算笔账 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2.1万用户 ，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 | 数量 | 年份 | | --- | --- | --- | --- | | 三星 | K4UBE3D4ABMGCL | 5000 | 对上待确 | | | | | 认 | | 罗姆 | RB168VYM-40FHTR | 500000 | 22+ | | ALTERA/阿尔特 | 10AX027E3F27E2SG | 3000 | 19+ | | 拉 | | | | | TI | THS7850GMK | 11000 | 19+ | | ALTERA/阿尔特 | 10AX048H4F34I3SG | 300 | 20+ | | 拉 | | | | | HYNIX | DDR4,H5ANBG6NAMR-XNCR | 39991 | 22+ | | 瑞萨 | R7FA2L1AB3CFM #AA0 | 48K | 21\22 | | 瑞萨 | R7FA2L1AB3CFP #AA0 | 33K | 21\2 ...

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 a company called "Chip Superman," which has successfully served 21,000 users and offers rapid transaction completion for inventory clearance [2][8] Inventory Management - The company faces significant costs, with a monthly storage and capital cost of at least 5,000, leading to a potential loss of 30,000 if materials remain unsold for six months [1] - There is a call for assistance in promoting unsold materials, indicating a need for better marketing strategies [1] Sales and Promotions - "Chip Superman" is actively discounting inventory to facilitate sales, claiming transactions can be completed in as little as half a day [2][8] - The company boasts a substantial inventory, with over 50 million chips across 1,000+ models and a total inventory value exceeding 100 million [8] Product Listings - A detailed list of available materials is provided, showcasing various brands and models, including significant quantities of TI and STM products, indicating a diverse inventory [5][6][8] Purchase Requests - The article includes a section for requested materials, highlighting specific needs from brands like QORVO and VISHAY, which reflects ongoing demand in the market [7]

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2.1万用户 ，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 ST STM32G071GBU6 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独立实验室，每颗物料均 安排QC质检 。 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | 赛灵思 | XC7Z020-2CLG484I | 1000 | 22+23+ | | BELLING BLG75T65FDL-F | | 50000 | 24+ | | 海力士 | H9TQ64A8GTCCUR-KUM | 5000 | 24+ | | 瑞萨 | RBN75H125S1FP4-A0 | 20000 | 23+ | | Microchip | PM430 ...

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 艾睿电子 （Arrow Electr onics， 简称"艾睿"） 于 当地时间9月16日宣布，公司总裁兼首席执行官 Sean Kerins 正式卸任，由董事会成员 William "Bill" Austen 临时接任 CEO 一职。 此次人事变动具体发生了什么，卸任以及临时接任的CEO是什么背景？艾睿今年以来的财务表现 又如何？ 01 上任三年 艾睿CEO卸任 艾睿 于 当地时间9月16日宣布，公司董事会成员 William "Bill" Austen被任命为临时总裁兼首 席执行官，即日起生效。 William Austen 将接替 Sean Kerins，后者已于9月16日卸任公司董事、总裁兼首席执行官职 务。 如今， Sean Kerins 在发给全球员工的内部邮件中写道："在 Arrow Electronics 度过近18个精 彩的年头后，我决定卸任。能够领导这家伟大的公司，是我职业生涯中最荣耀的经历。"他特别感 谢了 Arrow 的员工、客户 ...

Group 1 - The core viewpoint of the article is that 商络电子 is acquiring a controlling stake in 立功科技 to enhance its market position and expand its business operations in the semiconductor distribution sector [7][24]. - 商络电子 announced on September 15 that its subsidiary, 畅赢控股, plans to acquire 88.79% of 立功科技 for a total transaction price of 709 million RMB, with an adjustment cap of 133 million RMB [3][10]. - The acquisition is currently in the information disclosure phase and requires approval from the shareholders' meeting and regulatory bodies before completion [14]. Group 2 - 立功科技, established in 1999, provides chip solutions for industrial and automotive electronics, with a revenue of 1.887 billion RMB in 2019, where 83.25% came from IC value-added distribution [19][20]. - 商络电子 is a leading electronic component distributor in China, with a diverse product range and a significant customer base, having transitioned from passive to active component distribution [21][22]. - The acquisition aims to complement the authorized agency lines of both companies, enhance product offerings, and improve market competitiveness and profitability [24][25]. Group 3 - The merger will consolidate customer resources, increasing the attractiveness to original manufacturers and reducing operational risks [25]. - The integration of supply chain management and operational synergies is expected to lower costs and improve efficiency [26].

Core Viewpoint - The article discusses the challenges and opportunities in the chip inventory market, highlighting the need for effective promotion and sales strategies for surplus materials while also showcasing the capabilities of a specific company in managing and selling chip inventory. Group 1: Inventory Management - A significant amount of obsolete materials, totaling 100,000 units, is currently held in inventory, incurring monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 after six months [1] - The company "Chip Superhero" has a smart warehouse base of 1,600 square meters, with over 1,000 stock models and a total inventory of 50 million chips valued at over 100 million [8] Group 2: Sales and Services - "Chip Superhero" has served a cumulative total of 21,000 users, offering discounts to clear inventory and promising transaction completion in as little as half a day [2][8] - The company provides a platform for users to find and sell hard-to-sell materials, emphasizing flexibility in pricing and sales strategies [2][8] Group 3: Product Offerings - The article lists various surplus materials available for sale, including specific brands and models, with quantities ranging from 1 to 30,000 units [5][6] - Additionally, there is a request for specific components, indicating ongoing demand in the market for certain chip models [7]

