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 22,000 users and offers rapid inventory clearance solutions [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 over six months [1] - The article emphasizes the difficulty in promoting and selling excess materials, suggesting that companies can utilize the "Chip Superman" service for better outcomes [1][9] Group 2: Inventory Offerings - The article lists various semiconductor components available for sale at discounted prices, including: - TI TPS54329DDAR (40,000 units) - 安世 PESD1LIN,115 (200,000 units) - 东芝 TB9051FTG (100,000+ units) - 安世 BC846B,215 (350,000 units) [4] - 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: Purchase Requests - The article also includes a list of semiconductor components that are in demand, such as: - 旺宏 MX66L1G45GMI-08G (30,000 units) - ADI AD8552ARZ (20,000 units) [6] Group 4: Service Features - "Chip Superman" operates a 1,600 square meter smart storage facility, ensuring quality control for each component [7] - The service claims to facilitate transactions in as little as half a day, enhancing efficiency in inventory turnover [8]

Core Viewpoint - The global semiconductor market is expected to be dominated by AI, particularly in the data center sector, while demand for consumer electronics like PCs and smartphones remains stagnant [2][3]. Group 1: NVIDIA and AI - NVIDIA continues to emphasize its leadership in AI, with plans to launch the new product "Rubin" in 2026, potentially priced between $100,000 and $120,000 [4][6]. - The company is focusing on "physical AI" applications, which are essential for real-world implementations such as autonomous driving and robotics [6]. Group 2: TSMC's Market Position - TSMC's market share in the foundry business is projected to exceed 60% in 2024 and possibly 70% in 2025, maintaining its dominance in advanced process technologies [7]. - TSMC has begun mass production of 2nm technology, with Apple expected to be its first major customer [7]. Group 3: Intel's Manufacturing Challenges - Intel's manufacturing division is facing significant financial losses, with a reported $20 billion loss in the manufacturing sector for the fiscal year 2024, raising concerns about its long-term viability [8]. - Discussions about potential funding and management for Intel's manufacturing operations are ongoing, but no concrete plans have emerged [8]. Group 4: Semiconductor Market Growth - The global semiconductor market is forecasted to grow from $772.2 billion in 2025 to $975.5 billion in 2026, translating to approximately 151.2 trillion yen [11]. - Japan's semiconductor industry is at risk of declining market share, potentially falling below 5% due to rapid global market growth driven by AI [11]. Group 5: DRAM Market Dynamics - The DRAM market is experiencing volatility due to increased demand from AI applications, with contract prices rising sharply [16]. - There are concerns that aggressive investments in DRAM production could lead to a market downturn in the latter half of 2026 [16]. Group 6: Emerging Competitors - Chinese power device manufacturers are gaining competitiveness, with a significant portion of the market share in power devices expected to shift towards them [17]. - The potential for oversupply in the power device market is a risk that needs monitoring as demand dynamics evolve [17]. Group 7: Nexperia's Market Position - Nexperia holds a 20% market share in the small signal transistor market, with over 50% of its revenue coming from the automotive sector, indicating potential vulnerabilities [19]. Group 8: TSMC's Expansion in Japan - TSMC's expansion in Japan is becoming increasingly important, with plans to introduce advanced process nodes in its facilities, despite current underutilization of existing capacity [20].

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！ 算笔账 | 品牌 | 型号 | 数量 | | --- | --- | --- | | Zbit/恒烁 | ZB25Q256ASJG | 3K | | ADI | AD8552ARZ | 20K | | ADI | AD7794CRUZ | 2K | 优势呆料，特价出售 | 品牌 | 型号 | 年份 | 数量 | | --- | --- | --- | --- | | TI | ADS4225IRGCR | 22+ | 400 | | MICROCHIP/ | ATTINY1617-MFR | 22+ | 6000 | | 微芯 | | | | | DIODES/美台 | DMP6018LPSQ-13 | 23+ | 30000 | | TI/德州仪器 | TPS92662AQPHPRQ1 | 23+ | 10000 | | TI/德州仪器 | TPS7B6950QDCYRQ1 | 23+ | 1 ...

Core Viewpoint - The article emphasizes the critical role of high-end electronic fabric in the AI computing power revolution, highlighting the dominance of Japanese companies in this sector and the emerging competition from Chinese firms [5][21]. Group 1: Japanese Dominance in High-End Electronic Fabric - Japanese companies like Nitto Denko, Asahi Kasei, and AGC dominate nearly 70% of the global high-end electronic fabric market, creating a near monopoly [7][12]. - These companies do not manufacture AI chips but control a crucial component that supports AI computing power [8]. - The unique chemical formulations of NE-glass and T-glass developed by Japanese firms provide superior dielectric properties, making them difficult to compete against [12][16]. Group 2: Challenges and Innovations from Chinese Companies - Chinese companies have been primarily active in the mid to low-end electronic fabric market, but recent innovations are challenging the Japanese monopoly [10][21]. - Companies like Honghe Technology and Linzhou Guangyuan have made significant breakthroughs in producing ultra-thin and low-dielectric electronic fabrics, breaking the long-standing foreign dominance [27][31]. - The successful production of 9-micron ultra-thin electronic fabric by Honghe in 2021 marked a significant milestone in the industry [27]. Group 3: The Material Revolution - The article discusses the importance of material science in technological advancements, asserting that breakthroughs in materials are essential for the progress of industries like AI and aerospace [39][41]. - The development of M9-level quartz fabric by companies like Feilihua represents a new frontier in high-end electronic materials, providing alternatives to Japanese products [35][36]. - The ongoing material revolution is seen as a critical step for China to achieve self-sufficiency and reduce reliance on foreign technology [49].

