Core Viewpoint - The storage chip market is experiencing significant price increases, particularly for DDR4 and Samsung's small-capacity eMMC chips, with prices reportedly doubling in less than two months [3][11]. Group 1: Current Price Trends - The most notable price increases are observed in DDR4 and Samsung's small-capacity eMMC chips [3]. - Samsung's 8GB eMMC chip price rose from approximately $1.9 in early March to around $3.65-$3.8 currently, marking a substantial increase [8]. - DDR4 prices have also surged, with an 8GB DDR4 chip increasing from $1.15-$1.25 in late 2022 to $3.00 now, reflecting a significant rise [10]. Group 2: Price Increase Timeline - Samsung's small-capacity eMMC began to show price increases after October 2022, with a notable spike post-Chinese New Year [8]. - DDR4 prices remained low in November and December 2022 but began to rise sharply in February and March 2023, continuing to increase thereafter [9]. Group 3: Reasons for Price Increases - The price surge for eMMC is primarily driven by Samsung's announcement of potential production halts for MLC NAND, leading to increased demand from manufacturers [11]. - For DDR4, speculation about the major manufacturers (Samsung, SK Hynix, Micron) ceasing production by 2025 has fueled price increases, compounded by supply reductions and market speculation [12][13]. - Reports of manufacturers notifying clients about DDR4 production halts have further intensified the price hikes, despite some denials from Samsung [13]. Group 4: Market Outlook - The overall market for storage chips is showing signs of recovery, with consistent price increases and positive news from manufacturers regarding DRAM and NAND [13].

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 | | --- | --- | --- | | TE | 2118717-4 | 4200个 | | TE | 2118721-4 | 8640个 | | BOURNS | SRP6530A-6R8M | 40K | | AVX | TPSC227K006S0125 | 60K | | ADI | LTC6401CUD-20 | 1400个 | | Murata | LQW18ANR39G00D | 1700个 | | NUVOTON | M058LDN | 10000 | | MPS | MP9943GQ-Z | 80000 | | PSEMI | PE4259-63 | 50000 | | Skyworks | CLA4603-085LF | 3000 | | NXP | FS32K118LAT0MLFR | 30K | | A ...

Core Viewpoint - TSMC's impressive financial performance in Q1 2025 masks underlying issues, including low wafer shipment volumes and a heavy reliance on advanced process nodes and AI semiconductor demand [4][43][44] Group 1: TSMC's Financial Performance - TSMC reported Q1 2025 revenue of $25.53 billion, a 41.6% year-over-year increase, and operating profit of $12.38 billion, up 56.1%, both setting historical records for the first quarter [4] - Since 2023, TSMC's revenue and operating profit have shown a continuous growth trend, with operating profit margins recovering to nearly 50% by Q4 2024 [4][6] - TSMC's market share is projected to reach 68% by 2025, while competitors like Samsung are expected to see their market share decline significantly [6][7] Group 2: Wafer Shipment and Revenue Discrepancy - Despite record revenue, TSMC's wafer shipment volume remains low, with Q1 2025 shipments at 3.26 million wafers, down from a peak of 3.97 million [12][21] - The discrepancy between revenue growth and wafer shipments indicates a potential issue with production capacity and market demand [8][21] Group 3: Factory Utilization Rates - TSMC's factory utilization rates have been declining, with 8-inch wafer fabs dropping from 95% in Q1 2020 to an estimated 69% in Q1 2025, and 12-inch fabs from 94% to 86% [16][18][21] - The overall low utilization rates contrast sharply with the record revenue, suggesting inefficiencies in production [21] Group 4: Technology Node Performance - Sales from the 7nm node have halved since their peak, while 5nm and 3nm nodes are driving revenue growth [27][28] - Traditional nodes like 16nm and 28nm are experiencing sustained declines, indicating a shift in demand towards more advanced technologies [27][28] Group 5: Regional Sales Distribution - The U.S. market accounted for 77% of TSMC's sales in Q1 2025, a significant increase, while other regions remain below 10% [34][35] - This heavy reliance on the U.S. market raises concerns about potential geopolitical risks and trade policies affecting TSMC's operations [35][36] Group 6: Platform Sales Dynamics - The share of smartphone chips in TSMC's revenue has decreased to 28%, while AI semiconductor sales, particularly in high-performance computing (HPC), have surged to 59% [39][41] - The automotive and IoT sectors remain underperforming, which could impact future growth prospects for TSMC [41][42] Group 7: Future Risks - TSMC's current revenue structure is heavily dependent on AI semiconductor demand, particularly from NVIDIA, creating vulnerability to market fluctuations [43][44] - A potential decline in GPU prices could lead to significant revenue drops for TSMC, highlighting the fragility of its growth model [44]

