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 | 数量 | 年份 | | NEC | UPD78F9202MA-CAC-A | 8789 | 10年 | | NEC | UPD78F9222MC(T)-5A4-A/JC | 16 | 10年 | | ADI | ADM691AARWZ | 700 | 10年 | | ON | MMBFJ310LT1G | 12000 | 10年 | | DIODES | PI6C20400LE | 40 | 10年 | | DIODES | PI7C9X20303SLCFDE | 40 | 10年 | | 松下 | MN884434 | 8000 | 21+ | | 英飞凌 | IN1M101-T6G | 45310 | 20+ | | GD | GDB5CBQN-ML | 2360 | ...

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？ | 优势物料，特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 数量 | 年份 | | 友顺 | U74AHC595G-P16-R | 24000 | 25+ | | | TSSOP-16 | | | | 安世 | 74HC4051PW-Q100 | 20000 | 22+ | | 英飞凌 | IRS2092STRPBF | 20000 | 25+ | | Samsung | K4A8G165WG-BCWE | 2240 | 25+ | | Samsung | K4AAG165WC-BCWE | 3840 | 25+ | | Samsung | K4F6E3S4HM-MGCJ | 3840 | 两年内 | | Diodes | DGD05473FNQ-7 | | 2000002151;2207;2209;2212;2213;2215;2216 | | VISHAY(威 | SMAJ22AHE3_A/H | 26059 | 待确认 | | 世) | | | | ...

Core Insights - The core message emphasizes that selling chips is fundamentally about cycle trading rather than merely moving products, highlighting the importance of judgment and market understanding in the current landscape [2][17] - The evolution of the chip distribution industry is marked by five significant changes, reflecting a shift from product-centric to judgment-centric competition [4][12] Industry Changes - The Chinese chip industry has undergone drastic changes due to trade friction and the chip shortage, leading to a transformation in the role of distributors from mere sellers to critical players in risk management and supply chain stability [4][8] - The sales revenue of Chinese chip design companies is projected to grow from 194.5 billion RMB in 2017 to 835.7 billion RMB in 2025, indicating a fourfold increase [8] - China's chip exports are expected to rise from 66.9 billion USD in 2017 to 159.5 billion USD in 2024, showcasing a significant shift towards a dual circulation model in the chip market [10] Distribution Role Evolution - The role of distributors has evolved through five stages: from "merchandisers" to "firefighters," then to "risk managers," followed by "stabilizers," and currently to "judgment nodes" [26][28][30][33] - Distributors are now seen as essential buffers in the supply chain, providing stability and coordination during market fluctuations [34] Future Directions - The future of chip distribution will rely on a combination of capabilities, including clarity in market signals, stability in operations, agility in response, and strategic positioning within the supply chain [38] - Five growth avenues for distributors have been identified: AI server chains, engineering for domestic substitution, supply chain controllability, third-generation industry platforms, and global market expansion [40] Conclusion - The industry has demonstrated resilience, but future success will depend on navigating new pathways and adapting to changing market dynamics [44]

Core Viewpoint - The article discusses the challenges and opportunities in managing excess inventory of electronic components, highlighting the need for effective promotion and sales strategies to mitigate financial losses from storage and capital costs [1]. Group 1: Inventory Management - The company faces significant costs associated with excess inventory, including monthly storage fees and capital costs, which can lead to substantial losses if not addressed promptly [1]. - A specific example is provided where holding 100,000 units of excess inventory for six months could result in a loss of 30,000 [1]. Group 2: Sales Opportunities - The company, Chip Superman, has successfully served 21,000 users and offers discounted sales to clear inventory, with transactions completed in as little as half a day [8]. - The article encourages potential sellers to utilize the company's platform for better pricing and sales opportunities for unsold inventory [9]. Group 3: Inventory Details - Chip Superman boasts a substantial inventory with over 1,000 models and 50 million chips, valued at over 100 million, stored in a 1,600 square meter smart warehouse [7]. - The inventory includes a diverse range of brands and models, with specific quantities listed for various components, indicating a robust supply chain [4][5]. Group 4: Purchase Requests - The article also includes a section for purchasing specific components, indicating active engagement in both selling and sourcing electronic parts [6].

