算笔账 | 优势呆料，特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 年份 | 数量 | | TE | 1-316081-2 | 22+ | 18350 | | 力特 | TPSMB30CA | 22+ | 42372 | | 安世 | PTVS58VS1UTR，115 | 22+ | 96186 | | 安世 | 74HC4851D-Q100 | 22+ | 24638 | | 安森美 | BAT54SLT1G | 22+ | 68287 | | ST | L9963E-TR | 22+ | 230 | | ST | M95512-DRMN3TP/K | 22+ | 24724 | | ST | M95M02-DRCS6TP/K | 22+ | 2480 | | CJ | BCV47 | 22+ | 61733 | | ADI | ADRF5541BCPZN-R7 | 2023 | 487500 | | 英飞凌 | SAK-TC223L-16F133F AC | 22+ | 10000 | | TI | TLC6C5712QPWPRQ1 | 22+ | ...

An updated edition of the Aug. 19, 2025, article.Artificial Intelligence (AI) is reshaping industries by enabling machines to analyze vast datasets, identify patterns and make informed decisions. The rapid deployment of generative AI (Gen AI), agentic AI, and multi-modal learning supported by advanced hardware like GPUs and TPUs is fueling innovation across healthcare, finance, robotics, cybersecurity and e-commerce. AI now powers chatbots, diagnostics, fraud detection and autonomous systems, boosting agili ...

Key Takeaways U.S. markets extended gains in 2025, hitting new highs amid rate-cut hopes and AI-driven optimism. Five momentum picks for October, namely ADI, CCL, WDC, DOCU and WDAY with solid earnings outlooks.Each stock shows improving earnings estimates and growth potential across AI, travel and data center space.U.S. stock markets have continued their northward journey in 2025 following an impressive rally over the previous two years. In August, all three major stock indexes — the Dow, the S&P 500 and t ...

Summary of Semiconductor Industry Conference Call Industry Overview - The conference call focused on the North American semiconductor industry, particularly the upcoming SEMICON West event and August Semiconductor Industry Association (SIA) data [1][2][3]. Key Insights - **SEMICON West Expectations**: The event is not expected to be a significant catalyst for the semiconductor sector. It is primarily a technology showcase rather than a financial event, limiting discussions on customer equipment orders and 2026 expectations [2][3]. - **Memory Market Outlook**: - The company is bullish on memory wafer fabrication equipment (WFE) with a projected growth of 22% year-over-year into 2026. This is supported by strong memory pricing, which is anticipated to lead to increased capital expenditures in memory [2][14]. - DRAM and NAND markets are expected to see a reacceleration in capital expenditures in the second half of the year, with significant equipment shipments anticipated in 2026 [2][13]. SIA Data Highlights - **August Performance**: - SIA data showed semiconductor sales increased by 11.3% month-over-month, surpassing the estimate of 4.5% and the 10-year average of 7.9%. Year-over-year growth accelerated from 20.6% to 21.7% [8][10]. - Memory sales were particularly strong, with DRAM sales up 45.4% month-over-month, exceeding the estimate of 30.3% [16]. - NAND sales also performed well, increasing by 39.0% month-over-month, compared to an estimate of 36.1% [16]. Geographic Trends - **Sales by Region**: - Asia Pacific saw the highest growth at 53.5%, followed by The Americas at 15.7%, China at 15.1%, and Europe at 2.5%. Japan experienced a decline of 9.1% [8]. Pricing Dynamics - **Memory Pricing**: - DRAM prices per gigabit increased by 1.2% to $0.4610, reflecting a year-over-year increase of 14.4%. NAND prices per gigabit decreased by 5.3% to $0.0085, with a year-over-year decline of 22.9% [21][24]. Future Projections - **Forecast Adjustments**: - The forecast for 2025 revenue growth was raised from 17.7% to 22.2%, and the 2026 forecast was adjusted to 15.1% ($887 billion) from 10.6% ($821 billion), primarily due to memory pricing trends [14]. - A new cycle for memory is anticipated to begin in 2026, driven by current market dynamics [13][14]. Risks and Considerations - **Geopolitical Factors**: Recent policy disruptions, including anti-dumping investigations and new regulations affecting equipment suppliers, may pose risks to the semiconductor sector. However, the near-term outlook remains optimistic for memory companies and AI beneficiaries [18]. Conclusion - The semiconductor industry is experiencing robust growth, particularly in the memory segment, with positive trends expected to continue into 2026. However, external factors such as geopolitical tensions and market dynamics will need to be monitored closely.

