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 [10] Group 1: Inventory Management - A significant amount of obsolete materials is held in inventory, leading to monthly storage and capital costs of at least 5,000, resulting in a potential loss of 30,000 after six months [1] - The article suggests that companies struggling to sell their excess inventory can utilize Chip Superman's services for faster transactions [1][10] Group 2: Product Offerings - Chip Superman lists various electronic components available for sale, including a wide range of Nexperia products with quantities reaching up to 1,200,000 units for certain models [4][5] - The company claims to have a total inventory of over 50 million chips, with a value exceeding 100 million [9] Group 3: Market Position - Chip Superman operates a 1,600 square meter smart warehouse with over 1,000 different models and 100 brands, indicating a strong market presence [9] - The company has established an independent laboratory in Shenzhen for quality control of each component [9]

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 [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] - Chip Superman offers a platform for selling excess inventory quickly, with transactions completed in as little as half a day [8] Group 2: Inventory Listings - A detailed list of available materials for sale is provided, including brands like Onsemi, Nexperia, and MPS, with quantities ranging from 4,000 to 100,000 units [4][5] - The inventory includes various models and years, indicating a diverse selection for potential buyers [4][5] Group 3: Purchase Requests - The article lists specific semiconductor components that are in demand, with quantities requested reaching up to 150,000 units for certain models [6] - This reflects ongoing market needs and potential opportunities for suppliers to meet these demands [6] Group 4: Company Infrastructure - Chip Superman operates a 1,600 square meter smart warehouse with over 1,000 models and a stock of 50 million chips, valued at over 100 million [7] - The company also has a dedicated laboratory in Shenzhen for quality control of each component [7]

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26日晚间， 英唐智控 公告，本次交易的标的公司为 桂林光隆集成科技 有限公司 （以下简 称"光隆集成"） 、 上海奥简微电子科技 有限公司 （以下简称"奥简微电子"） 。公司股票自2025年10 月27日开市时起开始停牌。 来源 ： 英唐智控 公告 停牌前一个交易日即 10月24日，英唐智控 报11.42元/股，公司总市值达到129.6亿元。 动态市 盈率为210.86倍。 阅读 本文 你将了解 ： 英唐智控 这次 要买的 两家 公司 是啥 背景 ？ 英唐智控 是一家 怎样 的 公司 ， 怎么长大的，这些年 又有 哪些 收购 动作 ？ 0 1 英唐智控 一口气 买 两家 芯片 公司 根据英唐智控的公告， 本次交易事项尚处于筹划阶段，公司目前正在与标的公司股东接洽，已与 持有光隆集成 100%股份的股东桂林光隆科技集团股份有限公司签署意向协议，已与合计持有奥 简微电子 76%股份的上海从简企业管理合伙企业 （有限合伙） 、上海涵简企业管理合伙企业 ...

Core Viewpoint - The article discusses the Xiaomi SU7's central control screen, focusing on its chip usage and design features, highlighting both its strengths and areas for improvement [5][71]. Design and Materials - The central control screen of the Xiaomi SU7 is designed as a separate display unit, with the main processing unit hidden within the dashboard, similar to designs used by BYD [6]. - The screen has a thickness of 18mm and utilizes side-lit backlighting, comparable to Tesla and other models [6]. - The screen is manufactured by Huaxing and features a 16.1-inch 3K resolution LCD [6]. - The design incorporates a metal back cover for electromagnetic shielding, which is rare among domestic vehicles [71]. Chip Overview - The article lists several key chips used in the Xiaomi SU7's central control screen: - **LP8866QRHBRQ1**: A Texas Instruments automotive display LED backlight driver with six high-precision current channels, supporting a maximum current of 200mA per channel and a dimming ratio of up to 32000:1 [15][22]. - **MAX96772GTM/V+**: An Analog Devices 6Gbps GMSL2 EDP data transceiver chip, facilitating high-speed data transmission between the camera and display [20]. - **TPS7B6833QPWPRQ1**: A Texas Instruments 500mA automotive LDO with watchdog timer functionality, ensuring stable voltage output for the screen's circuits [23]. - **FS32K144HFT0VLLT**: An NXP high-performance automotive MCU, designed for various electronic applications within the vehicle [28]. - **R7F7010233AFP**: A Renesas automotive MCU, potentially controlling peripheral devices of the central control screen [33]. Functionality and Safety - The use of dual GMSL interfaces in the central control screen suggests a design aimed at enhancing functionality and safety, possibly to meet ASIL-D level safety standards [74]. - The article notes that the mainboard of the central control screen lacks encapsulation and heat sinks, which may be a point of concern for thermal management [75].

