Core Viewpoint - TSMC is set to maintain its leadership in advanced process nodes with the launch of its 2nm process, which will cater to top clients like Nvidia, Apple, AMD, and major cloud service providers [3][4]. Group 1: TSMC's 2nm Process - TSMC's 2nm process (N2) is expected to enter mass production by December 2025, utilizing GAA (Gate-All-Around) technology, which is a first for the company [3][4]. - The N2 technology promises significant improvements in performance and power efficiency, with TSMC emphasizing its leading position in transistor density and energy efficiency [4]. - Analysts predict that TSMC's N2 process could become one of the company's most successful nodes, with over 15 clients already engaged in related projects [5]. Group 2: Competitive Landscape - TSMC currently produces over 90% of the world's most advanced chips, maintaining a dominant market share that exceeds 70% [7][8]. - Geopolitical factors may pose risks to TSMC's advantages, as competitors like Intel and Samsung are also vying for market share [8]. - Intel's 18A process is expected to enter mass production in early 2025, which could allow the company to capture significant market segments in the U.S. [5][8]. Group 3: Future Outlook - TSMC's strategic delay in adopting GAA technology until the N2 process has reduced the risk of repeating Samsung's challenges with GAA implementation [9]. - The successful ramp-up of high-volume customer products on the N2 process by 2026 will be crucial in proving the technology's reliability [9]. - Analysts believe that expecting TSMC to falter and provide opportunities for Intel or Samsung is not a wise bet, given TSMC's historical execution record [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 inventory clearance solutions [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 for better pricing and faster transactions [1][9] Group 2: Inventory Offerings - A list of available excess materials is provided, including various brands and models, with quantities ranging from 1600 to 240,000 units [4][5] - Notable items include NEXPERIA's BZT52H-C6V8 with 240,000 units and TI's TPS7B8250QDRVRQ1 with 78,000 units, indicating a diverse inventory across multiple brands [4][5] Group 3: Purchase Requests - The article also includes a section for requested materials, indicating demand for specific components such as Diodes' D5V0L1B2T-7 with a request for 150,000 units [6] Group 4: Warehouse and Quality Control - Chip Superman operates a 1,600 square meter smart warehouse with over 1,000 models and a total inventory of 50 million chips, valued at over 100 million [7] - Each component undergoes quality control checks in an independent laboratory located in Shenzhen [8]

Core Viewpoint - The chip industry in 2025 is experiencing significant fluctuations due to tariff events and supply shortages, leading to price surges and market speculation, with mixed sentiments regarding overall demand growth [3][4]. Original Manufacturers - Domestic analog manufacturers report a 20% decline in consumer segment revenue for 2025 compared to 2024, while industrial segment revenue is expected to double, returning to levels seen in 2020-2022, with a projected 30% growth in 2026 [3][4]. - Overseas chip manufacturers anticipate stable revenue in 2025 compared to 2024, with new opportunities arising in the automotive sector [5]. Distributors - Chip distributors indicate an increase in customer volume and product lines in 2025, but face declining profit margins and extended payment terms, with overall risks increasing [7]. - A distributor focusing on trade reports a stable performance in 2025, with opportunities arising from the storage sector and a cautious outlook for 2026 due to high risks associated with new products [8][15]. Trade - Chip traders report a 50% increase in business in 2025 compared to 2024, driven by demand for ADI and storage products, with a positive outlook for 2026 [18]. - Another trader notes that demand for storage products has improved significantly since March 2025, with expectations of a favorable market in 2026 due to AI server demand and rising raw material costs [19]. Foreign Trade - Foreign trade companies indicate improved performance in 2025, primarily due to business from the Anshi brand, with strong demand from Europe and the US [21][22]. Solution Providers - Chip solution providers report growth in 2025, particularly in the second half of the year, but express concerns about market competition and uncertainty in product development cycles [24][25]. Major Companies Dynamics - TSMC reported a revenue of NT$343.6 billion in November 2025, with a year-on-year increase of 24.5%, and revised its revenue growth forecast for 2025 to mid-thirty percent [28]. - SMIC achieved a revenue of $2.382 billion in Q3 2025, with a year-on-year growth of 17.4%, and plans to raise prices for certain processes by 10% [29]. - Hua Hong Semiconductor reported a revenue of $6.352 billion in Q3 2025, with a utilization rate exceeding 100% for seven consecutive quarters [30]. - Longsys Technology achieved a revenue of NT$100.6 billion in Q3 2025, marking a historical high and a year-on-year increase of 14.8% [31]. - Foxconn reported a 22.07% year-on-year revenue growth in Q4 2025, driven by strong performance in AI-related infrastructure [32]. - Winbond's revenue reached NT$107.93 billion in the first 11 months of 2025, a year-on-year increase of 24.98%, attributed to strong demand in automotive and communication components [34].

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！ | 优势物料，特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 年份 | 数量 | | NEXPERIA | BUK9K17-60EX | 22+ | 100-200k | | NEXPERIA | 74AHC1G32GV-Q100 | 22+ | 100K | | NEXPERIA | BUK765R0-100E | 21+ | 120K | | NEXPERIA | BZT52H-C6V8 | 18+, 22+ | 240K | | NEXPERIA | BUK9226-75A | 21+ | 30K | | SKHYNIX/海力 | H9HCNNNCPUMLHR-NME | 24+ | 100000 | | 士 | | | | | SAMSUNG/三 | K4UBE3D4AM-SGCL | 24+ | 100000 | | 星 | ...

