撑到 Q 2 已经 很不容易了 ！ 不知不觉，今年又快过去一半了 和去年冰河纪一样的行情相比 今年多少有了点盼头 但是 卷价格、卷账期、卷 服务 也是 一个没 落下 但我想说 因为 现在 的 芯片 人 是这样 的 ↓ ↓↓ 01 业务：卷，还在继续卷 做内贸开始转 外贸 做 贸易的 开始 转 配单 转到哪 卷 到哪 ↓ 看着 订单 不少 一算 利润 还没 运费 多 每个月 都在 催回款 催得不积极，回款难到账， 催得太积极，又容易 伤感情 ↓ 库存清了两三年了 现在还没清完 ↓ ↓ 就连 芯片外贸 ，也开始卷了 老外客户手上供应商变多了，价格越来越卷 天天都是： "Your price is vel y v el y high . " ↓ 今年，也开始尝试用 A I 辅 助 业务 结果发现说再多，还是不如 价格便宜 ↓ 有时候，自己 成不 成单 已经不重要 更重要的是， 别人不能成单 ↓ 02 行情：头几个月还有点水花 怎么最近又没了 春节前后，需求不错 有一个分销商老板说，他已经开始 打鸡血 了 今年 好 好干 一场，燥候行情复苏 ↓ MAGA 难道是 MAKE ADI GREAT AGAIN? ↓ 5月份 ...

芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。同时，芯片超人在深圳设有独立实验室，每颗物料 均 安排QC质检 。 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | ST | STPS30170DJF-TR | 21K | | TDK | ICM-42688-P | 40K | | 英飞凌 | TLD2314EL | 10K | | TI | CDC3RL02BYFPR | 30K | | 村田 | XRCGB27M000FAN16R0 | 15K | | 村田 | DFE322520FD-4R7M | 100K | 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | Micron | MT53E1536M32D4DT-046 AIT:A TR | 350000PCS | 22+到24+ | | BROADCOM | BCM53284MKPBG | 558PCS | 22+ | | ...

以下文章来源于jed风语者 ，作者jedi jed风语者 . 观念固然重要，行动才是灵魂。 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 。 宣传、直播、朋友圈广告等合作需求 扫码加我本人微信 刚进大学校门就看到一个 大幅标语"欢迎你，未来的工程师！ " 觉得 工程师这个 称呼很体面， 也曾憧憬穿着工作服在小男孩冰箱厂工作。 后来在通信这个风口行业，职业早期 从研发工程师，到 现场应用工程师(FAE) ，混迹了几家通信 和芯片大厂。有些趣事值得回忆，也有些经验可以分享，就说说FAE那些事儿吧。 东南大学四牌楼校 区 图书馆 >> FAE的光环 毕业后在菊厂研发通信设备， 接触的都是 新 技术 。 芯片全靠进口，数据手册全是英文，资料不 太全也会经常修正，互联网还不发达。 经常需要 芯片厂家现场 支持，尤其是新技术，更需要专 家常来培训交流。 现场应用工程师， FAE，是芯片行业的通用称谓，是厂家最前线的技术交流窗口。 主芯片导入量产周期较长，短则一年半载，长则两三年。 一旦选定， 想换方案比较费劲，大部分 芯片没有兼容 ...

Core Viewpoint - The merger between AI chip company Haiguang Information and server manufacturer Zhongke Shuguang is a significant event in the Chinese semiconductor industry, expected to reshape the competitive landscape and optimize operational efficiencies [5][32][48]. Group 1: Merger Details - Haiguang Information, with a market value of 316.4 billion yuan, is set to acquire Zhongke Shuguang, which has a market value of 90.5 billion yuan, marking a strategic consolidation in the semiconductor sector [5]. - Zhongke Shuguang holds a 27.96% stake in Haiguang Information, indicating a complex interrelationship between the two companies [8][12]. - The merger aims to enhance the integration of their operations, from chip production to software and systems, thereby creating a more robust supply chain [32][44]. Group 2: Financial Implications - In 2024, Zhongke Shuguang reported a pre-tax profit of 2.291 billion yuan, with significant contributions from government subsidies and investment income, particularly from Haiguang Information [9][11][12]. - Haiguang Information's revenue for 2024 is projected at 9.162 billion yuan, with a notable operating profit margin compared to Zhongke Shuguang [15][39]. - The merger is expected to reduce operational costs by streamlining sales channels and eliminating redundant expenses, potentially lowering the combined company's expense ratios [38][39]. Group 3: Market Position and Strategy - The merger is seen as a strategic move to address existing competition and optimize financial performance, as both companies have intertwined business operations [30][38]. - The combined entity is anticipated to provide a comprehensive solution in the AI era, aligning with global trends towards integrated computing solutions [44][48]. - The relationship between Haiguang and Zhongke Shuguang is characterized by mutual dependency, with each company significantly contributing to the other's profitability [23][24][30].

