater to high-performance computing [10]. Group 4: Competitive Landscape and Market Implications - Nvidia's strengthened relationship with TSMC occurs amid other foundries struggling to catch up in advanced processes, giving TSMC significant bargaining power [11]. - Geopolitical uncertainties complicate long-term capacity planning for Nvidia and TSMC, as prioritizing high-margin AI chip production may extend lead times and increase costs for other clients [11]. - Major tech companies like Amazon, Google, and Microsoft are accelerating their custom chip initiatives to reduce reliance on Nvidia and secure manufacturing resources amid tightening capacity [11]. Group 5: Future Trends in Semiconductor Manufacturing - The relationship between Nvidia, Apple, and TSMC is expected to continue evolving, with TSMC planning to enter mass production of 2nm processes by 2025 [12][13]. - The long-term trajectory of AI chip demand remains uncertain, with potential shifts in relative positions between Nvidia and Apple depending on market conditions and product innovations [12]. - TSMC's global expansion adds new dimensions to the relationship, as the willingness of Nvidia and Apple to shift core production to higher-cost, lower-risk U.S. facilities remains uncertain [13].

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 近日，业内传 深圳英集芯科技股份有限公司 发布调价函，宣布对部分芯片产品型号进行价格上浮调整，引发行业关注。 DINJOINIC 深圳英集芯科技股份有限公司 英集芯涨价函 尊敬的各位合作伙伴: 深圳英集芯科技股份有限公司成立于2014年11月20日，是一家专注于高性能、高品质数模混合集成电路芯片研发和销售的IC设计公司，是国内首创 的电源数模混合SoC IC设计公司。2022年在科创板上市成功。 公司主营业务范围包括电源管理芯片、快充协议芯片、数据传输处理芯片、无线信号处理芯片、智能音视频芯片等芯片的研发，成功广泛应用于手机、 笔记本电脑、平板电脑、电视、VR、数码相机、人工智能硬件系统、移动电源、快充电源适配器、无线充电器、消费电子类产品、汽车电子等众多领 域。 众所周知,近期半导体上游产业成本持续上涨,我司本着长期合 作共赢的想法,尽量消化吸收成本上升带来的影响,维持芯片价格不 变,时至今日。 为保障供应链的长期稳定,经公司慎重研究与综合考量,现决定 ...

Core Viewpoint - The semiconductor industry is experiencing a widespread price increase, affecting various segments including memory, passive components, and main control chips, driven by rising raw material costs and strong demand, particularly in AI applications [2][3][35]. Price Increases in Semiconductor Components - Companies like Zhongwei Semiconductor announced price hikes of 15%-50% for MCU and NOR Flash products starting January 2026 [2][60]. - Major memory manufacturers such as Samsung and SK Hynix have also raised prices significantly, with Samsung increasing NAND Flash prices by over 100% in Q1 2026 [20][22]. - Micron has reported a general price increase of approximately 20% across its product lines [23][24]. Price Increases in Raw Materials and PCB - Resonac announced a 30% price increase for copper-clad laminates and adhesive films starting March 1, 2026, due to tight supply and rising costs [8]. - Nanya Plastics raised prices for all CCL and PP products by 8% due to increases in raw material costs [12]. - Taisil has implemented price increases of 5%-10% for its copper-clad laminates in response to rising material costs [9]. Price Increases in Wafer Foundries - TSMC has informed clients of price increases for advanced nodes (5nm, 4nm, 3nm, 2nm) over four consecutive years, with expected increases of 8%-10% for 5nm and up to 50% for 2nm [15]. - SMIC has also raised prices by approximately 10% for certain capacities [16]. - TrendForce predicts that the average capacity utilization rate for 8-inch wafer foundries will rise to 85%-90% in 2026, prompting price increases of 5%-20% across the board [14]. Price Increases in Passive Components - Companies like Yageo and Walsin have announced price increases for tantalum capacitors and resistors, with Yageo raising prices by 15%-20% for certain resistor products [33][34]. - Other passive component manufacturers are also adjusting prices due to rising raw material costs, with increases ranging from 5% to 30% [32][40]. General Market Trends - The semiconductor market is seeing a significant increase in demand driven by AI applications, leading to widespread price adjustments across various sectors [35][58]. - Many companies are experiencing full order books, prompting them to consider further price increases in the near future [19][20].

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？ 求购以下料号 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！ | 优势物料，特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 年份 | 数量 | | 美光 | MT41K256M16TW-107:P | 25+ | 10K | | SK海力士 | H5CG48AGBDX018N | 25+ | 12800 | | 美光 | MT48LC16M16A2P-6A:G | 25+ | 10800 | | 美光 | MT40A512M16TD-062E AAT:R | 25+ | 3k | | --- | --- | --- | --- | | ST | STM32L053R8T6 | 两年内 | 960 | | 美光 | MT41K256M16TW-107 XIT:P | 25+ | | | 美光 | MT29F4G08ABADAH4-IT:D | 25+ | | | 美光 | MT41K ...