以下文章来源于霞光社 ，作者冯叶 霞光社 . 赋能企业全球化 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 作者 | 冯叶 对于想要长远立足的中国品牌而言， 出海从无坦途。 今年12月16-21日 ，芯片超人将组织为期 6天的日本商务考察活动 ，重点参加 SEMICON Japan 2025，并实地走访日本当地知名半导体企业与高校，挖掘日本半导体产业芯机会！ 编辑 | 李小天 来源｜霞光社（ID：Globalinsights） 在特朗普再次试图改写全球供应链格局之时，中国新能源车企并不慌乱。 扫描下方 二维码 咨询 并报名 日本 商务考察 领100+设备、材料企业汇总pdf 最重要的原因是它们并不依赖美国市场，且早在第一轮贸易战开启时，就积极拓展了中东、东南 亚、拉美等新兴市场，其中， 距离中国大陆18000公里的巴西，成为了近年来 新能源 车企出海 最火热的战场。 巴西是全球第六大汽车市场，其中，新能源汽车的销量正在持续攀高。巴西电动汽车协会（下 称"ABVE"）数据显示，2024年1至6月，巴 ...

Core Insights - The article discusses the development trends of intelligent computing chips and edge AI chips amidst the AI boom, highlighting the increasing demand for high-speed chips and the challenges in testing them [1] - A seminar on high-speed chip testing technology will be held on May 21, organized by Nanjing Integrated Circuit Industry Service Center (ICisC) and Keysight Technologies, focusing on semiconductor technologies popular in 2025 [1][9] Event Details - The seminar will take place on May 21 from 13:30 to 17:30 at Nanjing Jiangbei New District, featuring expert discussions on PCIe 5.0/6.0, Ethernet, MIPI, and USB testing technologies [2][9] - Attendees will have the opportunity to observe high-speed chip testing processes in the ICisC laboratory [2][9] Agenda Highlights - The agenda includes a welcome address, an introduction to ICisC platform business, discussions on key technologies and measurements for intelligent computing chips, post-silicon validation of SoC chip high-speed interfaces, and challenges in testing consumer-side chips [8][9] - The event will also feature a technical salon for in-depth discussions and networking opportunities among professionals in chip design, IP, EDA, and packaging [2][8]

| 品牌 | 型号 | 数量 | | --- | --- | --- | | TE | 2118717-4 | 4200个 | | TE | 2118721-4 | 8640个 | | BOURNS | SRP6530A-6R8M | 40K | | AVX | TPSC227K006S0125 | 60K | | ADI | LTC6401CUD-20 | 1400个 | | Murata | LQW18ANR39G00D | 1700个 | | NUVOTON | M058LDN | 10000 | 服务8000+用户 库存发布、需求匹配、买卖呆料 上【工厂呆料】，搞钱！ 推荐阅读： 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 点击查看往期内容 ↓ ↓ ↓ 你 "在看" 我吗？ ▶ TOP4 芯片分销商，又变了 ▶ 暂停接单、原产地判定...芯片人快被逼疯了！ ▶ ST、ADI、瑞芯微...这些芯片涨 ...

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 一周大事件 行业风向前瞻 一季度我国 集成电路设计收入906亿元，同比增长19.7% 从工业和信息化部获悉，今年一季度，我国软件和信息技术服务业收入31479亿元，同比增长 10.6%，利润总额保持两位数增长，软件业务出口增速由负转正。信息技术服务收入保持两位数 增长。一季度，信息技术服务收入20820亿元，同比增长11.0%，占全行业收入接近七成。其 1. 一季度我国 集成电路设计收入906亿元，同比增长19.7% 2. 全球半导体市场连续11个月增长超17%，3月销售额创历史新高 3. 中芯国际：手机客户Q3或下调备货目标 代工行业面临价格下行压力 4. 存储现货消费端DRAM资源供应紧张 5. MLCC市场下半年旺季不确定风险增加 中，云计算、大数据服务共实现收入3540亿元，同比增长11.1%，集成电路设计收入906亿元， 同比增长19.7%。此外，信息安全收入增速加快。一季度，信息安全产品和服务收入481亿元， 同比增长8.6%。（财联社） ...

