Group 1: Core Insights - The article discusses the recent developments regarding the Nexperia incident, particularly the cancellation of the Dutch Economic Minister's visit to China, which was intended to address chip supply and security issues [3][4][8] - The Dutch government has been involved in the management of Nexperia since September 30, with concerns raised about the company's plans to transfer operations to China, which were deemed a threat to European economic security [8][9] - There have been various statements and actions from both the Dutch government and Chinese authorities, indicating a complex relationship regarding semiconductor supply chains and control over Nexperia [11][12][13][14] Group 2: Current Market Conditions - The chip spot market has shown signs of increased activity, with a rise in available inventory and a shift from a previously cautious stance to a more active demand environment, particularly from foreign trade [16][17] - Despite some recovery in demand, there remains a disparity in pricing, with certain chip models maintaining high prices while others have seen price reductions [17][18] - The overall sentiment in the market is transitioning from caution to a gradual recovery, although the core issues regarding wafer supply and administrative interventions by the Dutch government have not been fully resolved [16][17]

算笔账 优势物料，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 | | Gainsil聚洵 | GS8723-TR | 24+ | 3000 | | Gainsil聚洵 | GS358-SR | 24+ | 4000 | | Gainsil聚洵 | GS8552-SR | 22+ | 17000 | | BL | BL24C32A-PARC | 19+/20+ | 40000 | | 长鑫 | CXDQ2BFAM-CE-B 4Gb DDR4 | 24+ | 100000 | | | SDRA | | | | NEXPERIA | BC56 ...

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 。 在存储芯片价格暴涨的风口上，一家原本并不在聚光灯下的芯片分销商，被资本市场一把推到了台 前—— 香农芯创 。 随着存储涨价、AI需求、服务器扩张，这些关键词叠加在一起，让香农芯创的股价如同被按下了加 速键，从年初的二十多元一路冲到11月的两百元附近，总市值一度突破900亿元，三个多月便翻 了六倍。其 今年 前三季度 营收规模 已超2024年全年，在 今年前三季度成功跻身全球芯片分销 商前十。 香农芯创究竟是一家怎样的芯片分销商？ 是如何成长的？ 它能否撑得住这一路高增长带来的风 光？ 01 股价 起飞 挺进 全球芯片分销商 前十 香农这轮上涨，本质并不是公司经营突然有了质变，而是它站在了存储超级周期爆发的正中央。 作为一家深度绑定存储赛道的芯片分销商，香农芯创的业务结构高度集中： 存储类产品占其分销 业务约 70% ， SK海力士 长期为其第一大供应商，贡献了公司逾五成的销售额。 今年以来，存储芯片价格快速上行，AI服务器需求爆发，原厂主动减产并将产能集中至HBM与 D ...

算笔账 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！ | 特价出售 | | --- | | 优势呆料 , | | 品牌 | 필름 | 年份 | 数量 | | --- | --- | --- | --- | | BOSCH/博世 | CJ125B 40104 | 23+ | 700 | | NXP | MIMX8DL1CVNFZAB | 22+ | 630 | | NXP | MIMX8DL1AVNFZBA | 22+ | 126 | | INFINEON | CY8C4146AZI-S445 | 22+ | 9600 | | WeEn | BTA416Y-800C | 23+ | 9000 | | Infineon | TLE9834QXXUMA2 | 21+ | 62500 | | KEMET | CAS21C472KARFC | 20+ | 18000 | | NUVOTON/新 唐 | NSP340A/SOP8 | 21+ | 6000 | | 美森科 | DS18B20 | ટર+ | 51000 | ...

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 after six months [1] - The article emphasizes the difficulty in promoting and selling excess materials, suggesting that companies can seek assistance from Chip Superman for better pricing and faster sales [1][10] Group 2: Inventory Offerings - A detailed list of available surplus components is provided, including various models from brands like TI and Nexperia, with quantities ranging from 3,000 to 171,000 units [4][5] - The total inventory value is reported to exceed 100 million, with 5 million chips available across 1,000+ models and 100 brands [7] Group 3: Service Features - Chip Superman claims to complete transactions in as little as half a day, facilitating quick sales for companies struggling with excess inventory [8] - The company operates a 1,600 square meter smart storage facility in Shenzhen, equipped with a dedicated laboratory for quality control [7]

Core Viewpoint - The article discusses the recent developments of LiJichuang Storage, a memory chip design company, including its updated IPO application and growth in the niche DRAM market, highlighting its financial performance and market positioning. Company Overview - LiJichuang Storage specializes in the design of DRAM memory chips, focusing on 8GB DDR4 and earlier generations. The company was established in March 2020 after acquiring assets from Zental Japan [6][9]. - The company is closely related to Taiwan's chip manufacturer, Powerchip Semiconductor Manufacturing Corporation, which is its sole third-party foundry supplier [9]. Financial Performance - LiJichuang Storage's total storage capacity sold increased from 13.8 million GB in 2022 to 34.2 million GB in 2024, with over 1 million memory chips sold in 2024 [9]. - The company's revenue for 2022, 2023, 2024, and the first half of 2025 was RMB 610 million, RMB 580 million, RMB 646 million, and RMB 412 million, respectively, with net profits of -139 million, -245 million, -110 million, and -50 million [12][15]. - The gross profit margin improved from -2.1% in 2022 to 10.2% in 2025, indicating a recovery from previous losses due to the downturn in the DRAM industry [14]. Market Positioning - In the global niche DRAM market, LiJichuang Storage ranks 4th among Chinese companies with a market share of 11.1% and 11th globally with a market share of 0.8% [10][12]. - The global integrated circuit market is projected to reach RMB 3.81 trillion in 2024, with the memory chip market accounting for approximately RMB 1.19 trillion, representing 31.3% of the total market [10]. Product and Technology - LiJichuang Storage produces niche DRAM products, which are less stringent in performance requirements compared to mainstream DRAM products, and are crucial for automotive, communication, and industrial applications [10][11]. - The company has established R&D centers in China and Japan, employing experienced professionals from leading semiconductor firms [17][18]. Customer and Supplier Dynamics - The company has a high customer concentration, with its top five customers contributing approximately 64.0% to 51.0% of total revenue over the past few years [20][22]. - LiJichuang Storage's procurement is also concentrated, with its top five suppliers accounting for about 97.0% to 76.2% of total procurement amounts [24][26]. Ownership and Management - The founder of LiJichuang Storage holds a direct stake of 44.6% in the company, indicating significant ownership and control [27].

