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 | 200PCS | | ADI | AD8512ARMZ | 1200PCS | | DEGSON/高松 | 2EDGRM-5.08-03P-14-100Z(H) | 800PCS | 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | ADI | ADM2483BRWZ | 2K | 22+ | | ADI | ADRF5545ABCPZN-R7 | 30K | 22+ | | TI | TMS320F28027PTT | 7499pcs | 23+ | | WINBOND | W83627DHG | 876pcs | 21+ | | 润石 | RS2299XTQC16 | ...

去年笔者曾在《这些芯片，被卖爆了》一文中详写了2024年上半年登上芯片热搜榜单的20款型号，如今随着 2025 年新榜单已出，哪些芯片突围上榜？ 01 芯片市场从不缺热搜，但2025年H1的榜单值得深究。 上半年，芯片热搜TOP20 从榜单来看，2025年上半年热搜TOP20的芯片中，MCU、电源IC占比超五成。 排名前三的电源管理芯片TL431、信号处理芯片LM358和电源管理芯片UC3842均属于通用性强、技术成熟的"经典料"。这类芯片的功能定义、引脚封 装、性能参数已形成行业默认标准。 TL431在电源管理中作为精密电压基准，用于线性稳压、开关稳压（如UC3842架构）、电池管理；这款芯片的优势为：高精度、稳定、便宜。 | 排名 | 2025年上半年经典型号 | 2024年上半年该 型号排名 | 品牌 | 分类 | 分类(大类) | 2024年上半年经典型号 | | --- | --- | --- | --- | --- | --- | --- | | 1 | TL431 | 3 | TI、NXP、微芯、安森美、UTC等 | 参考电压/电压基准 | 电源管理类 | UC3842 | | 2 | ГМ35 ...

Market Capitalization Changes - The market capitalization of major global technology and internet companies has shown varied changes as of July 9, 2025, with notable increases in companies like Tesla, which rose by 1.32% to reach $959.2 billion, and Alibaba, which increased by 1.62% to $257.6 billion [3][4][5]. - Companies such as Netflix and Shopify experienced declines, with Netflix decreasing by 1.11% to $548.8 billion and Shopify dropping by 3.58% to $619.1 billion [3][4]. Notable Performers - AMD saw a significant increase of 2.24%, bringing its market cap to $223.4 billion, while Intel had a remarkable rise of 7.23%, reaching $102.8 billion [5][6]. - Other companies with positive performance include Adobe, which increased by 1.41% to $162.1 billion, and ASML, which rose by 1.15% to $312.2 billion [3][4]. Decliners - Companies like Robinhood and Sea Limited faced declines, with Robinhood decreasing by 2.34% to $824 million and Sea Limited dropping by 1.32% to $894 million [6][7]. - FICO experienced a significant drop of 8.91%, bringing its market cap down to $455 million [7]. Overall Trends - The overall trend indicates a mixed performance across the technology sector, with some companies gaining market value while others are experiencing losses [3][4][5][6].

Company Performance - Analog Devices (ADI) stock increased by 1.38% to $245.15, outperforming the S&P 500's 0.07% loss [1] - The stock has risen by 6.22% over the past month, exceeding the Computer and Technology sector's gain of 5.58% and the S&P 500's gain of 3.94% [1] Earnings Forecast - The upcoming earnings report is expected to show an EPS of $1.92, reflecting a 21.52% increase from the same quarter last year [2] - Revenue is forecasted to be $2.76 billion, indicating a 19.18% growth compared to the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $7.39 per share and revenue at $10.6 billion, representing increases of 15.83% and 12.49% respectively from the previous year [3] - Recent analyst estimate adjustments suggest optimism regarding the company's business and profitability [3] Valuation Metrics - Analog Devices has a Forward P/E ratio of 32.73, which is lower than the industry average of 39.86 [6] - The company has a PEG ratio of 2.23, closely aligned with the industry average PEG ratio of 2.24 [7] Industry Context - The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector and currently holds a Zacks Industry Rank of 181, placing it in the bottom 27% of over 250 industries [8] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

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 | | --- | --- | --- | | TI | INA139NA/3K | 50K | | ON | NCP1096PAG | 9K | | IR | IRF7319TRPBF | 40K | | INF | DPS368XTSA1 | 20K | | Skyworks | CLA4603-085LF | 8000 | | QORVO | TQL9092 | 10000 | | Quectel/移远 | EG915UEUAC-N05-SNNSA | 2K | 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | TI | UCC28083DR | 15K | 21+ | | ADI | MAX96701AGTG/V+T | 20K | 2年内 | | AVA ...