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 复苏中的MLCC市场，又被 AI 点燃了一把 热度 。 ECIA数据 显示 ，2022年全球被动元件市场规模达到约346亿美元，电容、电感和电阻是被动元 件的三大巨头 （合计占比 约8 9%） ，电容市场占比为65%，占比最高。 全球被动元件龙头村田指出，AI " 吃 " MLCC，数量惊人： 一台英伟达GB300服务器约需3万颗 MLCC，而单个机柜的用量甚至高达44万颗。 更关键的是，这股需求还在往上冲。预计到2030年，AI服务器对MLCC的需求将较2025年增加约 3.3 倍。在此背景下，村田上调了2025财年营收预期。 另一边，三星电机 也正在 加码。公司计划从 2026 年初起扩大 AI 服务器用 MLCC 的产能，并 看好今年高端 MLCC 的需求表现。 与此同时，多家被动元件厂商也传出 AI 应用市场的好消息 …… 电容市场中，MLCC （多层陶瓷电容器） 又是占比最高的产品，业界俗称"工业大米"。 根据ECIA数据，网络通信、车用、电 ...

Group 1 - The article discusses the challenges of managing excess inventory, highlighting that holding 100,000 units incurs at least 5,000 in monthly storage and capital costs, leading to a potential loss of 30,000 over six months [1] - The company "Chip Superman" has served a total of 22,000 users and offers discounts to clear inventory, with transactions completed in as fast as half a day [10][12] - The article emphasizes the difficulty in promoting and selling excess materials, suggesting that those struggling to find buyers or achieve better prices can seek assistance from the company [1][12] Group 2 - A detailed list of available surplus materials is provided, including various brands and models, with quantities ranging from 49 to 87,000 units [4][5] - The company has a substantial inventory, with a 1,600 square meter smart storage facility housing over 1,000 models and a total of 50 million chips, valued at over 100 million [9] - The article also includes a request for specific materials, indicating ongoing demand for certain components [7]

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 ， 头部芯片分销商文晔和 大联大 陆续发布 2 0 2 5 年 1 2 月 营收数据 ： 文晔1 2 月 营 收为 986 . 2 亿元 （ 新台 币 ，下同） ， 大联大1 2 月 营收达 933.4 亿元 。 本文将分析文晔和大联大近期营收的具体情况 以及 2025年全年 表现。 0 1 大联大 同环比 皆 增长 虽然文晔 月减逾一成，但去年第四 季业绩仍超标，创单季新高。2025年第四季文晔自结合并营 收约新台币 3 421亿元 ，季增 4%、年增 30.6%，超越单季营收财测高标 3 200 亿元，连续 两季业绩改写纪录。此前文晔预计第四季因消费性电子、PC 与手机进入传统淡季，加上部分数据 中心客户调整拉货节奏，或将造成季内波动。 2025年全年 ， 文晔 自结合并营收约新台币 1.18兆元，年增约22.8% 。 文晔 环比 减 少 超 一成 随着生成式 AI 应用快速普及，AI 及传统服务器、电源、网通与相关电子 元器件 进入新一波升 ...

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 that helps users sell excess inventory quickly, emphasizing the efficiency of transactions and the ability to reach a large customer base [9][10] 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 article suggests that companies struggling to sell their excess inventory can utilize the service offered to find buyers and improve pricing [1][10] Group 2: Service Offerings - The service, referred to as "Chip Superman," has successfully served 22,000 users and can complete transactions in as little as half a day [9] - The company operates a smart warehouse with 1,600 square meters of space, housing over 1,000 different chip models and a total inventory of 50 million chips valued at over 100 million [8] Group 3: Product Listings - The article lists various Micron products available for sale, including models like MT41K128M16JT-125 with quantities ranging from 2,000 to 20,000 units [4][5] - It also includes a request for specific components, indicating a demand for various chip models from different manufacturers [7]

Group 1 - The article discusses the challenges of managing excess inventory, highlighting that holding 100,000 units incurs at least 5,000 in monthly storage and capital costs, leading to a potential loss of 30,000 over six months [1] - The company "Chip Superman" has served a total of 22,000 users and offers discounted inventory clearance, with transactions completed in as little as half a day [8][9] - The article emphasizes the difficulty in promoting and selling excess materials, suggesting that those struggling to find buyers or achieve better prices should consider using their platform [9] Group 2 - A detailed list of available surplus materials is provided, including various brands and models, with quantities ranging from 2,000 to 118,622 units [4][5] - The company has a substantial inventory, with a smart storage facility of 1,600 square meters housing over 5,000,000 chips valued at over 100 million [7] - The article also includes a request for specific materials, indicating ongoing demand 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 存储 芯片 从 去年 涨到 今年 ， 如今 价格还 有 不断 上升 的 趋势 ， 在 如此 火热 的 行情下 ， 存储 生意 的 风险 也在 悄悄升高 。 阅读 本文， 你将了解： 一单上百万 的 存储 芯片 生意 ， 要不要 入局 ？ 假标 、 假货、钓鱼 ， 去年 发生过哪些存储交易骗局 ？ 有哪些 防范 手段 ？ 01 上百万的存储订单 要不要做？ 最近，芯片分销商Andy （化名） 向我们分享了一起有点奇怪的存储芯片交易。 某天，一个比较熟悉的供应商问他要不要一起来做存储，自己有货源，还发了之前的订单截图。但 了解了一下交易细节，Andy心里还是有些顾虑。一是交易要走一家 境外公司 的抬头；其次 实际 货源不在公司所属地 ，在另一个地方；此外， 一单的 交易金额至少 上百万 ， 作为 第一次 合作 金额太大风险变高。 最终 ， A ndy 还是 没有 去做 这笔 交易 。 从去年开始， 存储 芯片 在 市场 火热 ， 与此同时 ， 交易 风险 ...