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 promotes a service called "Chip Superman," which has served 21,000 users and offers rapid inventory clearance solutions [8] 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 emphasizes the difficulty in promoting and selling excess materials, suggesting that companies can seek assistance from Chip Superman for better pricing and faster transactions [1][9] Group 2: Inventory Offerings - A detailed list of available surplus materials is provided, including various brands and models, with quantities ranging from 2,000 to 744,000 units [4][5][6] - The total inventory value is reported to exceed 100 million, with 5 million chips in stock across 1,000+ models and 100 brands [7] Group 3: Service Features - Chip Superman operates a 1,600 square meter smart warehouse and has an independent laboratory in Shenzhen for quality control [7] - The service claims to complete transactions in as little as half a day, facilitating quick sales of excess inventory [8]

以下文章来源于充电头网 ，作者充电头网编辑部 充电头网 . 我们只谈充电 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 影石Insta360于年初推出了一款 专业手机云台—— Flow 2 Pro，其 搭载了苹果DockKit人像追踪技术， 这使得iPhone 12及以上的MagSafe机型无需依赖特定App，就能在原 生相机及微信、抖音等200多款iOS应用内实现智能跟拍。 此外还 搭载了影石自研的AI深度追踪4.0技术，支持动态长焦追踪、智能多人追踪以及宠物追踪，搭配AI追踪模块使用， 通过 Insta360 App中的实况追踪功能，同样可以实现在 其他应用中的追踪拍摄，非iOS用户也能获得很好的使用体验， 极大地拓宽了产品用户群体。 在设计和使用体验上，Flow 2 Pro同样表现出色。它采用可折叠设计，折叠后非常小巧，便携性高。机身集成了自拍杆、三脚架、自拍镜和移动电源（续航约10小时） 等多种功 能，实现了" 一步开拍 "的便捷操作。下面我们就具体来了解下。 影石Insta360 Flow ...

Group 1 - Nexperia is seeking constructive cooperation with its entities in China and has attempted multiple formal and informal communications to resume normal supply chains, but has not received substantial responses [4][6][12] - The Chinese Ministry of Commerce indicated that the Dutch government's improper administrative and judicial interventions regarding Nexperia have not been lifted, contributing to ongoing uncertainties in the global semiconductor supply chain [6][12] - The Dutch government has announced a temporary suspension of its intervention in Nexperia, but the core issue of wafer supply remains unresolved [10][11][16] Group 2 - The chip spot market has seen an increase in supply recently, particularly for batch 2540+, with demand still present but at lower accepted prices, primarily driven by foreign trade [14][16] - Market conditions have shifted from a period of quiet observation to a gradual recovery, with increased supply but significant price differentiation among different chip types [14][16] - Original factory prices have risen by over 30% for system orders, leading to some demand suppression among end customers [15][16]

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！ | 优势物料，特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 数量 | 年份 | | NEC | UPD78F9202MA-CAC-A | 8789 | 10年 | | NEC | UPD78F9222MC(T)-5A4-A/JC | 16 | 10年 | | ADI | ADM691AARWZ | 700 | 10年 | | ON | MMBFJ310LT1G | 12000 | 10年 | | DIODES | PI6C20400LE | 40 | 10年 | | DIODES | PI7C9X20303SLCFDE | 40 | 10年 | | 松下 | MN884434 | 8000 | 21+ | | 英飞凌 | IN1M101-T6G | 45310 | 20+ | | GD | GDB5CBQN-ML | 2360 | ...

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][11]. Group 1: Inventory Management - Companies face significant costs related to excess inventory, with monthly storage and capital costs amounting to at least 5,000, leading to potential losses of 30,000 after six months [1]. - The article emphasizes the difficulty in promoting and selling surplus materials, indicating a need for effective inventory management solutions [1]. Group 2: Service Offering - "Chip Superman" has served a total of 21,000 users and offers a service that can complete transactions in as little as half a day, aimed at clearing out excess inventory [11]. - The company operates a smart warehouse covering 1,600 square meters, with over 1,000 stock models and a total inventory of 50 million chips valued at over 100 million [10]. Group 3: Product Listings - The article provides a detailed list of available surplus materials, including various brands and models, with quantities ranging from thousands to tens of thousands [4][5][7][8]. - Specific items listed include components from brands like TI, Samsung, and Vishay, indicating a diverse inventory that could attract various buyers [4][5][7][8].