Core Viewpoint - The article highlights the growing influence and market penetration of Chinese brands in Indonesia, showcasing how they have successfully tapped into local consumer preferences and market dynamics, leading to significant business opportunities and growth in various sectors. Group 1: Market Opportunities in Indonesia - Chinese brands are increasingly dominating the Indonesian market, particularly in the smartphone sector, where they hold over 70% market share as of Q3 2024, with a growth rate of 11.3% [15][26]. - The popularity of Chinese products extends beyond smartphones to accessories and even outdated technology, such as set-top boxes, which are in high demand in Indonesia [20][21]. - The automotive sector is also seeing a surge in Chinese brands, with BYD and Chery achieving significant sales growth, and plans for local manufacturing are underway [27][29]. Group 2: E-commerce and Consumer Behavior - Indonesia's e-commerce market has exploded, with transaction volumes reaching $53.8 billion in 2023, a staggering 90-fold increase over 11 years, making it a lucrative market for Chinese companies [40]. - Chinese brands are adept at localizing their products and marketing strategies, often disguising themselves as local brands to better connect with Indonesian consumers [41]. - The local population's increasing disposable income, especially during religious holidays, presents a prime opportunity for brands to capitalize on consumer spending [43][45]. Group 3: Policy and Economic Environment - Indonesia has shifted from protectionist policies to a more open market approach, abolishing restrictive regulations that previously hindered foreign investment, thus creating a more favorable environment for Chinese companies [56][59]. - The Indonesian government is actively encouraging foreign investment, particularly in sectors like electric vehicles, by offering tax incentives and reducing import restrictions [29][57]. - The demographic advantage of Indonesia, with a population exceeding 270 million and a significant proportion under 34 years old, provides a vast consumer base for Chinese brands [53].

以下文章来源于电子开发学习 ，作者小马哥 电子开发学习 . 每日定期推送电子设计相关的学习例程，包括原理图设计、Layout、软件设计等相关内容，也会不定期 推送各种电子、单片机相关软件的教程。 极致性价比AI模块 ，国内对接豆包大模型，支持客户定制智能体。毛绒玩具、桌面机器人、儿童故事机等应 用场景均支持定制，感兴趣来聊 有个粉丝朋友特别喜欢看我拆解，他淘了一个稀奇古怪的东西寄给我让我拆解。 扫码加我本人微信 拿到之后我做了一番清洗，才开始拍照。看正面的面板，看不出是啥产品。 但是看顶部的接口，我感觉这像是一个充电宝。 一看背面的名牌我彻底懂了。原来果然是一个充电宝，还是非卖品，我这人有一个爱好，特别喜欢 学外语，现在看来，一切都没白学，总有一天会派上用场的。 拆解一看内部确实像经历了 14 年岁月的洗礼，看着挺脏的。但是 U1S1 ，这个板子看着设计得 还不错。 左边是输入输出接口，中间的是控制芯片，右边是电池管理芯片。板子右边上下边缘看起来焊接了 锂电池的镍片。 把底壳也拆掉，看到电路板下面的 3 颗 18650 电池了。说实话，我是没想到，也没见过锂电池 能腐蚀成这 13 样，真的是出离我的认知了，猛 ...

Core Viewpoint - The semiconductor industry is experiencing significant growth and interest, particularly highlighted by the recent SEMICON China event, which saw increased participation and attendance compared to previous years [3][4]. Industry Insights - SEMICON China 2023 attracted over 180,000 attendees, surpassing last year's 160,000, with more than 200 additional domestic semiconductor companies participating [3]. - The event's success reflects both the industry's vitality and external factors, such as the impact of U.S. tariffs on global semiconductor supply chains, leading to a heightened focus on Asian semiconductor industries, including those in China, Japan, and South Korea [4]. Focus on Japan's Semiconductor Industry - Japan's semiconductor industry, while less visible, remains dominant in upstream semiconductor equipment and materials, with Japanese companies leading in three out of five categories in a new survey on semiconductor materials for 2024 [5]. - Tokyo Ohka Kogyo holds a 22.8% market share in photoresists, while Shin-Etsu Chemical leads with a 24.7% share in silicon wafers, and three Japanese companies monopolize the global market for photomask substrates [5]. SEMICON Japan Event - SEMICON Japan, organized by SEMI, is a key opportunity for deeper insights into Japan's semiconductor industry, featuring over 1,100 exhibitors from 35 countries in its last edition [6]. - A business exploration trip to Japan is planned for December 16-21, 2025, focusing on SEMICON Japan and visits to notable semiconductor companies and universities [6][8]. Business Exploration Highlights - The trip will facilitate direct engagement with local semiconductor companies, enhancing collaboration opportunities [7]. - The itinerary includes participation in SEMICON Japan, visits to local semiconductor firms, and cultural experiences in Japan [12][13]. Experience and Optimization - The company has extensive experience in organizing business exploration trips, having led over 100 executives to various countries for industry insights and networking since early 2018 [9][15]. - Continuous feedback and optimization of the trip itinerary ensure a rich and professional experience for participants [9].