Core Viewpoint - The article emphasizes the importance of exploring overseas markets for the chip industry, particularly in Europe, as a strategy for industry upgrade and sustained growth amidst intense domestic competition and technological innovation [3]. Group 1: Overview of the European Market Exploration - The chip industry is increasingly focusing on overseas markets, with "going abroad" seen as a new option for growth [3]. - A business investigation trip to Germany is planned from September 4 to September 14, focusing on two major global exhibitions: IFA and IAA [3][4]. - The IFA exhibition, one of the largest international consumer electronics shows, attracted over 1,800 exhibitors and more than 210,000 visitors from 138 countries in its last edition [4]. - The IAA exhibition, a key event in the global automotive industry, had 750 exhibitors from 38 countries and over 500,000 visitors in its previous edition [4]. Group 2: Activities and Itinerary - The trip includes visits to five major German cities: Berlin, Leipzig, Dresden, Stuttgart, and Munich, each representing significant industrial characteristics [7]. - Activities will include industry salons, company visits, and tours of leading universities, aimed at deepening understanding of local market needs and trends [4][6][7]. - The itinerary features visits to notable companies such as GlobalFoundries and Mercedes-Benz, as well as academic institutions like the Technical University of Munich [19][20][21][22]. Group 3: Networking and Resource Linking - The trip aims to facilitate connections among participants, local exhibitors, and industry professionals through deep-dive salons and networking events [6][13]. - Previous trips have successfully established communication bridges among key industry players, enhancing collaboration opportunities [6][10].

Core Insights - The company "Chip Superman" operates a 1,600 square meter smart warehouse for chips, with over 1,000 stock models and around 100 brands, totaling 50 million chips valued at over 100 million [1] Group 1: Inventory and Services - The current inventory includes 50 million chips with a total weight of 10 tons and a value exceeding 100 million [1] - The company has served 18,000 users and can complete transactions in as little as half a day [5] - The company has an independent laboratory in Shenzhen where each material undergoes QC inspection [1] Group 2: Procurement and Sales - The company is seeking to purchase specific chip models, including TI BQ7694003DBTR (4K), ADI LTC2174IUKG-14PBF (200), and Holtek HT66FB560 (20K in 48LQFP packaging) [2] - The company is offering discounted sales on surplus materials, including Littelfuse CG21000MS (3,500 PCS, 24+) and AWINIC AW83118TSR (2,500 PCS, 22+) [3] Group 3: Online Presence - The company has a mini-program called "Factory Surplus" for users to explore unsold inventory [6] - Users can also access the company's services via a web portal at dl.icsuperman.com [7] Group 4: Industry Trends - Recent articles highlight changes among top chip distributors, price increases from companies like ST and ADI, and challenges faced by chip professionals [9]

Core Viewpoint - MPS has demonstrated strong growth in the analog chip industry, achieving record revenue for 13 consecutive years, with a notable increase in demand for its products despite overall market challenges [3][12][34]. Group 1: MPS Financial Performance - MPS reported a revenue of $2.2 billion in 2024, marking a 21.2% year-over-year increase, driven by product optimization and increased average selling prices (ASP) [12][24]. - In Q1 2025, MPS achieved a revenue of $640 million, a significant 39.2% increase compared to the previous year, reflecting the effectiveness of its diversified market strategy [12][24]. - The company's net profit reached $1.787 billion in 2024, a staggering 318.1% increase, showcasing its strong performance in high-power clean energy applications and automotive audio sectors [14][24]. Group 2: Market Dynamics and Demand - Despite a general downturn in the analog chip market, MPS has maintained a robust presence, particularly in the spot market, with demand surging for AI power management and automotive chips [4][5][12]. - The demand for MPS products peaked in July 2024, followed by a gradual decline, but is expected to rebound by the end of 2024 due to increased automotive chip requirements [5][6]. - MPS's market demand has shown fluctuations, with some distributors reporting a drop in inquiries while others still experience high demand, indicating a mixed market sentiment [7][9]. Group 3: Product and Market Strategy - MPS focuses on high-value areas such as DC/DC converters and power modules, expanding from single ICs to subsystems, which is a key strategy for long-term growth [30][31]. - The company has successfully penetrated the enterprise data market, which accounted for 32.5% of its revenue in 2024, up from 14% two years prior, driven by AI application sales [32][33]. - MPS adopts a conservative approach to acquisitions, only pursuing small projects that enhance its existing platform, thereby maintaining a focus on organic growth and technological advancement [26][30]. Group 4: Future Outlook - MPS aims to grow its revenue at a rate exceeding the overall market growth by 10% to 15% from 2025 to 2027, while stabilizing its gross margin between 55% and 60% [36]. - The company is well-positioned for future growth, with a strong cash flow of $256.4 million in Q1 2025 and over $1 billion in cash reserves to support R&D and expansion efforts [16][36].

