Core Viewpoint - The storage chip market is expected to be the main focus throughout 2025, with ongoing reports of shortages and price increases continuing into 2026, indicating a sustained upward trend in the industry [3]. Group 1: Wafer Manufacturing - TSMC reported that its customers are not affected by storage price increases, achieving a record revenue of NT$3.8 trillion in 2025, a 31.6% year-on-year increase, with a gross margin of 59.9% [9][10]. - SMIC achieved an unaudited revenue of $9.327 billion in 2025, a 16.2% increase year-on-year, with a net profit of $685 million, up 39.1% [12]. - Huahong Semiconductor reported a revenue of $635 million in Q3 2025, a 20.7% year-on-year increase, with a gross margin of 13.5% [13]. Group 2: Storage Manufacturers - Samsung Electronics achieved a record revenue of 333.6059 trillion KRW (approximately $233.8 billion) in 2025, a 10.9% increase year-on-year, with a net profit growth of 31.2% [18]. - SK Hynix reported a record revenue of 97.15 trillion KRW (approximately $681.6 billion) in 2025, a 47% increase year-on-year, with a net profit of 42.95 trillion KRW [20]. - Micron's revenue surged from $25.11 billion to $37.38 billion in the 2025 fiscal year, with a 56.6% year-on-year increase in Q1 2026 [22]. Group 3: Storage Modules - Jiangbolong expects a revenue of 22.5 billion to 23 billion CNY in 2025, a 29%-32% increase, with a net profit growth of 150.66% to 210.82% [38]. - Bawei Storage anticipates a revenue of 10 billion to 12 billion CNY, with a net profit increase of 427.19% to 520.22% [39]. - Demingli expects a revenue of 10.3 billion to 11.3 billion CNY, with a net profit growth of 85.42% to 128.21% [40]. Group 4: Chip Distributors - Wanye achieved a revenue of approximately NT$1.18 trillion in 2025, a 22.8% year-on-year increase, marking a record high [49]. - Dalian Dadi reported a revenue of NT$999.12 billion in 2025, a 13.4% increase, driven by AI and high-performance computing demand [51]. - Airo's annual sales reached $30.853 billion in 2025, a 10% increase year-on-year [53].

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！ 求购以下料号 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | 华邦 | W25Q16JVSSIQ | 30K | 两年内 | | 三星 | K4AAG165WA BCTD | 10K | 两年内 | | 芯科 | RS9113-N00- D0W-X78 | 1764个 | 两年内 | | TI | TPS62932DRLR | 20K | 现货 | | 华邦 | W25Q80DVSSIG | 50K | 25+ | | 华邦 | W631GU6RB09I | 6K | 两年内 | | 华邦 | W664GG6RB-06 | 10K | 两年内 | | 旺宏 | MX66L2G45GXRI10K | | 两年内 | | 旺宏 | MX66L2G45GXRI00 | 10K | 两年内 | | ADI | ADL5304ACPZ | 3K ...

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！ 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 | 优势物料，特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 年份 | 数量 | | 三星 | KLM8G1GETF | 两年内 | 10k | | B041 | | | | | CXMT/长鑫 | CXDB4CBAM | 两年内 | 10k | | ML-A | | | | | 三星 | K4B4G1646E | 24+ | 10k | | --- | --- | --- | --- | | | BYMA | | | | 三星 | K4B4G1646E | 25+ | 10k | | | BCNB | | | | 三星 | K4UBE3D4AM | 24+ | 200K | | | SGCL | | | | 三星 | K4UBE3D4AM | 24+ | 200000 | | | SGCL | | | | 圣邦微 | SGM804- ...

Core Insights - The article highlights the performance of the top four global semiconductor distributors in 2025, showcasing significant revenue growth across all companies, indicating a recovery in the semiconductor industry after a challenging period [3][32]. Group 1: Revenue Performance of Top 4 Distributors - The top four semiconductor distributors by revenue in 2025 are: WPG Holdings (文晔) with approximately $37.861 billion, WPG Holdings (大联大) with about $32.058 billion, Arrow Electronics (艾睿) at $30.853 billion, and Avnet (安富利) with $23.151 billion [3][4]. - WPG Holdings achieved a record revenue of approximately NT$1.18 trillion, marking a year-on-year growth of 22.8% [6][32]. - WPG Holdings' revenue is primarily driven by demand from AI-related applications, with data center and server revenue accounting for 48.1% of its total revenue in Q3 2025 [20][21]. Group 2: Market Trends and Growth Drivers - The semiconductor sales in 2025 reached $791.7 billion, a 25.6% increase from 2024, with Asia-Pacific contributing 45% of the total sales [18][32]. - The recovery in the semiconductor market is attributed to the resurgence of demand in various sectors, including AI, data centers, and automotive electronics, which are expected to continue driving growth into 2026 [21][26]. - Arrow Electronics reported a strong performance in the Americas, driven by aerospace, defense, and industrial sectors, while EMEA and Asia also showed significant growth [26][30]. Group 3: Future Outlook - WPG Holdings anticipates sustained growth in 2026, driven by strong demand for AI servers and cloud services, alongside a recovery in automotive and industrial markets [21][28]. - Both Arrow Electronics and Avnet expect continued recovery, with positive trends in demand across most end markets, particularly in Asia [28][31]. - The overall sentiment in the semiconductor industry is optimistic, with all top four distributors showing signs of recovery and growth potential as they adapt to changing market dynamics [32].