Core Insights - The core message emphasizes that selling chips is fundamentally about cycle trading rather than merely moving products, highlighting the importance of judgment and market understanding in the current landscape [2][17] - The evolution of the chip distribution industry is marked by five significant changes, reflecting a shift from product-centric to judgment-centric competition [4][12] Industry Changes - The Chinese chip industry has undergone drastic changes due to trade friction and the chip shortage, leading to a transformation in the role of distributors from mere sellers to critical players in risk management and supply chain stability [4][8] - The sales revenue of Chinese chip design companies is projected to grow from 194.5 billion RMB in 2017 to 835.7 billion RMB in 2025, indicating a fourfold increase [8] - China's chip exports are expected to rise from 66.9 billion USD in 2017 to 159.5 billion USD in 2024, showcasing a significant shift towards a dual circulation model in the chip market [10] Distribution Role Evolution - The role of distributors has evolved through five stages: from "merchandisers" to "firefighters," then to "risk managers," followed by "stabilizers," and currently to "judgment nodes" [26][28][30][33] - Distributors are now seen as essential buffers in the supply chain, providing stability and coordination during market fluctuations [34] Future Directions - The future of chip distribution will rely on a combination of capabilities, including clarity in market signals, stability in operations, agility in response, and strategic positioning within the supply chain [38] - Five growth avenues for distributors have been identified: AI server chains, engineering for domestic substitution, supply chain controllability, third-generation industry platforms, and global market expansion [40] Conclusion - The industry has demonstrated resilience, but future success will depend on navigating new pathways and adapting to changing market dynamics [44]

Core Viewpoint - The article discusses the challenges and opportunities in managing excess inventory of electronic components, highlighting the need for effective promotion and sales strategies to mitigate financial losses from storage and capital costs [1]. Group 1: Inventory Management - The company faces significant costs associated with excess inventory, including monthly storage fees and capital costs, which can lead to substantial losses if not addressed promptly [1]. - A specific example is provided where holding 100,000 units of excess inventory for six months could result in a loss of 30,000 [1]. Group 2: Sales Opportunities - The company, Chip Superman, has successfully served 21,000 users and offers discounted sales to clear inventory, with transactions completed in as little as half a day [8]. - The article encourages potential sellers to utilize the company's platform for better pricing and sales opportunities for unsold inventory [9]. Group 3: Inventory Details - Chip Superman boasts a substantial inventory with over 1,000 models and 50 million chips, valued at over 100 million, stored in a 1,600 square meter smart warehouse [7]. - The inventory includes a diverse range of brands and models, with specific quantities listed for various components, indicating a robust supply chain [4][5]. Group 4: Purchase Requests - The article also includes a section for purchasing specific components, indicating active engagement in both selling and sourcing electronic parts [6].