Core Viewpoint - The article discusses the growing trend of Chinese electric vehicle (EV) exports, highlighting the increasing acceptance and demand for these vehicles in international markets despite trade barriers and negative perceptions in Western media [3][4][21]. Group 1: Chinese EV Export Growth - In the first four months of the year, China exported 642,000 new energy vehicles, marking a year-on-year increase of 52.6%, with plug-in hybrid vehicle exports reaching 212,000 units, a staggering increase of 150% [3]. - China has become the world's largest automobile exporter for two consecutive years, with BYD's export sales doubling year-on-year in the first quarter [3]. Group 2: Perception of Chinese EVs - Western media often label Chinese electric vehicles as "cheap," leading to misconceptions about their quality and the economic status of their buyers [4][21]. - Many overseas users have recognized the exaggeration of the "cheap" narrative, noting that Chinese EVs are reasonably priced and that they are willing to pay a bit more for high-quality vehicles [6][21]. Group 3: Target Customers for Chinese EVs - Taxi companies are significant buyers of Chinese electric vehicles, replicating the domestic strategy of bulk orders to gain market share [9]. - Individual buyers overseas often prioritize cost-effectiveness, with many sharing experiences of substantial savings on fuel costs after switching to Chinese EVs [15]. Group 4: Quality vs. Price - The article emphasizes that low prices alone do not guarantee high sales, as demonstrated by the failure of Mitsubishi's Mirage, which was a low-cost vehicle that did not meet consumer expectations [26]. - Chinese EVs are praised for their quality, with models like BYD and Xpeng being compared favorably against established brands, indicating that they can compete on both price and quality [28][29]. Group 5: Blurred Lines of Brand Identity - The definition of "Chinese cars" is becoming increasingly ambiguous, as many consumers associate brands like Volvo and MG with their original countries rather than their current ownership by Chinese companies [30][31]. - The globalization of the automotive industry means that the quality of vehicles is more dependent on the supply chain and manufacturing processes than on their country of origin [35][36].

Core Insights - The company "Chip Superman" operates a 1,600 square meter smart warehouse for chips, with over 1,000 stock models and around 50 million chips in inventory, valued at over 100 million [1] Group 1: Inventory and Offerings - The company has a diverse inventory with over 100 brands and a total weight of 10 tons [1] - Specific advantageous materials are being sold at discounted prices, including: - Cirrus Logic WM8978CGEFL/RV: 2,000 pieces, 20+ years old - TI TPD4S009DRYR: 80,000 pieces, 21+ years old - TI UCC27282DR: 850,889 pieces, 23+ and 24+ years old - ON AR0147ATSC00XUEA3-DPBR: 7,000 pieces [2] Group 2: Demand and Services - The company has served a total of 18,000 users and can complete transactions in as fast as half a day [4] - There is a demand for specific components, including: - TI BQ7694003DBTR: 4,000 pieces - ADI LTC2174IUKG-14PBF: 200 pieces [3] Group 3: Accessibility - The company offers a mini-program for factory surplus materials and a web version for broader access [5][6]

