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2.2万用户 ，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！ 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | 江波龙 | FEMDNN064G-C9A61 | 1520个 | | 镁光 | MT41K256M16TW-107:P | 10K | | 镁光 | MTFC64GBCAQTC-WT | 1520个 | | ADI | ADL5561ACPZ | 1500个 | | TI | TS3USB221ERSER | 20K | | TI | TMUX7208PWR | 4K | | MURATA | LQW18CNR12J0ZD | 30K | | MURATA | LQW32FT3R3MOHL | 20K | 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 ...

Core Insights - The article discusses the rising demand and prices of various storage chips in December, highlighting specific models that have seen significant price increases and market interest [3][8][24]. Group 1: NOR Flash and eMMC - The NOR Flash model W25Q128JVSIQ has seen its market heat rise to new highs, with prices around 6 yuan, indicating strong demand and sales [3][6]. - The eMMC chip KLM8G1GETF-B041 has experienced a dramatic price increase from approximately 28 yuan in May to around 70-80 yuan in December, representing a rise of about 150%-186% [8][10]. Group 2: Gyroscope and MCU - The gyroscope ICM-42688-P has maintained high demand, with prices nearing 30 yuan, up from a typical price of 9 yuan [13][15]. - The STM32F407 and STM32F103 series MCUs have also seen increased interest, with prices for STM32F407VET6 stabilizing around 12 yuan and STM32F103RCT6 rising from 7 yuan to 8-9 yuan [17]. Group 3: Other Notable Chips - The GD25Q128ESIGR NOR Flash has reached a new high price of nearly 4 yuan, with reports of it being in high demand and difficult to procure [20][23]. - The DDR3 chip MT41K256M16TW-107:P has seen its price rise to over 20 yuan, up from 6-10 yuan earlier in the year [24]. - The ADL5385ACPZ has experienced a surge in market interest, with prices around 40-45 yuan, influenced by a price increase notice from the manufacturer [27].

Group 1 - The article highlights the issue of excess inventory, with a specific example of a batch of 100,000 units incurring monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 after six months [1] - 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 [7] - The company has a smart warehouse covering 1,600 square meters, with over 1,000 stock models from 100 brands, totaling 50 million chips valued at over 100 million [6] Group 2 - The article lists various surplus materials for sale, including specific brands and models, with quantities ranging from 4,000 to 240,000 units [4] - It also includes a request for specific components, indicating demand for various models from brands like Micron and TI, with quantities needed ranging from 1,000 to 20,000 [5] - The company promotes its services through a mini-program and a web portal for easier access to inventory and purchasing options [8][9]

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 transaction completion for inventory clearance [9] Group 1: Inventory Management - Excess inventory of 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 seek assistance from Chip Superman to improve sales [1] Group 2: Inventory Offerings - A list of available surplus materials is provided, including various brands and models, with quantities ranging from 1,000 to 240,000 units [4][5] - Notable items include NEXPERIA's BUK9K17-60EX with 100-200k units and TI's ADS1248IPWR with 2,000 units [4][5] Group 3: Purchase Requests - The article includes a request for specific components, indicating demand for various semiconductor models, with quantities ranging from 1,000 to 50,000 units [7] Group 4: Company Capabilities - Chip Superman operates a 1,600 square meter smart storage facility with over 1,000 models and 50 million chips in stock, valued at over 100 million [8] - The company also has an independent laboratory in Shenzhen for quality control of each material [8]

Core Viewpoint - The passive component industry is experiencing a new wave of price increases driven by rising raw material costs, particularly silver, and increased demand from sectors like AI and automotive applications [3][5][12]. Group 1: Price Increase Details - Yageo's brand PULSE announced a price adjustment for certain ferrite bead products effective January 1, 2026, due to high silver prices and the need to maintain product quality and supply stability [3][4]. - The price increase is applicable to ferrite beads of metric size 1608 and above, while confirmed contracts and ongoing projects remain unaffected [4][6]. - Yageo's magnetic components account for approximately 27%-28% of its revenue, making it the largest product category for the company [8]. Group 2: Industry-Wide Price Trends - Multiple passive component manufacturers have issued price increase notices, covering tantalum capacitors, resistors, and inductors, indicating a broader trend in the industry [11][12]. - The reasons for these price increases include rising costs of raw materials such as silver, tin, copper, and cobalt, as well as surging demand driven by AI applications [12][13]. - Companies like Kyocera and Panasonic have also announced price hikes for tantalum capacitors due to increased tantalum costs, with some models seeing increases of 15%-30% [14][15]. Group 3: Market Reactions and Future Outlook - The price adjustments have led to a stabilization of passive component prices after a period of decline, with reports of urgent orders from manufacturers as they prepare for the upcoming year [20]. - The market is closely monitoring supply and demand dynamics for passive components, especially in light of recent price hikes from major players like Windfall and Sunlord [20].

以下文章来源于碳化硅内参 ，作者雨茉 碳化硅内参 . 碳化硅产业一线洞察、商业逻辑和长期跟踪的深度分析 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 0 1 序曲 ：两个数 字 ，与 一阵 胃痛 凌晨两点十七分，陈默收到研发的邮件。附件里是那颗代号 "玄冰" ： 专为大功率充电桩电源模 块设计的碳化硅 MOSFET最终成本核算表。他盯着衬底、外延、流片、封测那一行行拆到骨子里 的数字看了三分钟，最终在Excel里加上公司规定的毛利。新数字跳出来时，他的胃先于大脑给出 了反应。 这是 老毛病了。自从三年前公司开始冲刺车规认证，陈默的胃就成了公司的晴雨表 ——流片失败 时是灼烧感，拿到认证时是 兴奋产生的 痉挛，而看到这种死亡数字时，是一种沉坠的、冰冷的绞 痛，像有只手在里面慢慢攥紧。 几乎同时，手机屏幕亮了。是那个在国内充电桩 电源 龙头 "海达" 研发部、收过他三盒明前龙井 的电源工程师发来的微信： "兄弟，刚开完会。你们要报的那个 4 0kW 电源 模块主功率器件料 号，我们采购给的预算天花板是 ...