Company Performance - Analog Devices (ADI) stock closed at $245.15, reflecting a +1.87% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.48% [1] - The stock has increased by 10.17% over the past month, surpassing the Computer and Technology sector's gain of 7.61% and the S&P 500's gain of 5.13% [1] Earnings Projections - The upcoming earnings release for Analog Devices is projected to show earnings per share (EPS) of $1.92, indicating a 21.52% increase from the same quarter last year [2] - The Zacks Consensus Estimate for revenue is $2.76 billion, which represents a 19.18% increase from the year-ago period [2] Full Year Estimates - For the full year, analysts expect earnings of $7.39 per share and revenue of $10.6 billion, marking increases of +15.83% and +12.49%, respectively, from the previous year [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts for Analog Devices are important as they reflect near-term business trends, with positive revisions indicating optimism about the business outlook [4] Zacks Rank and Stock Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Analog Devices at 3 (Hold), with a 0.26% increase in the consensus EPS estimate over the last 30 days [6] Valuation Metrics - Analog Devices is trading with a Forward P/E ratio of 32.57, which is a discount compared to its industry's Forward P/E of 39.67 [7] - The PEG ratio for ADI is currently 2.22, slightly below the industry average PEG ratio of 2.24 [7] Industry Context - The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector and currently holds a Zacks Industry Rank of 176, placing it in the bottom 29% of over 250 industries [8]

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 。 累计服务1.92万用户 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 来我们【工厂呆料】小程序看看 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | TI | INA139NA/3K | 12K | | ST | STM32H750VBT6 | 10K | | ON | NCP1096PAG | 9K | | IR | IRF7319TRPBF | 4K | | INF | DPS368XTSA1 | 20K | | TOSHIBA | SSM3K59CTB,L3F | 800个 | 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | ADI | MAX96701AGTG/V+T | 20K | 两年内 | | ESPRESSIF/乐 | ESP828 ...

After reaching an important support level, Analog Devices, Inc. (ADI) could be a good stock pick from a technical perspective. ADI recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.There's a reason traders love a golden cross -- it's a technical chart pattern that can indicate a bullish breakout is on the horizon. This kind of crossover is formed when a stock's short-term moving average breaks above a longer-term movi ...

1958年，美国德州仪器（TI）的工程师杰克・基尔比成功发明世界上第一块集成电路，这一伟大创举为 TI日后成为模拟芯片行业巨头奠定了坚实基础。2011年，TI更是斥资65亿美元并购国家半导体，此次收 购不仅吸纳了5000名员工，还收获了"一个极好的开发团队"。同年，TI在模拟市场的份额便超越排名第 二的意法半导体（ST），占据全球模拟市场份额的15.4％。 在此时代背景下，近年来国产模拟芯片迎来了快速发展，逐渐在市场上崭露头角。 与数字电路相比，模拟电路设计对工程师的经验要求极高，工程师需要深入熟悉大部分元器件的电特性 和物理特性。顶尖的模拟设计工程师往往在模拟领域拥有20到30年的丰富经验，这使得模拟芯片行业形 成了极高的人才和技术壁垒。 随着中国经济转型的核心驱动力从 "人口红利"向"工程师红利"转变，中国制造业也由此从传统的"制 造"模式迈向创新"创造"阶段。而模拟芯片行业，正是最能体现"工程师红利"的领域之一。 01什么是模拟芯片？ 集成电路主要可分为数字 IC 和模拟 IC 两大类。模拟集成电路是由电阻、电容、晶体管等元器件组成， 专门用于处理以连续函数形式呈现的模拟信号。在现实世界中，声音、光线、 ...

ab Global Research owered by UBS Evidence Lab YES P 23 June 2025 Semiconductors UBS Evidence Lab inside: Semis Distributor Tracker - more positive indicators UBS Enhanced Semis Distributor Tracker #9 Data from the ninth edition of our UBS Enhanced Semis Distributor Tracker (> Access dataset) provides further evidence of reassuring pricing trends and that inventory in the channel continues to head towards healthier levels. Pricing was flat to up LSD% across all subcategories, likely due to mix and the pocket ...