Core Viewpoint - The article emphasizes the importance of exploring overseas markets for the chip industry, particularly in Europe, as a strategy for industry upgrade and sustained growth amidst intense domestic competition and technological innovation [3]. Group 1: Market Exploration - Since last year, an increasing number of chip professionals have shifted their focus to overseas markets, with "going abroad" becoming a new option for industry growth [3]. - A business investigation activity in Germany is planned from September 4 to September 14, focusing on key cities and major exhibitions to understand the real demands and development directions in the consumer electronics and automotive electronics sectors [3][4]. Group 2: Key Exhibitions - IFA, one of the largest international consumer electronics exhibitions, attracted over 1,800 exhibitors and more than 210,000 visitors from 138 countries in its last edition, with AI being a significant theme [4]. - IAA, one of the top five auto shows globally, had 750 exhibitors from 38 countries and over 500,000 visitors, covering the entire automotive supply chain [4][5]. Group 3: Networking Opportunities - The investigation will include organizing deep-dive salons to facilitate connections among local resources, industry professionals, and participants, enhancing communication and collaboration [6]. - Previous events, such as the automotive and chip exchange cocktail during the last IAA, successfully brought together industry leaders and stakeholders for networking [6]. Group 4: City Visits - The itinerary includes visits to five key German cities: Berlin, Leipzig, Dresden, Stuttgart, and Munich, each representing significant industrial characteristics [7]. - Past business investigations in Germany have provided valuable resources and experiences, allowing for firsthand insights into the local industry atmosphere [7][10]. Group 5: Expert Guidance - The trip will be led by industry experts with extensive experience, ensuring participants gain effective industry information regardless of their prior experience in international trade [12]. - Participants will have the opportunity to build trust and consensus among peers from various sectors during the high-density exchanges throughout the trip [13].

Core Viewpoint - The article analyzes the recent financial performance of major global chip distributors, specifically WPG Holdings and Axiomtek, highlighting their revenue trends and market dynamics in the semiconductor industry [2][3]. Group 1: WPG Holdings Financial Performance - WPG Holdings reported a revenue of NT$783 billion in May, a year-on-year decrease of 2.35% and a month-on-month decrease of 33.67% [8][10]. - Cumulatively, WPG's revenue for the first five months of the year reached NT$443.8 billion, reflecting a year-on-year increase of 23.16% [8][10]. - The company attributes the revenue decline in May partly to the appreciation of the New Taiwan Dollar and notes that inventory adjustments among downstream semiconductor clients are largely complete [11]. Group 2: Axiomtek Financial Performance - Axiomtek achieved a record revenue of NT$754.6 billion in May, marking a year-on-year increase of 12.1% and a month-on-month decrease of 17.78% [4][5]. - The cumulative revenue for Axiomtek in 2025 reached NT$4,160.8 billion, representing a year-on-year increase of 31.1% [5]. - The growth in Axiomtek's revenue is attributed to the rapid development of generative AI, which has increased demand for traditional and AI server components [7]. Group 3: Market Trends and Future Outlook - Both companies experienced significant revenue growth in the first quarter of 2025, driven by strong demand in the AI and electronics sectors [12][16]. - Axiomtek's first-quarter revenue reached NT$2,488.3 billion, a year-on-year increase of 36.8%, while WPG's first-quarter revenue was NT$2,474 billion, up 28% year-on-year [12][16]. - The outlook for the second quarter remains cautiously optimistic, with expectations of gradual recovery in end-user demand as inventory adjustments in North America and Europe conclude [19].

Core Insights - The company "Chip Superman" operates a 1,600 square meter smart warehouse for chips, with over 1,000 stock models and a total inventory of 50 million chips valued at over 100 million [1] Group 1: Inventory and Services - The current stock includes 50 million chips with a total weight of 10 tons, showcasing a diverse range of over 100 brands [1] - The company has served 18,000 users and can complete transactions in as fast as half a day for discounted inventory [4] Group 2: Procurement and Sales - The company is actively seeking to purchase specific chip models, including 100,000 units of PUYA's P25Q80H-SSH-IR and 240,000 units of TOSHIBA's TPH2R608NH [2] - There are special offers on surplus materials, including 100 units of Altera's 1SX280HN1F43E2VG and 24,00 units of Infineon's IRFS31N20DTRLP [3] Group 3: Online Presence - The company provides a platform for users to browse and purchase surplus materials through a mini-program and a web portal [5][6]

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 …… 基于此，集合目前芯片超人过往的一些实践，把我们做过和能做的业务理了出来，主要有以下几 种： 1. 原创文章品牌推广 从 2017 年开始 写公众号 ，我们的编辑已经 ...

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 ...