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. Group 1: Inventory Management - A significant amount of obsolete inventory, totaling 100,000 units, incurs monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 over six months if not sold [1] - The company offers discounted sales for excess inventory, aiming to clear stock quickly, with transactions completed in as little as half a day [2][8] Group 2: Inventory Listings - The article provides a detailed list of available electronic components for sale, including various models from brands like Microchip, TI, and ST, with quantities ranging from 600 to 90,000 units [5][6] - Specific models listed include the Microchip ATMXT2952T2-C2UR057 with 71,000 units and the VISHAY BAV103-GS08 with 170,000 units, indicating a diverse inventory [5][6] Group 3: Demand for Components - There is an active demand for specific components, with requests for large quantities of models from brands like Toshiba and Qualcomm, indicating a robust market for certain electronic parts [7] - The company emphasizes its capability to meet these demands through its extensive inventory and quick transaction processes [8] Group 4: Company Infrastructure - The company operates a 1,600 square meter smart storage facility with over 1,000 models and a total inventory of 50 million chips, valued at over 100 million [8] - An independent laboratory is established for quality control, ensuring that each component meets industry standards before sale [8]

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，全球芯片分销商TOP2文晔和大联大陆续发布8月份财报： 大联大 8月营收创历年同期次高 达 788.2亿元（新台币，下同） ，月增3%，年减7.1%； 文晔 8月合并营收达 1,000.86亿元 ，月增6.5%，年增22.7%。 本文将分析文晔和大联大近期营收的具体情况以及今年以来的表现。 01 与7月相比 大联大、文晔，营收皆上涨 受惠生成式AI迅速发展，推动相关传统及AI服务器、电源、PC、NB及存储器迭代更换等电子零组 件需求增加等因素影响下，大联大控股2025年8月营收创历年同期次高达 788.2亿元 ，相较上月 新台币765.6亿元， 月增3% ，相较去年同期新台币848.5亿元， 年减7.1% 。 在此前 法说会 上 ， 大联大 展望 三季度 ，以新台币29.5元兑1美元为汇率假设基础，预估营收 将落在 2,450亿至2,650亿元间 ，约季减2.1%至季增5.8% ，毛利率 3.7-3.9%， 营益率 为 1.91-2.09% 。 ...

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 8月中旬，有 芯片分销俱乐部 的同学在群里问：芯科 （Silico n Labs） 好像很缺货，很多人在找， 也有同学表示， 手里的一批货还没来得及捂热就卖完了。 来源：芯片分销俱乐部群聊 阅读本文，你将了解： 芯科哪些芯片在缺货，都用在哪里？为什么会缺？原厂芯科是一家什么样 的公司，业绩表现如何？ 01 MCU缺货涨价， 需求升温 多位做芯科的分销商表示，最近芯科部分型号确实"有点小缺"。需求从今年4月开始逐步升温，价 格小幅上涨后保持稳定，直到 7月份市场明显火热 。不过，并非所有产品都紧缺，这一波主要与 无人机应用相关。 这次行情的主角是芯科的电调 MCU 芯片，主要集中在 EFM8 BB5 系列 、 EFM8 BB2 系列 。 此外， 芯科的物联网SoC （如EFR32MG21系列） 也有一定热度。 EFM8目前热度较高的 型号有EFM8BB51F16G-C-QFN20R、EFM8BB21F16G-C-QFN20R 等等。还出现了 翻倍涨价 的 ...

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 | | RK | RK3568B2 | 23+ | 700 | | RK | RK809-5 | 23+ | 700 | | ON | FGAF20S65AQ | 24+ | 30000 | | ON | AFGHL40T120RLD | 24+ | 30000 | | ON | CAV24C512WE-GT3 | 24+ | 30000 | | ON | FGAF30S65AQ | 24+ | 30000 | | ON | NCS20034DR2G | 24+ | 30000 | | ON | CAV24C32WE-GT3 | 24+ | 30000 | | ON | NCV5703CDR2G | 24+ | 20000 | | ON | FNB80560T3 ...

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！ 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | TOSHIBA | TPH2R608NH,L1Q(M | 720K | | NXP | PESD3V3W1BCSFYL | 36k | | ST | L78L12ACUTR | 39K | | MCC | 1N4148WL2-TP | 210K | | ST | STM32G071GBU6 | 20K | 优势呆料，特价出售 | 品牌 | 型号 | 年份 | 数量 | | --- | --- | --- | --- | | STM | STM32H7A3VGH6 | 23+ | 54288 | | Sony | ALT1250TG-D0-GG | 25+ | 186400 | | Qualcomm | IPQ-8174-0-772FCBGA-MT-00-0 | 22+ | 33437 | | Qualc ...

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 供应商迟迟不交货，还不肯退定金。 客户说好月结，硬是拖成年结，还没有全额付款。 明明公司有钱，硬是不肯结款，催一次给一点，挤牙膏式付款。 做芯片生意，那些年要不回来的钱，怎么办？ 一位 芯片 分销商 向 我们 分享 ， 自己遇到供应商 不肯 退 定金 ， 死马当活马医 ， 去 某 二手 平台 上 寻求 帮助 ， 没想到 竟然 有用 。 阅读 本文 你 将 了解 ： 做 芯片 生意 钱 拿不回来 ， 二手平台 是 如何 在 " 追债" 中 起作用 的 ？ 钱款 拿不回来 ， 一般 有 哪几种 情况 ？ 我们 真的 束手无策 了吗 ？ 01 上二手平台居然有用 最近有人和我们分享了一个"追债"的故事。 小A有个供应商签了几万块 定金迟迟不还， 催了几次之后 对方就开始"装死" 。 于是小A就决定 报警，但是报警后迟迟没有新进展。 无奈之下，小A在某二手平台上找到了一个律师，主页显示 提供法律咨询、文书代写等 专治 "老 赖欠钱不还" 的 相关服务。 死马当 ...