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 [8] 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] - Chip Superman offers a platform for selling excess inventory quickly, with transactions completed in as little as half a day [8] Inventory Listings - The article lists various semiconductor components available for sale, including: - Onsemi components such as SMMBTA42LT1G (66,000 units) and MC33153DR2G (60,000 units) [4] - Nexperia components like NX7002AK (35,490 units) and PMV50EPEAR (30,000 units) [4][5] - The total inventory includes over 1,000 models from around 100 brands, with a total stock of 50 million chips valued at over 100 million [7] Purchase Requests - The article also includes a section for requested components, indicating a demand for specific semiconductor parts from brands like Onsemi and Eaton, with quantities reaching up to 100,000 [6] Company Infrastructure - Chip Superman operates a 1,600 square meter smart warehouse for semiconductor storage, ensuring quality control through an independent laboratory in Shenzhen [7]

Core Viewpoint - The article discusses the geopolitical tensions surrounding the semiconductor industry, particularly focusing on the conflict involving Dutch company Nexperia (formerly part of Philips and NXP) and its Chinese parent company, Wingtech Technology, amid U.S. export controls and Dutch government intervention [5][28][36]. Group 1: Background of Nexperia - Nexperia originated as a core semiconductor division of Philips and later became a part of NXP, which has shifted its focus to high-profit sectors like IoT and automotive chips, leading to Nexperia being spun off due to its lower profit margins in power semiconductors [15][16]. - Nexperia specializes in power semiconductors, which include diodes and transistors, and has established itself as a leader in automotive-grade chips, holding significant market shares in various segments, including 40% of the global inverter chip market for electric vehicles [18][20][25]. Group 2: Acquisition and Growth - In 2019, Wingtech Technology acquired Nexperia for over 34 billion yuan, transforming it into a Chinese subsidiary, which subsequently experienced significant growth, with revenue increasing by 60% and net profits multiplying since the acquisition [23][25]. - Nexperia's success has been bolstered by the rise of China's new energy vehicle market, with 40% of its shipments directed to Chinese automakers, contributing to substantial tax revenues and job creation in Europe [25]. Group 3: Geopolitical Tensions - In December 2022, Wingtech was placed on the U.S. export control entity list, which was later expanded to include Nexperia, prompting the Dutch government to intervene and take control of the company, citing national security concerns [28][31]. - The Dutch government's actions included freezing Wingtech's global subsidiaries and replacing its management, which has been criticized as a capitulation to U.S. pressure and a move to seize valuable assets [31][34]. Group 4: Impact on the Semiconductor Supply Chain - Following the Dutch government's intervention, China responded with export controls on Nexperia's products, halting shipments from its critical manufacturing facilities in Dongguan and Huizhou, which are essential for the global supply chain [36][37]. - The European automotive industry expressed alarm over potential chip shortages, with major manufacturers warning that their production lines could face immediate disruptions due to the lack of semiconductor supplies [41][42]. Group 5: Future Implications - The situation highlights the fragility of global supply chains in the semiconductor industry, where geopolitical tensions can rapidly escalate into significant operational challenges for companies [46]. - The article suggests that the era of easily seizing foreign assets through legal means is over, emphasizing the need for careful consideration before leveraging such strategies in a globalized economy [47][48].

