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 从去年开始，越来越多的芯片人开始把目光投向海外市场。在技术创新与本土竞争趋于白热化的背 景下， "出海" 成为产业升级与持续增长的新选项。 但芯片人想要做到真正出海并不容易，背后需要对终端市场、区域法规、技术趋势与产业节奏的真 正理解，真正看清趋势、理解产业、建立链接，比 "走出去"本身更重要。 因此， 9 月 4 日至 9 月 14 日 ，芯片超人决定开启 "挖掘欧洲电子领域芯动向" 德国商 务考察活动 ，实地走访德国 柏林、莱比锡、德累斯顿、斯图加特以及慕尼黑 五个城市，重点聚 焦 全球两大顶级展会： IFA 柏林国际消费电子和家电产品展览会 与 IAA 德国国际汽车及 智慧出行博览会 （简称"慕尼黑车展"） ，带大家一起走进欧洲电子产业的最前沿，实地理解消 费电子与汽车电子的真实需求与发展方向。 IFA ，源于 1924 年，作为 世界上规模和影响力最大的国际视听及消费类电子产品展览会之一 ，上一届 IFA 吸引了 1800 多家展商，以及来自 ...

Core Viewpoint - The article analyzes the recent revenue performance of the top two global chip distributors, WPG Holdings and Axiomtek, highlighting their contrasting trends in June and the overall performance in 2025 [3][4]. Group 1: Revenue Performance - WPG Holdings reported a revenue of NT$630.88 billion in June, a decrease of 19% month-over-month and 17% year-over-year, marking a 16-month low [3][12]. - Axiomtek's June revenue was NT$832.1 billion, showing a month-over-month increase of 10.3% and a year-over-year increase of 14.9% [3][6]. - In Q2, Axiomtek's consolidated revenue reached NT$2,504.5 billion, a year-over-year increase of 20.4%, while WPG's Q2 revenue was approximately NT$2,595 billion, with a year-over-year increase of 6.51% [7][13]. Group 2: Monthly Revenue Trends - Axiomtek's monthly revenue growth was significant in February and March, with March achieving a 51.25% year-over-year increase, but the growth rate has since narrowed [9][10]. - WPG's revenue showed a consistent increase from January to April, with April's revenue growth peaking at 33.16%, but began to decline in May and June [15][16]. Group 3: Market Factors - Axiomtek attributed its June revenue growth to the rapid development of generative AI, which increased demand for traditional and AI server components, as well as preemptive stockpiling by clients due to U.S. tariffs [11]. - WPG indicated that its revenue decline in June was due to changes in the shipping schedule of high-revenue products rather than a decrease in demand [16]. Group 4: Future Outlook - WPG expressed optimism for Q3, anticipating improved performance due to the end of semiconductor inventory adjustments in the U.S. and continued growth in AI applications [16]. - Axiomtek's performance in Q1 and Q2 has led to a shift in the ranking of chip distributors, with Axiomtek briefly surpassing WPG in Q1 before WPG regained its position in Q2 [18][20]. Group 5: Industry Trends - Gartner's latest forecast predicts that the overall semiconductor market will reach USD 758.7 billion in 2025, with a year-over-year growth of 15.7%, indicating a recovery in the semiconductor industry [24].

Core Viewpoint - The article highlights the capabilities and offerings of a chip distribution company, emphasizing its extensive inventory, quality control measures, and customer service efficiency. Group 1: Inventory and Facilities - The company operates a 1,600 square meter smart warehouse with over 1,000 stock models and around 100 brands, holding a total of 50 million chips valued at over 100 million [1] - An independent laboratory is established in Shenzhen for quality control (QC) inspections on every material [1] Group 2: Procurement and Sales - The company is actively seeking to purchase specific chip models, including 200 pieces of ADI LTM4628EVPBF and 1,200 pieces of ADI AD8512ARMZ [2] - There are special offers on advantageous materials, including 2,000 pieces of ADI ADM2483BRWZ and 30,000 pieces of ADI ADRF5545ABCPZN-R7, with various years of production listed [3] Group 3: Customer Engagement and Service - The company has served a total of 19,800 users and can complete transactions in as fast as half a day [4] - A suggestion is made for users to check a mini-program for factory surplus materials, indicating a focus on improving sales and inventory turnover [6]