Key Points - The semiconductor industry is experiencing significant growth, with 120 integrated circuit companies reporting a total revenue of 1600.43 billion yuan in the first half of the year, marking a 24% year-on-year increase [15] - The U.S. government plans to impose tariffs on semiconductor imports from companies that do not relocate production to the U.S., while companies that invest in U.S. manufacturing may be exempt from these tariffs [10] - The DRAM market is seeing a resurgence, with overall revenue for Q2 reaching 31.63 billion USD, a 17.1% increase quarter-on-quarter, driven by rising contract prices and increased demand [13] - The Chinese integrated circuit design revenue for the first seven months of the year reached 251.1 billion yuan, reflecting an 18.5% year-on-year growth [12] - Major companies like TSMC and SK Hynix are extending the production of DDR4 memory chips due to high demand, despite previous plans to phase them out [20] - The AI data center chip market is projected to grow significantly, with a forecasted market size of 207 billion USD in 2025, representing a 67% increase from the previous year [24] Industry Events - The U.S. Trade Representative has extended the exemption for tariffs on GPUs and related PC hardware imported from China until November 29, 2025, allowing continued import without high tariffs [11] - The Ministry of Industry and Information Technology in China has launched initiatives to integrate technology and finance in the semiconductor industry, aiming to support long-term investments in hard technology [12] - Companies like Cadence are making strategic acquisitions, such as the planned acquisition of Hexagon's design and engineering division for 3.16 billion USD, to expand their product offerings [18] Company Developments - Hu Silicon Industry announced a major asset restructuring plan involving the acquisition of stakes in several companies, with a transaction amount of 7.04 billion yuan [14] - Moore Threads is seeking to raise 8 billion yuan through an IPO to fund the development of new AI and graphics chips [15] - Nanya Technology reported a significant revenue increase of 141.32% year-on-year in August, driven by improved pricing conditions for DDR4 memory [16]

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？ 算笔账 优势呆料，特价出售 一批十万的呆料压在库存 | 品牌 | 型号 | 年份 | 数量 | | --- | --- | --- | --- | | MICRON MT25QU02GCBB8E12-0SIT 24+ | | | 2500 | | 金士顿 | 04EMCP04-NL2DM627-B01 | | 1751/1832 | | ST | SPC560P44L3CEFAR | 22+ | 3000 | | ST | SPC574S64E3CEFAR | 23-24+ | 4000 | | ST | STM32F031F4P6TR | 21-22+ | 610000 | | ST | STM32H7A3VGH6 | 23+ | 75168 | | ST | VNH7040AYTR | 24+ | 2000 | | TI | UCC27201ADRMR | 23+ | 57000 | | TI | TLV2171IDR | 19+ | 85000 | | TI | BQ24092DGQR | 22+ | 16676 | | INFINE ...

Core Viewpoint - The article discusses the historical and current challenges faced by the South Korean semiconductor industry, drawing parallels with Japan's past struggles and highlighting the impact of U.S. policies on technological independence and market dynamics [5][20]. Group 1: Historical Context - The U.S.-Japan Plaza Accord in 1985 marked the decline of Japan's semiconductor dominance, which is now mirrored by South Korea's current predicament [5][9]. - Japan's semiconductor industry, once a leader, saw its global market share plummet from over 48% in the 1980s to less than 10% by 1995 due to U.S. trade measures [12][13]. - South Korea's semiconductor industry, supported by U.S. technology, grew rapidly, capturing over 30% of the global DRAM market by the mid-1990s [13]. Group 2: Current Challenges - The U.S. has tightened regulations on South Korean companies, requiring individual licenses for importing American semiconductor equipment, which has created significant operational challenges [5][20]. - South Korea's semiconductor market holds approximately 14% of the global share, with over 50% in DRAM and NAND flash sectors, but faces risks of losing this position due to U.S. restrictions [24][27]. - The reliance on U.S. technology and equipment is critical, with over 70% of the technology used in South Korean semiconductor production coming from American firms [27]. Group 3: Future Outlook - The article suggests that South Korea's semiconductor industry must develop a stronger sense of independence and innovation to break free from historical cycles of dependency [23][32]. - Comparatively, while Japan has pivoted to become a major supplier of semiconductor materials, South Korea lacks similar advantages and must navigate its position carefully amid U.S.-China tensions [24][27]. - The rise of China's semiconductor capabilities poses a new challenge, as evidenced by advancements in domestic technology and production capabilities [31][32].

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 20,000 users and offers rapid transaction completion for inventory clearance [2][9] 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 companies struggling to sell excess inventory, promoting discounted sales and quick transactions [2][10] Group 2: Product Offerings - Chip Superman lists various electronic components for sale, including significant quantities of ST brand products from different years, indicating a diverse inventory [5][6] - The company has a total of over 50 million chips in stock, with a valuation exceeding 100 million, showcasing its extensive inventory capabilities [8] Group 3: Market Demand - There is a demand for specific components, with requests for large quantities of certain models, indicating ongoing needs in the market [7] - The article suggests that companies can benefit from utilizing Chip Superman's services to manage their inventory effectively and meet market demands [10]