Group 1: Industry Trends - The U.S. has extended the tariff exemption on Chinese GPU and motherboard imports until August 31, 2025, delaying potential price increases for these components [7] - The global semiconductor market is projected to reach $700.9 billion by 2025, with an expected growth rate of 11.2% [8][11] - The DRAM market is experiencing high prices, which may suppress procurement demand in certain sectors [15] Group 2: Company Developments - Guokai Microelectronics plans to acquire a 94.366% stake in Zhongxin Ningbo, enhancing its capabilities in high-end filter and MEMS manufacturing [9] - STMicroelectronics announced a layoff of 5,000 employees over the next three years, including 2,800 positions previously announced [10] - Broadcom reported a record Q2 revenue of $15 billion, with AI chip revenue exceeding $4.4 billion, marking a 46% year-over-year increase [11] Group 3: Market Dynamics - The global semiconductor equipment market saw a significant decline in sales in China, dropping 18% to $10.26 billion, while Taiwan's market surged by 200% [8] - The first quarter of 2025 saw a 1.6% year-over-year decline in global PC GPU shipments, totaling 68.8 million units [17] - The smartphone market in Latin America experienced a 4% decline in Q1 2025, ending a six-quarter growth streak [18]

线下产业大会举办、出海产业考察、企业线上+线下，差异化资源定制方案、 宣传、 直播、朋友 圈广告等合作需求，请扫码联系。 添加时请注明公司和需求 写了8年原创文章，公众号 【芯世相】 以及 【芯片超人】 已经累计发布 10 0 0+ 篇 高质量原 创文章，内容垂直精准，在行业内也具有了一定的影响力。 从创业之初，我们就注重私域的运营，从最初的群裂变、写文章留二维码，到近几年运营团队的精 细化运营，目前我们的私域朋友圈里已经有了数量庞大的产业好友了。 在 2023 年 2 月底，我们终于发出了第一条视频，正式入局短视频领域。到现在，每周依然在 抖 音账号 @ 芯片超人花姐 以及 微信视频号 @ 芯片超人 上进行直播，作为行业内的活跃账号，全 网累计粉丝已经 50 万 + ，开始"破圈"了。 以前，大家来找我们都是为了做业务，买卖芯片。现在，有不少人提出了新的需求： 贵号是否有一些宣传合作的业务？ 我们是做XX的，期待有机会能和花姐合作一期视频 我想咨询一下公众号发布文章推广等商务合作 最近有推广传感器的需求，花姐这边接吗？ …… 相较于原创文章，这种宣传方式极具性价比，适合 没有做过宣传推广或者预算相对比较少的 ...

Core Viewpoint - The article highlights the extensive inventory and operational capabilities of a chip distribution company, emphasizing its significant stock levels and quality control measures. Group 1: Inventory and Facilities - The company operates a 1,600 square meter smart warehouse with over 1,000 stock models and around 100 brands, totaling 50 million chips with a weight of 10 tons and a value exceeding 100 million [1] - An independent laboratory is established in Shenzhen for quality control (QC) inspections on every material [1] Group 2: Sales and Offers - The company is offering discounted sales on various advantageous materials, including specific brands and models with quantities ranging from 1,470 to 80,000 pieces [2] - The company has served a cumulative total of 18,000 users and can complete transactions in as fast as half a day [4] Group 3: Procurement Requests - The company is actively seeking specific components from brands like Murata, with quantities requested reaching up to 100,000 [3]

