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 | 年份 | 数量 | | --- | --- | --- | --- | | NEXPERIA | BUK9K17-60EX | 22+ | 100-200k | | NEXPERIA | 74AHC1G32GV-Q100 | 22+ | 100K | | NEXPERIA | BUK765R0-100E | 21+ | 120K | | NEXPERIA | BZT52H-C6V8 | 18+, 22+ | 240K | | NEXPERIA | BUK9226-75A | 21+ | 30K | | ST | STM32F373CBT6 | 23+ | 56500 | | ST | STM32G031C8T6 | 23+ | 53500 | | ST | STM32G431K8U6 | 23+ | 17000 | | | | 25+ | | ...

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！ 每月仓储费➕资金成本至少5k 放半年就亏3万 算笔账 一批十万的呆料压在库存 | 优势物料，特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 年份 | 数量 | | NEXPERIA | BUK9K17-60EX | 22+ | 100- | | | | | 200k | | NEXPERIA | 74AHC1G32GV-Q100 | 22+ | 100K | | NEXPERIA | BUK765R0-100E | 21+ | 120K | | NEXPERIA | BZT52H-C6V8 | 18+, | 240K | | | | 22+ | | | NEXPERIA | BUK9226-75A | 21+ | 30K | | ON | SBAW56LT1G | 25+ | 30000 | | 佰维 | BWCMMQ511G08G | 25+ | 4560 | | 东芝 | THGBMJG9C8LBAB8 | ...

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 2025年11月，DRAM和闪存价格开始飙升。其中DDR5的价格涨幅尤为异常。 笔者 尝试推测背 后可能存在的原因。 01 DRAM价格暴涨 11 月半导体行业最受关注的事件，大概就是 DRAM 与闪存价格正式进入新一轮上涨周期。相关 的新闻已经不少 （例如"LPDD R 供应吃 紧，AI 推动价格飙涨"） ，但仍有必要从行业角度进一步推敲背 后的原因。 11 月 4 日之前价格在 1 万日元以下，之后一路跳涨，先到 11480 日元，再到 16880 日元， 到 12 月初已接近 2.2 万日元，12 月 6 日更涨至 2.4 万日元。换言之，不到一个月时间几乎翻 倍，并且目前呈现缺货状态。以 DRAM 行情的历史经验来看，这显然不是正常的结构性上涨。 图2：价格走势数据通过Keepa获取 0 2 当前的急剧上涨 接近于"恐慌性买盘" 那么，这一轮上涨究竟由谁引发？目前并没有明确信息。从迹象判断，这轮行情与此前 DDR4 上 涨不同，反而 更像是一种 ...

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 over six months [1] - The article emphasizes the difficulty in promoting and selling surplus materials, suggesting that companies can seek assistance from Chip Superman for better pricing and faster transactions [1][10] Group 2: Inventory Offerings - Chip Superman has a substantial inventory, including over 50 million chips across 1,000+ models and 100+ brands, with a total inventory value exceeding 100 million [7] - A detailed list of available materials is provided, showcasing various brands and quantities, indicating a wide range of options for potential buyers [4][5] Group 3: Purchase Requests - The article includes a section for companies looking to purchase specific components, indicating active demand in the market for certain semiconductor parts [6] Group 4: Service Efficiency - Chip Superman claims to complete transactions in as little as half a day, highlighting the efficiency of their service in clearing inventory [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 花姐 近期 和许多不同资源、不同积累、不同背景的芯片分销商深入交流，发现大家做生意有不同 的风险偏好，也根据自身情况有不同的赚钱打法。对此， 花姐总结了芯片分销商七种做生意的 打 法： 第一种是 长期耕耘型。 这类分销商往往从代理体系中出来， 或者深耕某些品牌很多年， 与少数几个品牌、几条原厂线关 系特别深，做的都是相对稳健的生意。其中又可以细分为两类： 一类是囤通用料的，一类是做略 偏门但利润更高的。 囤通用料的看中什么，赚的是什么钱？做略偏门料的，他们挑选料号的标准是什么，背后看中的又 是哪些机会？ 为什么有些公司明明在渠道合规上被原厂重点"盯着"，业务却照样能做？ 背后的原因是什么 ？国 内体制内公司的订单，都在谁的手里，他们有哪些特点？业务上有哪些风险偏好？ 国产原厂 也是同样的逻辑，尤其是做 LDO、MOS 的 。 为什么说 真正挣钱的，是缺货来的那一 刻 ？ （加入 俱乐部2.0 免费查看更多内容） 第 三 种是抓下游稳定需求型。 比如那些 ...