Core Viewpoint - The article discusses the ongoing industrial crisis in Germany, highlighting the paradox of German companies increasingly relying on China despite political calls for "decoupling" from the Chinese market. It argues that the notion of "de-Chinafication" is unrealistic and counterproductive, as German industries are deeply integrated with Chinese markets and technologies [10][21][29]. Group 1: Industrial Crisis in Germany - German industrial companies are experiencing a significant decline in competitiveness, with a recent survey indicating that 36.6% of firms feel disadvantaged compared to non-EU competitors, marking a historical low [12][13]. - The crisis is attributed to structural issues such as an aging population, a shortage of skilled labor, rising labor costs, and bureaucratic inefficiencies, which collectively exert pressure on business operations [14][15]. - A notable trend is the migration of German companies abroad, with 70% of energy-intensive firms planning to invest overseas, reflecting a loss of confidence in the domestic industrial landscape [16][17]. Group 2: Dependence on China - Despite political rhetoric advocating for reduced reliance on China, trade data shows that Germany's imports and exports with China reached €163.4 billion (approximately $190.7 billion) from January to August, surpassing trade with the U.S. [22][23]. - German companies are increasingly viewing China not just as a low-cost manufacturing base but as a critical driver for technological innovation and market growth, as evidenced by BMW's investment in hydrogen fuel cell production in China [22][23]. - BASF's significant investment in a chemical production facility in Guangdong, totaling €10 billion, underscores the strategic importance of the Chinese market for German firms [23][24]. Group 3: Global Industrial Landscape Shift - The article highlights a historical shift in global industrial power, with developing countries, particularly China, increasing their share of global manufacturing value added, which now stands at 31% [30][31]. - China's manufacturing prowess is evident in various sectors, including electric vehicles and semiconductors, where it leads global production [33][34]. - The article concludes that the "de-Chinafication" narrative is fundamentally flawed, as it contradicts economic principles and the realities of global supply chains, ultimately harming Germany's industrial competitiveness [35][36].

Core Insights - The article discusses the current trends and price fluctuations in the semiconductor market, particularly focusing on various chips that have gained attention in November 2023. Group 1: Price Trends of Specific Chips - The ICM-42688-P gyroscope has seen its price double from 13-15 RMB to around 35 RMB, with recent quotes dropping to 23-28 RMB [4][6]. - The W25Q128JVSIQ NOR Flash chip's price increased from 4 RMB to 4.5 RMB, with some recent quotes reaching 5.5 RMB [8][10]. - The KLM8G1GETF-B041 eMMC chip's price rose from 6 USD to approximately 8.5 USD this month [15][19]. - The K4UBE3D4AB-MGCL LPDDR4X chip's price surged from 30 USD to nearly 50 USD within a week [21][22]. - The TL431AQDBZRQ1 voltage regulator's price remained stable around 0.5-0.65 RMB despite increased demand [25][26]. - The GD25Q64ESIGR NOR Flash chip's price increased from 1.6 RMB to about 2 RMB due to rising demand [28][29]. - The BAV99-Q diode's market price is highly variable, ranging from 0.2 to 6 RMB, with previous prices nearing 10 RMB [33]. Group 2: Market Demand and Applications - The ICM-42688-P is widely used in AR/VR controllers, wearables, and robotics, indicating strong demand in these sectors [6]. - The W25Q128JVSIQ is essential for consumer electronics, with significant applications in automotive and PC markets, reflecting a recovery in demand [13]. - The KLM8G1GETF-B041 is a popular choice for mobile devices, with its price increase attributed to supply constraints following production halts [19]. - The K4UBE3D4AB-MGCL is utilized in high-performance applications, which explains its price surge amid high demand [22]. - The TL431AQDBZRQ1 is used in automotive applications, highlighting its importance in the automotive electronics market [26]. - The GD25Q64ESIGR is favored in embedded systems, showcasing its relevance in various electronic designs [29]. - The BAV99-Q is designed for automotive applications, emphasizing the ongoing demand for reliable electronic components in this sector [33].