自今年4月我们聚焦呆料处理业务以来，已高效帮众多客户盘活了积压库存。经验证明： 明确要 处 理、合理的价格，最快半天即可成交！ 呆料，即呆滞物料的简称，E&O（Excess and Obsolete），是指暂时不用或者永远没有机会使用的具 有风险的库存。 然而，客户反馈也呈现"冰火两重天"： "我的料单怎么石沉大海？""价格怎么这么低！" 基于芯片超人平台海量成交数据，我们深挖出反馈快、成交率高的呆料的核心特征，提炼分享，助 你加速库存变现！ 处理快的呆料主要有以下特征： 第一是物料本身的流通性。 一切从客户的需求出发， 物料越通用，越容易在市场流通 ，潜在客户会更多。像常见的ST、TI 、NXP都比较好出掉。一般情况下，如果物料的流通性足够强，价格比市场价稍微低一点就很容 易被出掉，如果流通性一般，价格可能要打个6、7折才能出掉，但如果这个物料没什么流通性， 就是打个2、3折，客户可能也不会买单。 第二是合理的TP。 我们现在拿到的料单， 但凡能给到一些合理的TP价格，且价格不离谱的，谈一谈多少都能成的 。但是如果是物料在手里很久了，老年份还想卖出个市场价的，基本上是成不了的。 第三是DC清晰，新批次反而不 ...

Core Viewpoint - The article discusses the current market conditions for the semiconductor industry, highlighting the challenges faced by "chip workers" during the traditional off-season and emphasizing the need for resilience and adaptability in response to market fluctuations [1]. Group 1: Market Conditions - The market has entered a traditional off-season, leading to a sense of lethargy among industry participants [1]. - Despite the downturn, there is a call for industry players to remain vigilant and proactive in navigating the current market landscape [1]. Group 2: Industry Responses - The article mentions various responses to industry challenges, such as extending payment terms and dealing with delayed payments, indicating a need for strategic adjustments [4][5]. - It highlights the importance of managing inventory levels and addressing customer inquiries effectively [7][8]. - The article also notes the impact of high-priced chips and low target prices on market dynamics, suggesting a need for careful pricing strategies [10][11]. - There is a focus on operational efficiency, including overtime shipping and delivery logistics, to meet customer demands [13][14]. - Cost reduction strategies are emphasized, along with addressing budget constraints and adapting to new market demands [15][16][17]. - The article encourages maintaining strong relationships with existing customers and not fearing competition within the industry [18][20]. - It acknowledges the current market's coldness but encourages a mindset of resilience and determination [21].

| 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | DIODES | DMT10H009LCG-7 | 18K | 21+ | | LITTELFUSE | V320LA20AP | 60K | 22+ | | HYNIX | H5ANBG6NAMR-XNC | 40K | 22+ | | 润石 | RS2299XTQC16 | 100K | 24+ | 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 | | --- | --- | --- | | ADI | LTM4628EV#PBF | 200个 | | ADI | LTM4634IY#PBF | 238个 | | ADI | AD8512ARMZ | 1200个 | | DEGSON/高松 | 2EDGRM-5.08-03P-14-100Z(H) | 800PCS | 优势物 ...

Core Viewpoint - The article focuses on the disassembly and analysis of the headlight driver module of the Xiaomi SU7, highlighting its advanced technology and components that differentiate it from traditional fuel vehicles [5][16]. Summary by Sections Overview of the Headlight Driver Module - The headlight driver module is described as the "brain" of the lighting system, essential for high-precision light control, dynamic lighting, communication, and energy management in automotive applications [5]. Disassembly Insights - The disassembly process of the SU7 headlight driver module was challenging due to the extensive use of adhesive between the bottom shell and the metal front cover, requiring significant effort to extract the driver board [7]. Component Analysis - The core controller is an Infineon automotive-grade MCU (CYT2B75CADQ0AZEGS) based on the Arm Cortex-M4 architecture, responsible for lighting logic operations, PWM waveform generation, fault diagnosis, and communication protocol stack execution [11]. - Two CAN bus controllers from NXP are included for communication redundancy, with one supporting CAN FD for high bandwidth lighting command transmission [11]. - The module features a linear voltage regulator from MPS (MP2019) that can handle 12V vehicle transient fluctuations and minimizes standby power consumption [12]. - An ON Semiconductor micro-stepping motor driver (NCV70517) is utilized for adaptive front lighting system (AFS) functionality, typically found in mid to high-end traditional fuel vehicles [13]. - A voltage follower from ROHM (BD42530) ensures dynamic voltage tracking for the light group, maintaining brightness control accuracy [14]. - The main LED driver system is powered by Texas Instruments chips, with a dual-channel constant voltage LED driver (TPS92682Q) and three synchronous buck LED drivers (TPS92520Q) for auxiliary lighting [14][15]. Conclusion on Component Selection - The analysis reveals that the Xiaomi SU7 headlight driver module employs a mix of high-performance international components and some local suppliers, indicating a strategy for supply chain diversification and reliability [16].