Core Viewpoint - The article discusses the ongoing industrial crisis in Germany, highlighting the paradox of German companies increasingly relying on China despite political calls for "decoupling" from the Chinese market. It argues that the notion of "de-Chinafication" is unrealistic and counterproductive, as German industries are deeply integrated with Chinese markets and technologies [10][21][29]. Group 1: Industrial Crisis in Germany - German industrial companies are experiencing a significant decline in competitiveness, with a recent survey indicating that 36.6% of firms feel disadvantaged compared to non-EU competitors, marking a historical low [12][13]. - The crisis is attributed to structural issues such as an aging population, a shortage of skilled labor, rising labor costs, and bureaucratic inefficiencies, which collectively exert pressure on business operations [14][15]. - A notable trend is the migration of German companies abroad, with 70% of energy-intensive firms planning to invest overseas, reflecting a loss of confidence in the domestic industrial landscape [16][17]. Group 2: Dependence on China - Despite political rhetoric advocating for reduced reliance on China, trade data shows that Germany's imports and exports with China reached €163.4 billion (approximately $190.7 billion) from January to August, surpassing trade with the U.S. [22][23]. - German companies are increasingly viewing China not just as a low-cost manufacturing base but as a critical driver for technological innovation and market growth, as evidenced by BMW's investment in hydrogen fuel cell production in China [22][23]. - BASF's significant investment in a chemical production facility in Guangdong, totaling €10 billion, underscores the strategic importance of the Chinese market for German firms [23][24]. Group 3: Global Industrial Landscape Shift - The article highlights a historical shift in global industrial power, with developing countries, particularly China, increasing their share of global manufacturing value added, which now stands at 31% [30][31]. - China's manufacturing prowess is evident in various sectors, including electric vehicles and semiconductors, where it leads global production [33][34]. - The article concludes that the "de-Chinafication" narrative is fundamentally flawed, as it contradicts economic principles and the realities of global supply chains, ultimately harming Germany's industrial competitiveness [35][36].

Core Insights - The article discusses the current trends and price fluctuations in the semiconductor market, particularly focusing on various chips that have gained attention in November 2023. Group 1: Price Trends of Specific Chips - The ICM-42688-P gyroscope has seen its price double from 13-15 RMB to around 35 RMB, with recent quotes dropping to 23-28 RMB [4][6]. - The W25Q128JVSIQ NOR Flash chip's price increased from 4 RMB to 4.5 RMB, with some recent quotes reaching 5.5 RMB [8][10]. - The KLM8G1GETF-B041 eMMC chip's price rose from 6 USD to approximately 8.5 USD this month [15][19]. - The K4UBE3D4AB-MGCL LPDDR4X chip's price surged from 30 USD to nearly 50 USD within a week [21][22]. - The TL431AQDBZRQ1 voltage regulator's price remained stable around 0.5-0.65 RMB despite increased demand [25][26]. - The GD25Q64ESIGR NOR Flash chip's price increased from 1.6 RMB to about 2 RMB due to rising demand [28][29]. - The BAV99-Q diode's market price is highly variable, ranging from 0.2 to 6 RMB, with previous prices nearing 10 RMB [33]. Group 2: Market Demand and Applications - The ICM-42688-P is widely used in AR/VR controllers, wearables, and robotics, indicating strong demand in these sectors [6]. - The W25Q128JVSIQ is essential for consumer electronics, with significant applications in automotive and PC markets, reflecting a recovery in demand [13]. - The KLM8G1GETF-B041 is a popular choice for mobile devices, with its price increase attributed to supply constraints following production halts [19]. - The K4UBE3D4AB-MGCL is utilized in high-performance applications, which explains its price surge amid high demand [22]. - The TL431AQDBZRQ1 is used in automotive applications, highlighting its importance in the automotive electronics market [26]. - The GD25Q64ESIGR is favored in embedded systems, showcasing its relevance in various electronic designs [29]. - The BAV99-Q is designed for automotive applications, emphasizing the ongoing demand for reliable electronic components in this sector [33].

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 sales of surplus stock [1][8]. Group 1: Inventory Management - A significant amount of excess inventory, specifically 100,000 units, incurs 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 article emphasizes the difficulty in promoting and selling surplus materials, indicating a need for effective inventory management solutions [1]. Group 2: Service Offering - The company "Chip Superman" has served a total of 21,000 users and offers discounted sales to clear inventory, with transactions completed in as little as half a day [8]. - The service aims to assist those struggling to sell their excess inventory by providing a platform for better pricing and quicker sales [9]. Group 3: Inventory Details - Chip Superman operates a 1,600 square meter smart storage facility with over 1,000 stock models, representing around 50 different brands and totaling 50 million chips, with an inventory value exceeding 100 million [7]. - The company ensures quality control for each item in its inventory through an independent laboratory located in Shenzhen [7].