2 0 2 6 年 ， 电子 行业 涨价消息不断 。 之前 ， 我们 汇总 整理 了 ：上游覆铜板大厂涨价、 三星、SK海力士等存储大厂涨价、台系被动厂商加入被动 元件 涨价潮 等 涨价 信息 。 近期， 又有 不少 产业链 上下游 厂商 有 涨价 动作 ，包括： 晶圆代工大厂力积电、汽车 芯片 大厂 英飞凌 、 连接器 大厂 T E 、多家 国产芯片 厂商 、 欧姆龙 等 。 我们汇总 并 更新了近期发布涨价函以及在现货市场中有涨价表现的厂商，以供参考。 文中涨价函来多自于网络以及读者朋友圈，仅供参考，以官宣为主。 | 上游原材料、PCB: 金属涨 | Resonac: 3月1日起涨价 | | --- | --- | | 价带动上涨 | 建滔积层板:两次涨价 | | | 南亚:全系列CCL及PP涨价8% | | 晶圆厂:产能紧张,部分涨 | 力积电:驱动IC代工涨价 | | | 部分晶圆厂:8英寸晶圆代工涨价 | | 117 | 台积电:连续四年调涨价格 | | | 中芯国际:已对部分产能实施涨价,涨幅约10% | | 存储:涨价消息不断 | 三星: DRAM涨完NAND涨 | | | SK海力士:大幅调涨 ...

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！ 优势物料，特价出售 | 品牌 | 型号 | 年份 | 数量 | | --- | --- | --- | --- | | 华邦 | W25Q40CLWI | 22+ | 30K | | 金士顿 | EMMC16G MW28-GA01 | 两年内 | 3040 | | | W25Q512JVFJQ21+ | | 15000 | 华邦 | GDQ3BFAM GD/兆易创新 | 25+ | 5120 | | --- | --- | --- | | CJ | | | | ST | STM32F030F4P6TR 22+ | 2500 | | TOSHIBA/东 | TMPM470FZFG22+ | 9900 | | 芝 | | | | POWER LNK3294G-TL | 24+ | 1000 | | TI/德州仪器 | ADS8548SRGCT22+ | 80 | | INFINEON/英 I ...

Core Viewpoint - The article emphasizes the importance of international exposure for companies in the chip industry, particularly through participation in global exhibitions like the electronica in Munich, Germany, which is considered the largest chip-related exhibition in the world [2][3]. Group 1: Current Industry Challenges - The primary pain point for many companies in the chip distribution sector is intense competition and price pressure from domestic clients, leading to thin profit margins [2][3]. - Many industry players are questioning their efforts, realizing that the issue lies not in their hard work but in the strategic direction of their business [3]. Group 2: Benefits of International Exposure - Participating in international exhibitions allows companies to gain insights into global industry trends and establish valuable connections with potential partners and clients [5][6]. - The experience of attending such events can lead to significant business opportunities, as evidenced by past participants who successfully built foreign trade teams and capitalized on the chip shortage from 2020 to 2022 [6][7]. Group 3: Upcoming International Tours - The 2024 tour will feature two options: a basic group focused on affordability and convenience, and a high-end group offering premium experiences [9][14]. - The high-end group will include visits to prestigious institutions and companies in Germany and France, providing participants with deep insights into the semiconductor industry and fostering high-quality networking opportunities [14][15]. Group 4: Itinerary Highlights - The itinerary for the 2026 tour includes a deep dive into the electronica exhibition, networking events, and visits to key industry players and research institutions in both Germany and France [19][21]. - Participants will have the opportunity to engage in customized activities that facilitate meaningful exchanges and discussions about international trade and business strategies [10][20].