Core Insights - The recent market trend for Anshi began not on October 12 with the announcement from Wentai, but rather showed signs of activity as early as late September, indicating that market movements often precede official announcements [4][2] - The dynamics of the automotive chip market are characterized by long certification cycles, high customization, short inventory cycles, and significant costs associated with production halts, making supply fluctuations difficult to manage [4] Market Dynamics - The initial signs of the Anshi trend were observed with increased search volumes for Anshi chips in mid to late September, prior to the announcement [4] - The market operates in a layered structure, with Tier 1 manufacturers at the top, followed by foreign trade entities, medium-sized traders, and finally individual "retail" traders who often enter the market late [4] Pricing and Payment Terms - Price discrepancies exist in the market, where a chip may be quoted at 150 yuan but actual transactions occur at much lower prices, indicating a significant gap that can affect market behavior [4] - Payment terms between large trade entities and end-users differ, with the latter often being less anxious during price surges compared to those in the middle of the supply chain [4] Business Models in Chip Distribution - Seven distinct business models for chip distributors were identified, including long-term cultivation, stable demand capture, inventory management, and leveraging information asymmetries [6] - Each model has unique characteristics and profit logic, influencing how distributors navigate market fluctuations and customer demands [6] European Market Insights - European chip procurement is still heavily reliant on traditional methods like email and Excel, which limits efficiency and collaboration [7] - Innovations such as real-time API connections are being explored to enhance visibility and synchronization of inventory, pricing, and delivery information [7] Community and Networking - The Chip Distribution Club 2.0 serves as a platform for industry professionals to share insights, strategies, and resources, fostering collaboration and knowledge exchange [11][12] - Regular offline events and discussions are organized to delve into specific industry topics, allowing participants to build relationships and explore business opportunities [13][18]

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 after six months [1] - The article emphasizes the difficulty in promoting and selling excess materials, suggesting that companies can seek assistance from Chip Superman for better pricing and faster transactions [1][9] Group 2: Inventory Offerings - A detailed list of available surplus materials is provided, including various brands and models, with quantities ranging from 2,000 to 744,000 units [4][5][6] - The total inventory value is reported to exceed 100 million, with 5 million chips in stock across 1,000+ models and 100 brands [7] Group 3: Service Features - Chip Superman operates a 1,600 square meter smart warehouse and has an independent laboratory in Shenzhen for quality control [7] - The service claims to complete transactions in as little as half a day, facilitating quick sales of excess inventory [8]

以下文章来源于充电头网 ，作者充电头网编辑部 充电头网 . 我们只谈充电 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 影石Insta360于年初推出了一款 专业手机云台—— Flow 2 Pro，其 搭载了苹果DockKit人像追踪技术， 这使得iPhone 12及以上的MagSafe机型无需依赖特定App，就能在原 生相机及微信、抖音等200多款iOS应用内实现智能跟拍。 此外还 搭载了影石自研的AI深度追踪4.0技术，支持动态长焦追踪、智能多人追踪以及宠物追踪，搭配AI追踪模块使用， 通过 Insta360 App中的实况追踪功能，同样可以实现在 其他应用中的追踪拍摄，非iOS用户也能获得很好的使用体验， 极大地拓宽了产品用户群体。 在设计和使用体验上，Flow 2 Pro同样表现出色。它采用可折叠设计，折叠后非常小巧，便携性高。机身集成了自拍杆、三脚架、自拍镜和移动电源（续航约10小时） 等多种功 能，实现了" 一步开拍 "的便捷操作。下面我们就具体来了解下。 影石Insta360 Flow ...

安世最新情况 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 11月27日 （当地时间） ，安世荷兰在官网 上发布《Nexperia BV致Nexperia中国各实体领导层的 公开信》。 来源： 安世官网 阅读本文，你将了解： 安世事件有哪些最新变化？ 现货市场现在又咋样了？ 01 此次公开信中表示， Nexperia 仍然寻求与其在中国的各实体开展建设性合作，并一直请求进行 坦诚对话，以寻找恢复正常供货的前进路径。Nexperia B.V. 已通过多种方式、多次、正式与非 正式并行地尝试与其在中国的各实体重启对话，包括直接致电、发送电子邮件及提议会面，提出多 项互利合作方案，甚至通过正式函件要求履行相关权利。 遗憾的是， Nexperia 尚未收到任何实质性回应 。我们敦促贵方回应 Nexperia 的联系，并以建 设性的态度参与沟通，着眼于恢复供应链运作，因为这符合包括我们客户在内的所有相关方的共同 利益。 多个行业的客户仍在报告即将面临停产的风险。 在前一天的11月26日， 中国商务部 表示， ...