Core Viewpoint - The article discusses the ongoing price increases across the semiconductor supply chain, driven by rising raw material costs and surging demand from AI applications, leading to a widespread tightening of supply and price hikes across various components [3][4][6]. Group 1: Price Increases in PCB and Wafer Manufacturing - The price increase trend has spread to the PCB industry, with major players like 建滔 and 南亚 raising prices by 5% to 10% and 8% respectively due to rising raw material costs [8][9]. - TSMC has announced price hikes for advanced process nodes, with increases expected to be in the range of 8% to 10% starting in 2026, and potentially up to 50% for 2nm wafers [12][11]. Group 2: Storage Market Dynamics - The storage market is experiencing significant price increases, with DRAM and NAND prices rising by 20% to 30% due to AI demand and supply constraints [15][19]. - Major manufacturers like 三星 and SK海力士 have suspended pricing for certain products, indicating a tightening supply situation [17][18]. - Flash memory prices have surged, with companies like 闪迪 announcing a 50% increase in NAND flash contract prices [21]. Group 3: Passive Components Price Adjustments - Passive component manufacturers are also raising prices, with increases driven by raw material costs and heightened demand from AI applications [32][33]. - Companies like 国巨 and 风华高科 have issued price hikes for various components, with increases ranging from 5% to 30% [35][36]. Group 4: Power Devices and Other Components - The power semiconductor market is seeing price increases, particularly following the 安世事件, which has led to a surge in demand for alternative products [42][44]. - 华润微 has confirmed price increases for certain IGBT products, citing rising raw material costs and strong order performance as key factors [45]. Group 5: Market Sentiment and Future Outlook - The overall sentiment in the semiconductor market remains optimistic, with expectations of continued price increases and strong demand driven by AI and other emerging technologies [26][27][28]. - The storage market is anticipated to maintain a tight supply situation, with companies like 兆易创新 predicting further price increases in the coming quarters [23].

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 - A significant amount of obsolete materials is causing financial strain, with monthly storage and capital costs estimated at least 5,000, leading to a potential loss of 30,000 over six months [1] - The article suggests that companies struggling to sell their inventory can utilize Chip Superman's services for better pricing and faster transactions [1][9] Group 2: Chip Superman's Offerings - Chip Superman operates a 1,600 square meter smart warehouse with over 1,000 stock models and 50 million chips, valued at over 100 million [7] - The company has an independent laboratory in Shenzhen for quality control, ensuring that each item undergoes inspection [7] - The platform offers discounts for inventory clearance, with transactions completed in as little as half a day [8] Group 3: Demand for Specific Components - The article lists specific components that are in demand, indicating a market need for various semiconductor products [6] - It highlights the importance of understanding market trends and customer needs in the semiconductor sector [6]

以下文章来源于酷玩实验室 ，作者酷玩实验室 酷玩实验室 . 关注中国科技发展与产业升级！ 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 01 等等党永远的痛 当图吧攒机老哥在几个月前发帖吐槽内存条和固态硬盘越来越贵时，或许很少有人会想到， 一场 席卷整个消费电子行业的内存涨价风暴，已经悄然开启。 如今打开电商平台，任意挑选一款16GB DDR5 内存条，已经很难找到800元以下的产品；一块 最基础的M.2接口固态硬盘，每TB价格将近800块钱， 而就在今年年初，同样规格的产品只需要 不到一半价钱就能拿下。 此番场景不禁让人会回想起几年前挖矿狂热时那批被炒至天价的游戏显卡，稍微有点不同的是，相 较于矿场散户囤货居奇， 这次出手大肆扫货的金主是资金流更加充沛且稳定的各大AI巨头。 以上这些都只是目前我们可以感知到的最直接的变化。 随着这轮内存涨价压力继续传递， 接下来包括手机、平板、PC等一系列消费电子产品售价都会受 到不同程度的影响 ， 特别是大部分中低端千元机，相较于旗舰手机这部分机型由于内存原本 ...

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 公开资料显示，摩尔线程成立于2020年6月，核心业务为全功能GPU芯片的研发、设计与销售， 产品涵盖数据中心级、桌面级GPU及相关软件系统。是极少数支持从FP8到FP64等全计算精度的 国产GPU厂商，也是国内极少数同时布局B端与C端市场的GPU企业。 根据公司招股说明书，其主要产品 包括 ： 刚刚， " 国产GPU第一股"摩尔线程正式登陆科创板 。 12月5日，摩尔线程在科创板上市， 当日开盘上涨468.78% ，报650元， 市值超3000亿 。按 开盘价计算，打新中签的投资者500股新股可获利26.78万元，成为今年以来最赚钱的新股之一。 | < W | N摩尔-U(688795) | | | | | | --- | --- | --- | --- | --- | --- | | | 交易中 12-05 09:25:01 融 成 | | | | | | | 650.00 额 14.5亿 股本 4.70亿 市盈™ -210 | | | 万得 盘口 ...

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 | | NEXPERIA | BUK9K17-60EX | 22+ | 100K | | NEXPERIA | 74AHC1G32GV-Q100 | 22+ | 100K | | NEXPERIA | BUK765R0-100E | 21+ | 120K | | NEXPERIA | BZT52H-C6V8 | 18+, 22+ | 240K | | NEXPERIA | BUK9226-75A | 21+ | 30K | | STM | STW20N95K5 | 2339/2344- | 80000 | | | | 2350/2401/2402 | | | STM | STW70N60DM2 | 2402/2403/2436/2441/2442 | 730 ...