Core Viewpoint - Tesla is undergoing a significant transformation from an automotive manufacturer to an artificial intelligence company, facing challenges in both its automotive sales and the development of its AI-related business [8][21][24]. Group 1: Financial Performance - Tesla reported its worst quarterly results, with net profit plummeting by 71% and automotive revenue dropping by 20% year-on-year, leading to a state of operational loss [4][26]. - In 2023, Tesla's total vehicle deliveries saw a rare decline of 1%, with revenue growth stagnating at just 1% year-on-year, highlighting the transitional difficulties from automotive to AI [26][49]. Group 2: Market Position and Strategy - Tesla's market valuation has become increasingly decoupled from its actual business progress, as the allure of its AI roadmap has not been matched by tangible advancements in its operations [21][25]. - The company aims to shift its competitive edge from manufacturing to software capabilities, focusing on autonomous driving and robotaxi services, which are expected to drive future profitability [14][16]. Group 3: Product Development Challenges - The highly anticipated Cybertruck has faced multiple production delays, with a significant drop in sales to just 6,406 units in the first quarter of 2023 due to insufficient demand [36][37]. - The Model 2/Q, a budget vehicle aimed at a price point of $25,000, has seen its development timeline extended indefinitely, with no concrete updates on its release [41][44]. Group 4: Competitive Landscape - Tesla's reliance on the Chinese market is increasing, with China being the only market showing positive growth for Tesla in 2024, although its market share has significantly decreased from 15.8% in Q1 2021 to 5.6% in Q1 2023 [49]. - The competitive landscape in the electric vehicle market is intensifying, with numerous alternatives emerging in the same price range as the anticipated Model 2/Q, complicating Tesla's market position [47].

Group 1 - The company "Chip Superman" has a 1,600 square meter intelligent warehouse for chips, with over 1,000 stock models and around 100 brands, totaling 50 million chips in stock valued at over 100 million [1] - The company operates an independent laboratory in Shenzhen, ensuring quality control (QC) for each material [1] - The company has served 18,000 users and can complete transactions in as fast as half a day for discounted inventory [5] Group 2 - The company is actively seeking to purchase specific chip models from various brands, including Murata and Texas Instruments, with quantities ranging from 3,000 to 100,000 units [2] - The company is also offering advantageous materials for sale at discounted prices, with quantities for certain models reaching up to 100,000 units [3] - The company provides a platform for users to find unsold inventory and improve pricing conditions through its "Factory Idle Material" mini-program [6]

Core Viewpoint - The MCU market is experiencing intense competition and price wars, leading to a significant decline in prices and profit margins for domestic manufacturers, with a shift from "import MCU to domestic replacement" to "domestic replacement of domestic" becoming prevalent [3][4][5]. Group 1: Changes in MCU Market - The MCU market has seen a drastic price drop, with 8-bit MCUs now available for just a few cents, and 32-bit MCUs also entering aggressive price competition [3][4]. - Domestic manufacturers initially adopted a "price for volume" strategy, but now end customers are pushing prices down further due to their own cost-cutting pressures [4][5]. - The market is characterized by oversupply, with many companies competing fiercely, leading to a situation where even minimal profits are considered a relief [4][11]. Group 2: Market Demand and Recovery - Despite a slight decrease in inventory levels, the overall demand for MCUs has not shown significant signs of recovery, with many companies still facing declining revenues [14][15]. - The first quarter of 2025 saw many domestic MCU companies report negative growth, indicating that the market is still far from a full recovery [11][13]. - Analysts suggest that the recovery of the MCU market may be delayed until the second half of the year, depending on broader economic conditions [15][16]. Group 3: Competitive Landscape - The competition is not only based on price but also on service and payment terms, with companies extending payment periods to attract customers [8][11]. - New entrants in the MCU market are rapidly increasing competition, with some companies achieving significant technological advancements and cost reductions [5][10]. - Major domestic players like Zhaoyi Innovation are launching new products aimed at redefining the entry-level MCU market, emphasizing high cost-performance ratios [10][11]. Group 4: Financial Performance of Companies - A report indicated that 18 out of 19 domestic MCU companies experienced revenue growth, but many still faced net losses, highlighting a divide in performance within the industry [11][12]. - Companies like Guoxin Technology and Unisoc reported significant revenue declines, with some experiencing over 50% drops in revenue [11][12]. - The overall profitability of many MCU companies is under pressure, with several reporting return on equity (ROE) below the industry average [11][12].