Core Viewpoint - The successful IPO of Beijing Yitang Semiconductor Technology Co., Ltd. marks the beginning of a wave of domestic semiconductor listings, highlighting the growing importance of the semiconductor industry in China [5][7]. Group 1: Company Overview - Yitang Semiconductor officially listed on the STAR Market on July 8, with an initial price of 8.45 yuan per share, experiencing a surge of over 200% at opening, leading to a market capitalization that briefly exceeded 77 billion yuan before settling around 60 billion yuan [5][6]. - The company raised 2.497 billion yuan through its IPO, ranking first in fundraising in Beijing [6]. - Yitang Semiconductor specializes in semiconductor equipment, focusing on the research, production, and sales of wafer processing equipment essential for integrated circuit manufacturing, with three core products: dry stripping equipment, rapid thermal processing equipment, and dry etching equipment [18][19]. Group 2: Financial Performance - Yitang Semiconductor reported revenues of 4.763 billion yuan in 2022, 3.931 billion yuan in 2023, and projected 4.633 billion yuan in 2024, with net profits of 383 million yuan, 310 million yuan, and 540 million yuan respectively [20][21]. - The company has a significant customer base, including major players like TSMC, Samsung, Micron Technology, Intel, SK Hynix, and SMIC, with over 4,600 units of its products installed globally by mid-2024 [22]. Group 3: Industry Trends - The successful IPO of Yitang Semiconductor is seen as a catalyst for a surge in domestic semiconductor IPOs, with several companies like Changxin Storage and Ziguang Zhanrui also initiating their listing processes [25][26]. - The semiconductor sector is witnessing a rush for IPOs, with many companies aiming to capitalize on the current favorable market conditions, as evidenced by the recent acceptance of multiple semiconductor companies' IPO applications by the stock exchanges [27][28]. - The competitive landscape is intensifying, as companies recognize the urgency of going public to secure funding and market positioning amid a challenging investment environment [30][31].

Core Insights - The company "Chip Superhero" operates a 1,600 square meter intelligent chip storage base with over 1,000 stock models and 100 brands, holding a total of 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 each material undergoes QC inspection in an independent laboratory located in Shenzhen [1] - The company has served a cumulative total of 19,800 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 components, including 400 pieces of Broadcom BCM68658A1IFSBG and 1,200 pieces of both MOLEX 39-30-2032 and ADI AD8512ARMZ [2] - There are special offers on advantageous materials, such as 100,000 units of ST EMIF02-SPK03F2 from 2021 and 20,000 units of ST STM8AF5286UCY from 2022 [3] Group 3: Market Trends - The industry is experiencing challenges with unsold inventory and pricing pressures, prompting companies to explore alternative sales channels like the "Factory Surplus" mini-program [6] - Recent articles highlight significant market movements, including the top four chip distributors changing, and the impact of production halts and origin determinations on the chip industry [8]

Core Insights - The article highlights the capabilities and inventory of a chip distribution company, emphasizing its extensive stock and quality control measures [1][4]. Group 1: Inventory and Facilities - The company operates a 1600 square meter smart warehouse with over 1000 stock models and 100 brands, totaling 50 million chips valued at over 100 million [1]. - An independent laboratory is established in Shenzhen for quality control (QC) of each material [1]. Group 2: Procurement and Sales - The company is actively seeking specific chip models, including 1200 units of MOLEX 39-30-2032 and ADI AD8512ARMZ, and 500 units of TE 7-1393243-9 [2]. - It offers discounted sales on advantageous materials, with significant quantities available, such as 99,000 units of NXP BFU730F and 119,324 units of MICROCHIP ATSAMD20E16B-MUT [3]. Group 3: Customer Engagement - The company has served a total of 19,800 users and can complete transactions in as little as half a day [4]. - It promotes a mini-program for factory surplus materials, addressing challenges in selling and pricing [6].