Core Viewpoint - The storage chip market is experiencing significant price increases and heightened activity, but this has also led to a rise in counterfeit products and labeling issues, indicating growing risks in the market [3][9][10]. Group 1: Market Activity and Trends - The storage chip market has become the most active segment in the current year, with prices continuously rising and market sentiment remaining strong [3]. - Since early this year, storage chip prices have been on an upward trend, particularly after major manufacturers announced production halts for DDR4 chips, which further fueled price increases [9][10]. - For instance, the price of a common 8G DDR4 chip from Samsung surged from $1.7 in March to over $20 by the end of October, representing an increase of more than 10 times [10]. Group 2: Counterfeit and Labeling Issues - Recent cases have highlighted the emergence of counterfeit labels in the storage chip market, with distributors encountering issues where labels did not match standard formats [5][6]. - Social media reports have also surfaced, showing instances of counterfeit products, such as chips being misrepresented with incorrect specifications [6]. - The increase in market participants has led to longer transaction chains and more opportunities for counterfeit products to enter the market, raising the risk of encountering fake goods [13][14]. Group 3: Changes in Distribution Dynamics - The influx of new participants in the storage market has resulted in a more complex trading environment, with many transactions occurring between traders and stockpilers rather than directly with end-users [11][13]. - Distributors have noted that the current market dynamics have led to increased turnover and a higher likelihood of encountering counterfeit products, especially as the market heats up [13][15]. - The competitive landscape has shifted, with some distributors successfully navigating the market while others struggle due to lack of established channels or customer bases [15]. Group 4: Recommendations for Distributors - Distributors are advised to prioritize sourcing from established and reputable channels to mitigate risks associated with counterfeit products [14][16]. - It is crucial for distributors to verify labels and inspect products before making payments to avoid purchasing counterfeit goods [14][16]. - The current market conditions necessitate a cautious approach, emphasizing the importance of risk management over speculation [16].

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 emphasizes the services provided by Chip Superman, which has served 22,000 users and offers rapid inventory clearance solutions [8][9] Group 1: Inventory Management - A significant amount of obsolete materials is causing financial strain, with monthly storage and capital costs estimated at least 5,000, leading to a potential loss of 30,000 over six months [1] - The article suggests that companies struggling to sell their inventory can utilize Chip Superman's services for better pricing and faster transactions [1][10] Group 2: Inventory Offerings - Chip Superman has a substantial inventory, including over 50 million chips across more than 1,000 models and 100 brands, with a total inventory value exceeding 100 million [7] - The company operates a smart warehouse of 1,600 square meters and conducts quality control checks on each item [7] Group 3: Sales and Promotions - Chip Superman is currently offering discounts to clear inventory, with transactions being completed in as little as half a day [9] - The article encourages companies to explore their platform for better pricing options on unsold materials [10]

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 transaction completion for inventory clearance [7] 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 after six months [1] - The article emphasizes the difficulty in promoting and selling excess materials, suggesting that companies can seek assistance from Chip Superman to improve sales outcomes [1] Group 2: Inventory Offerings - Chip Superman has a substantial inventory, with over 5,000 million units across 1,000+ models and 100 brands, valued at over 100 million [6] - The article lists various semiconductor components available for sale, including specific models from brands like Nexperia, Sony, and TI, with quantities ranging from thousands to hundreds of thousands [4] Group 3: Purchase Requests - The article also includes a section for purchasing requests, detailing specific part numbers and quantities needed by various companies, indicating ongoing demand in the market [5] Group 4: Service Features - Chip Superman's service is highlighted for its efficiency, claiming to complete transactions in as little as half a day, which is beneficial for companies looking to clear inventory quickly [7] - The company operates a smart warehouse of 1,600 square meters, ensuring quality control for each component through an independent laboratory [6]

Core Viewpoint - The article emphasizes the importance of participating in international exhibitions, particularly the electronica in Munich, as a means for companies in the chip industry to expand their horizons and gain insights into global market trends and opportunities [3][6]. Group 1: Industry Challenges - The current major pain point for many companies in the chip distribution sector is intense competition and price pressure from domestic clients, leading to thin profit margins [6][7]. - Many businesses are caught in a cycle of effort without substantial returns, indicating that the issue lies not in hard work but in strategic direction [10][11]. Group 2: Benefits of International Exposure - Traveling abroad, particularly to Europe, allows companies to witness different stages of industrial development and gain insights that can be applied to their own operations [12][13]. - Direct interactions with potential partners and clients during international trips can lead to meaningful business relationships and collaborations [18][25]. Group 3: Upcoming Opportunities - The 2026 European study tour will include visits to Germany and France, focusing on deep engagement with local industries and institutions [27][37]. - The tour will feature two packages: a basic package aimed at cost-effectiveness and a premium package offering exclusive experiences and networking opportunities [28][34]. Group 4: Tour Highlights - The itinerary includes participation in the electronica exhibition, visits to key semiconductor companies, and interactions with top universities and research institutions [40][44]. - The tour aims to provide a comprehensive understanding of the European semiconductor landscape, enhancing participants' knowledge and business strategies [42][43].