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 。 最近，安世 品牌 在 芯片现货 市场上 热度飙升 ， 找货 和 出货 异常活跃，不少人开始 关注 相 关 型号 。 为了让大家快速掌握市场动向，我们根据第三方平台热度 ，以及市场上 找货需求 ， 筛选 出 了 目前 市场 需求 火热 的 一些 代表 芯片 。 其中，车规级产品较非车规级产品热度更高。这些热门型号几乎覆盖了安世汽车产品的核心类别 ： 汽车逻辑、汽车MOSFET、汽车ESD保护和TVS等 。 来源 ： 安 世 官网 本文将带你快速了解这些热门料号不同的功能特点、应用场景。由于安世产品型号多达一万种，市 场上流通的料号有限，以下内容仅涉及部分热门料号，覆盖面不一定完整，仅供大家参考 （ 不构成 任何交易建议 ） ： 1、 74HC 系列： 通用的汽车逻辑芯片，找货需求热 2、 BUK9219-55A：停产紧俏的汽车MOSFET 3、 PESD1LIN： 第三方平台搜索热度高 4、 BAV99 / BAV99-Q：抢手的 二极管，有人寻找替代 5、 BC打头： ...

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！ 优势呆料，特价出售 | 品牌 | 型号 | 年份 | 数量 | | --- | --- | --- | --- | | NXP | FS32K148UAT0VLQT | 22+ | 6600 | | ST | STA516B13TR | 22+ | 65000 | | ST | TDA7491P13TR | 22+ | 75000 | | Nexperia | BUK9M28-80EX | 24+ | 213000 | | Nexperia | PMZB670UPE,315 | 25+ | 20000 | | Nexperia | PBSS4360ZX | 24+ | 200000 | | Nexperia | PDZ3.9BGWX | 24+ | 18000 | | Nexperia | PMN42XPEAH | 24+ | 39000 | | Nexperia | 74LVC14AB ...

随着PCIe 6.0和即将到来的PCIe 7.0技术的高速发展，传输速率不断突破极限，从112Gbps到224Gbps的应用 逐渐成熟，未来甚至448Gbps的高速链路也将在实际场景中落地。伴随着速率的大幅提升，高速信号的完 整性（SI）问题也变得日益突出。从信号反射、串扰、到通道损耗等因素，设计和验证过程面临前所未有 的挑战。在这一背景下，TDR（时域反射计）测试作为重要的测量手段，对传输线的阻抗控制及信号路径 问题的定位至关重要。TDR测试不仅能够直观反映传输线的阻抗特性，还可帮助工程师快速识别故障点， 是解决高速信号完整性难题的"关键武器"。 传统的TDR测试需要使用阶跃信号源和示波器，现在比较流行的另一种TDR测试是使用矢量网络分析仪来进行TDR 测量，这部分的介绍可以参考本公众号以前的文章： 《 【实践分享】网分的TDR功能，时频域的双向奔赴 》 。 经常进行TDR测试的小伙伴儿都会注意到在TDR测试中，不管是示波器测试还是矢量网络分析仪测试。阻 抗曲线都会随横轴（t）增加而逐渐增大，而且分别从两个端口测试，都会出现阻抗上飘的现象，如图 1所 示，可以看出，从0.11 ns到3.45 ns，阻抗上升 ...

Nexperia (Shanghai) L 尊敬的各位客户: Dear customers, 安世半导体中国实体作为运营扎根中国、战略放眼全球的中国企业,严格遵守中国法律,合法、合 规、独立运营。我们始终把客户利益放在第一位。目前,安世半导体中国实体各项生产经营正有序推进, 公司董事会、管理层及全体员工正尽最大努力致力于保障广大客户供应链稳定。然而，令人遗憾的是, 荷兰安世半导体现任管理层在此情况下不但继续无视安世半导体中国实体的合法权益,试图干扰公司正 常经营,甚至不顾广大客户的切身利益,向贵司散布与事实不符的信息,无端质疑产品合规性、质量标 准和技术能力,企图混淆视听,干扰贵司正常采购决策。我们对此坚决反对,并将采取一切手段依法维 权。 Nexperia China entities, as Chinese enterprises with deep-rooted operations in China and global strategies, strictly adheres to Chinese laws, operating legally, in compliance, and indepen ...