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 company offers a platform for selling surplus materials, claiming to have served 22,000 users and can complete transactions in as little as half a day [8]. Group 2: Inventory Listings - The article lists various semiconductor components available for sale, including: - 30,000 units of W25Q40CLWI from Winbond, manufactured in 2022 [4]. - 2,000 units of MT29F64G08AECDBJ4-6ITR:D from Micron, manufactured in 2021 [5]. - 1800 units of S29GL128P11FFIV20A from Spansion, manufactured in 2021 [5]. - The total inventory includes over 5,000,000 chips across more than 1,000 models and 100 brands, with a total inventory value exceeding 100 million [7]. Group 3: Purchase Requests - The article also includes a list of requested components, such as: - 10,000 units of K4AAG165WA-BCTD from Samsung [6]. - 50,000 units of W25Q80DVSSIG from Winbond, with a manufacturing year of 25+ [6]. - This indicates ongoing demand for specific semiconductor components in the market [6].

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 瑞萨电子 （以下简称瑞萨） 于2026年2月5日公布了2025年12月期全年业绩（Non-GAAP口 径）。营收同比 下降2.2% 至1.3185万亿日元，毛利率同比上升1.6个百分点至 57.6% 。营业 利润同比减少110亿日元至3869亿日元，营业利润率同比下降0.2个百分点至29.3%。当期净利 润同比减少311亿日元至3293亿日元。 | | 2024年12月期 | | | | | | 2025年12月期 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (億円) | 第4四半期 (10-12月) | 通期 (1-12月) | 第3四半期 (7-9月) | 第4四半期 (10-12月) 子想 | 第4四半期 (10-12月) 実績 | 前年同期比 前四半期比 (YoY) | | 予想比1 (QoQ) (10/30時点) | ...

Core Viewpoint - The article discusses the recent IPO application of Suiyuan Technology, a Shanghai-based AI chip unicorn, and its potential impact on the domestic AI chip industry, highlighting its product development plans and market positioning [6][8][16]. Group 1: Company Overview - Suiyuan Technology was established in March 2018 with a registered capital of 387 million yuan and has developed four generations of cloud AI chips [8]. - The company has a complete product system that includes AI chips, AI acceleration cards, intelligent computing systems, and AI computing software platforms [10]. - Major shareholders include Tencent Technology, National Big Fund Phase II, and Meitu Technology, holding 19.95%, 4.32%, and 1.31% respectively [12]. Group 2: Market Position and Competitors - The domestic cloud AI chip industry is in its early stages, with key players including Huawei HiSilicon, Cambricon, and Suiyuan Technology [12]. - As of January 22, 2023, the total market capitalization of competitors like Cambricon and Moore Threads is significant, with Cambricon at 570.5 billion yuan [13]. - Suiyuan Technology's market share in the AI acceleration card segment is approximately 1.4%, ranking it among the top domestic AI chip manufacturers [13]. Group 3: Financial Performance - Suiyuan Technology's revenue for 2022, 2023, and projected for 2024 is 90 million yuan, 301 million yuan, and 722 million yuan respectively, with net losses of 1.116 billion yuan, 1.665 billion yuan, and 1.510 billion yuan [17][20]. - The company's gross margin has been below the average of comparable companies, with figures of 78.07%, 22.60%, 30.59%, and 36.23% for the respective years [20][21]. - The company expects to reach breakeven by 2026 based on current orders and product delivery schedules [21]. Group 4: Product Development and R&D - The company plans to raise 6 billion yuan through its IPO to fund the development and industrialization of its fifth and sixth-generation cloud AI chip series [16][17]. - Suiyuan Technology has established a strong R&D team, with 658 R&D personnel, accounting for 76.51% of its total workforce [34]. - The company has developed a full-stack AI computing and programming software platform, "Yusuan TopsRider," to facilitate the integration of its hardware with AI applications [32]. Group 5: Customer Base and Sales Strategy - Suiyuan Technology has a high customer concentration, with sales to its top five customers accounting for over 90% of its revenue in recent years, primarily driven by sales to Tencent Technology [36][38]. - The company has established a stable partnership with Tencent, which has been its largest customer since 2019, contributing significantly to its sales [37]. - The company is actively exploring collaborations with domestic network operators and expanding into various industry verticals [39]. Group 6: Future Outlook - The company aims to enhance its domestic supply chain capabilities and develop a fully localized AI chip product line [49][53]. - Predictions indicate that the share of non-GPGPU chips in AI server chip shipments will increase from 36% in 2024 to 45% by 2027, highlighting a growing market opportunity for Suiyuan Technology [49].