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 | 数量 | 年份 | | 先科 | ZM4742/LL41 | 5000 | 22.1 | | 强茂 | UF2G/SMB | 800 | 20/9月 | | 美台 | SMAZ7V5-13-F/SMA | 1550 | 24+ | | 槟城 | BS4200N-2C/SMB-F | 510 | 24+ | | 槟城 | BGO6000A03-LB2 | 1000 | 23.8 | | 长晶 | CXT5551/SOT-89-3L | 3000 | 24.2 | | 长晶 | PXT8550/SOT-89 | 2000 | 22+ | | 长晶 | BZT52C7V5S/SOD-323 | 3000 | 22+ | | 长晶 | M28S/TO-92 D650-1000 | ...

以下文章来源于36氪财经 ，作者丁卯 张帆 36氪财经 . 然而， 这种对算力 刚性需求 正迅速转化为关键上游供应链的巨大压力。 电话会中， 英伟达指 出， 代工、存储、电力等环节 已成为满足未来增长的关键 瓶颈 。 36氪旗下官方账号。洞见市场，比99%的投资者更聪明。 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 。 作者 | 丁卯 来源 | 36氪财经（ID： krfinance ） 11月19日，英伟达发布了2026财年第三季度的报告。 扫码加我本人微信 数据显示，FY26Q3，英伟达实现营收570亿美元，同比增长62%， 季度环比增长创纪录地达到 100亿美元，增速为 22%，大超市场预期。其中，最受市场关注的数据中心业务收入达到了512 亿美元，同比增长66%，环比增长25%。 利润方面，本季度，英伟达毛利率达到了73.4%，同期净利润为319.1亿美元，同比增长65%， 对应净利率56%。 英伟达强劲的业绩表现以及电话会中对于AI泡沫等核心关注点的有力回应，一定程度上弱化了近期 市场对于AI估值过高的担忧 ...

算笔账 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！ 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？ | | | | 品牌 | 필름 | 数量 | 年份 | | --- | --- | --- | --- | | 南京微盟 | ME6566A50M3G | 6000000 | 23+ | | 南京微盟 | ME6566A50M3G | 219000 | 25+ | | RK | RK3308H | 162 | 24+ | | winbond | W634GU6NB-11 | 920 | 1 | | 维安 | WE05-4RVLC | 1421 | 24+ | | 固得 | BAT54A | 8608 | 24+ | | 先科 | BZV55C20 | 7500 | 21+ | | 固得 | BZV55C13 | 5000 | 25+ | | YAGEO | CC0803KRX7R9BB103 | 8000 | 25+ | | 国亚 | NT5CC128M16JR-EKI | 4000 | ...

Core Viewpoint - The ongoing control issues surrounding Nexperia, a subsidiary of Wingtech Technology, pose significant risks to the global semiconductor supply chain, necessitating urgent and constructive dialogue to restore control and shareholder rights [3][5][9]. Group 1: Timeline of Events - On November 19, the Dutch government announced a "suspension of intervention" regarding Nexperia, which was followed by Wingtech's third official statement addressing control issues [5][14]. - The Dutch Ministry of Economic Affairs issued an order on September 30, 2025, restricting Nexperia's operational adjustments, which remains effective despite the suspension announcement [5][6]. - Wingtech's statements emphasize that the Dutch court's emergency measures are still in effect, indicating ongoing limitations on control over Nexperia [6][15]. Group 2: Company Statements - Wingtech's November 23 statement highlighted concerns over unilateral actions by Nexperia that threaten the stability of the semiconductor industry [9]. - The company expressed disappointment over the lack of substantive responses from Nexperia regarding proposed solutions to restore control and shareholder rights [9]. - Wingtech insists that the Dutch Ministry must comprehensively address the Nexperia issue to restore its full rights as a shareholder [6][9]. Group 3: Industry Context - The semiconductor supply chain is currently facing instability due to the ongoing control disputes, which have implications for global operations [9][15]. - Recent communications from both Chinese and Dutch officials indicate a complex negotiation landscape, with China welcoming the suspension of the administrative order but noting that further steps are needed to resolve underlying issues [11][15].