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 21,000 users and offers rapid transaction completion for inventory clearance [2][8] Inventory Management - A significant amount of obsolete materials is held in inventory, leading to monthly costs of at least 5,000, resulting in a potential loss of 30,000 over six months if not sold [1] - The article emphasizes the need for effective promotion strategies for unsold materials to mitigate losses [1] Sales and Offers - "Chip Superman" is actively selling various semiconductor components at discounted prices, with a detailed list of available items including brands like ADI, TI, and Microchip, along with their quantities and production years [5][6] - The total inventory includes over 50 million chips across 1,000+ models, valued at over 100 million, stored in a 1,600 square meter smart warehouse [8] Purchase Requests - The article also includes a section for purchasing specific semiconductor components, indicating demand for certain models from brands like Skyworks and pSemi [7] Additional Information - The service claims to complete transactions in as little as half a day, addressing the urgency of clearing inventory [2][8] - The company has established a quality control process for each component, ensuring reliability for its users [8]

Core Viewpoint - Micron Technology is set to increase prices of its storage products, including DDR4, DDR5, LPDDR4, and LPDDR5, by 20%-30% due to supply shortages and market conditions [2][3][17]. Price Increase Announcement - On September 12, it was reported that Micron would raise prices for its storage products by 20%-30% [2]. - Following SanDisk's announcement of a 10% price increase, Micron notified its channels that all DDR4, DDR5, LPDDR4, and LPDDR5 products would stop quoting prices, with all agreements canceled for a week [3][5]. - The price increase is not limited to consumer and industrial storage products; automotive electronics are expected to see a 70% increase [4]. Market Reactions - After the price increase announcement, distributors began to halt quotations, leading to price hikes and a cautious trading environment [9][10]. - Some distributors reported that the price of 16GB industrial-grade DDR4 has risen approximately 30% from around $21 to over $27, while 8GB prices remain stable at around $7 for commercial-grade and $9 for industrial-grade [11]. Historical Context - The price of DDR4 has seen significant fluctuations, with increases of 150%-400% following Micron's previous production halt announcement in June [13]. - Prices for 8GB DDR4 rose from $1.15-$1.25 in late 2022 to over $8 after the production halt announcement [14]. Possible Reasons for Price Increase - The price hike is attributed to supply-demand imbalances, as Micron has shifted production capacity towards higher-margin products, leading to shortages in traditional DRAM [17]. - There are speculations that the price increase may align with Micron's upcoming financial report, which is expected to exceed market expectations due to increased sales and prices of DRAM and NAND products [19][20]. Market Outlook - The market is currently in a state of observation, with questions about whether the price increases are genuine or a strategic move by major storage manufacturers [21].

Core Viewpoint - Yangjie Electronics announced the acquisition of 100% equity of Better Electronics for a total price of 2.218 billion yuan, which will enhance its market position and product offerings in the semiconductor industry [6][10]. Group 1: Company Overview - Yangjie Electronics, established in 2000, is a vertically integrated manufacturer in the semiconductor discrete device sector, with a registered capital of 543 million yuan [9]. - The company’s product line includes discrete device chips, MOSFETs, IGBTs, power modules, SiC, rectifiers, and protection devices, serving various sectors such as automotive electronics, AI, clean energy, 5G communications, and consumer electronics [9]. - Better Electronics, founded in 2003, specializes in the R&D, production, and sales of power electronic protection components, with a registered capital of 102 million yuan [10]. Group 2: Financial Data - As of September 11, Yangjie Electronics had a total market capitalization of 35.5 billion yuan [10]. - Better Electronics reported total assets of approximately 1.007 billion yuan and net assets of about 538 million yuan for 2024, with an operating income of around 837 million yuan [13]. - The acquisition price of 2.218 billion yuan represents a significant premium over Better Electronics' net asset value, with an appraisal increase of 270.46% compared to the book value of 599 million yuan [15]. Group 3: Strategic Implications - The acquisition is expected to create synergies between Yangjie Electronics and Better Electronics, allowing for shared resources in R&D, management, and market access, which could lead to improved revenue and profitability for Yangjie Electronics [20]. - Better Electronics has established a strong market presence with over 200 product series and 9,000 specifications, catering to various application scenarios, which will complement Yangjie Electronics' existing product offerings [10][11].

Core Viewpoint - The article discusses a significant find of a nearly new Ninebot electric scooter controller purchased for only 28 yuan, highlighting its impressive build quality and components [7][9][78]. Group 1: Product Overview - The controller model ZWK048020A was noted for its excellent condition and recent manufacturing date of November 2024, suggesting minimal usage [9]. - The controller features a power control architecture with a metal base and a separate control board, which enhances thermal management and reduces manufacturing complexity [78]. Group 2: Component Analysis - The power board contains 12 MOSFETs from Silan Micro, specifically the SVG105R4NS, rated at 100V and 120A, with a low on-resistance of 5 milliohms [32]. - The control board utilizes an AT32F415CCT7 microcontroller from Aotule, and includes two TLV9084 chips from Texas Instruments for current sampling [62][64]. - The controller employs a CAN bus system, which limits its usability across different vehicles, contributing to its low resale value [66]. Group 3: Design Features - The controller's design includes robust protection for signal ports and a heavy metal casing, weighing approximately 1 pound, which is likely made of cast iron [72][78]. - The separation of the power and control boards allows for better heat dissipation and higher current handling, while also simplifying the design and reducing costs [78].