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。 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 前几天看到闲鱼有卖 RTX5090 显卡裸板，价格竟然只有 30 元。于是我赶紧下单买了回来。 整个板子只有 GPU 和 DDR 颗粒被搬走了。其他的 DC-DC 芯片、电容、电感都在。 虽然没有 GPU 了，但是直观看焊盘，也能看出来 RTX5090 芯片有多大。 被搬走的 GPU 和 DDR 颗粒之间是密密麻麻的走线。 820uF2.5V 的输出电容。 270Uf16V 的固态输入电容。 连接器特写。 GPU 旁边有一颗 MXIC 的 Flash 。 板子上最核心的供电控制器是 MPS 的 MP29816-A ，几乎所有的 50X0 显卡都用的是这颗 DC-DC 。 两边全是整齐排布的 MOS 队伍。布局也很直观，从外往内依次是输入电容， MOS ，电感， ...

Core Viewpoint - The article discusses the anticipated memory chip supply shortage and its impact on the electronics industry, highlighting Samsung's position and outlook in the face of rising production costs and potential price adjustments for consumers [3][4]. Group 1: Memory Chip Supply and Pricing - Samsung Electronics predicts that the shortage of memory chips will drive up prices across the electronics industry, affecting even its consumer products [3]. - The global marketing president of Samsung, Wonjin Lee, stated that semiconductor supply issues will impact everyone, and while the company hopes to avoid passing costs onto consumers, price adjustments may become necessary [3]. - Counterpoint Research forecasts a 50% increase in memory component prices until the second quarter of this year [4]. Group 2: Market Dynamics and Competitor Positioning - The demand for high-bandwidth memory driven by the AI data center construction boom has led to unprecedented demand, pushing Samsung and SK Hynix stock prices to new highs [4]. - Competitors reliant on external memory supply are at a disadvantage compared to Samsung, which has a more favorable position due to its production capabilities [4]. - Companies like Dell and Xiaomi have warned of potential price increases, while Lenovo began stockpiling memory chips last year [4]. Group 3: Future Outlook - Samsung's outlook for 2026 is optimistic, with expectations that consumer upgrades in the mobile sector will be driven by new AI technologies [4].

Core Viewpoint - Guangdong-based Yuexin Semiconductor has made significant strides in the 12-inch wafer manufacturing sector, marking a breakthrough for the region's integrated circuit industry and aiming for a leading position in China's semiconductor landscape through its upcoming IPO and strategic investments [5][7][10]. Group 1: Company Overview - Yuexin Semiconductor was established in December 2017 with a registered capital of 2.365 billion yuan, becoming the first 12-inch wafer manufacturer in Guangdong to enter mass production [7]. - The company focuses on analog chip manufacturing and plans to achieve a production capacity of 120,000 wafers per month, contributing to the national integrated circuit strategy [7][10]. - As of the reporting period, the company has shipped over 1.1 million wafers, indicating a positive growth trend [8]. Group 2: Financial Performance - Over three and a half years, Yuexin Semiconductor generated over 5.3 billion yuan in revenue but incurred a net loss exceeding 6.5 billion yuan [12]. - Revenue figures for 2022, 2023, 2024, and the first half of 2025 were 1.545 billion yuan, 1.044 billion yuan, 1.681 billion yuan, and 1.053 billion yuan, respectively, with net losses of 1.043 billion yuan, 1.917 billion yuan, 2.327 billion yuan, and 1.266 billion yuan [12][15]. - The company has a negative retained earnings balance of 8.936 billion yuan and anticipates achieving profitability by 2029 [15]. Group 3: Production Capacity and Technology - Yuexin Semiconductor operates two 12-inch wafer fabs, with a current capacity of 52,000 wafers per month and plans to expand to 120,000 wafers per month with the completion of the third fab [24][25]. - The company has achieved mass production across various process nodes, including 180nm to 55nm, and plans to develop technologies for 40nm, 28nm, and 22nm nodes [29][32]. - The production process includes multiple steps such as wafer cleaning, oxidation, lithography, etching, and chemical mechanical polishing [22]. Group 4: Market Position and Client Base - Yuexin Semiconductor's revenue primarily comes from the consumer electronics sector, which accounted for 95.19% of its revenue in the first half of 2025 [34]. - The company has developed over 100 clients, including major domestic and international chip design firms, with a high client concentration where the top five clients contributed 67.82% of total revenue in the first half of 2025 [40][42]. - The company is recognized as a leading foundry for capacitive fingerprint recognition chips and has established partnerships with top-tier clients in various segments [39]. Group 5: Future Outlook and Strategic Initiatives - The company aims to transition from pure analog foundry services to a composite technology platform, enhancing its capabilities in high-end analog, mixed-signal, and silicon photonics chips [51]. - Yuexin Semiconductor plans to leverage government support for the semiconductor industry in Guangdong to expand its production and R&D capabilities, focusing on AI applications and advanced manufacturing processes [52]. - The company is strategically positioned to enhance its competitive edge by optimizing production capacity and diversifying its technology platforms [51].

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]