来源：市场资讯 综上所述，亚德诺的股价变动不仅是市场因素的直接反映，还受到内部交易、行业趋势以及全球经济环 境等多方面的影响。投资者在做出决策时，应兼顾市场情绪与公司基本面的分析，以获取更全面的投资 视角。未来，随着外部环境的改善和公司策略的调整，亚德诺可能会迎来新的发展契机。希望投资者理 性应对市场波动，适时调整投资组合。 （来源：美股情报站） 2025年10月7日，亚德诺（ADI）的股价在市场上跌幅明显，收盘时下滑了3.61%。当天盘中最低价创下 了自2025年8月以来的新低，引发了市场的广泛关注。这一动向背后隐藏着多种影响因素，值得投资者 深入探究。 亚德诺公司作为一家扎根于高性能模拟技术领域的企业，其产品涵盖了广泛的解决方案，如数据转换 器、电源管理和射频（RF）IC等。这些技术在现代电子设备中扮演着不可或缺的角色。然而，面对全 球经济环境的不确定性和行业竞争的加剧，公司需要在创新和市场拓展方面保持敏锐，才能在长远发展 中保持竞争力。 首先值得注意的是，近期亚德诺公司的内部交易情况。10月6日，公司董事Frank Edward H.刚刚卖出了 1000股。这样的内部卖出行为通常被市场解读为对公司未来走 ...

Key Takeaways Global semiconductor sales surged 21.7% year over year in August, fueled by AI and memory demand.AEIS, ADI and RFIL show strong earnings growth and improving consensus estimates this year.Analysts expect continued double-digit chip market growth as AI investments accelerate through 2025.Semiconductor sales have been soaring at a rapid pace, powered by the continued optimism surrounding artificial intelligence (AI) and demand from other industries. In fact, semiconductor stocks have largely bee ...

过去，要为汽车新增一项功能，就需额外添加一个电子控制单元（ECU），如今这一时代已宣告结 束。当前的核心方向是减少 ECU 数量 —— 将功能专用型 ECU 整合到一台中央计算机中，这些功能 如今以软件形式虚拟存在于中央计算机内。少数几个区域控制器会从车辆周围多达 200 个传感器中 收集数据，并将这些数据传输至中央计算机，此举可减少多达 70% 的线缆使用量。 公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容来自allaboutcircuits 。 自 20 世纪 60 年代末软件首次用于汽车燃油喷射调节以来，将软件集成到汽车各个方面的进程从未 停歇。 从提升驾驶体验到增强周边行人和车辆的安全性，汽车制造商正与合作伙伴携手，打造可持续更新、 易于驾驶和维护、更安全且比以往更具驾驶乐趣的汽车。 实现高性价比 SDV 的关键在于网络、区域聚合和中央计算单元 —— 中央计算单元本质上是车载 "服 务器"，负责接收更新，并具备将每个更新路由到相应组件的智能。 不止于工程目标 这不仅仅是一个工程目标，消费者也在迫切需求这些功能。驾驶员对沉浸式车载体验的期待日益提 升，这就需要更多传感器、更高分辨率的显示 ...

Key Takeaways Analog Devices' Q3 gross margin was 69.2%, held back by growth in its lower-margin communication business.Industrial strength from AI chip test equipment and record aerospace & defense lifted ADI high-margin growth.ADI's automotive business hit record revenues, fueled by ADAS, auto connectivity, and power solutions.Analog Devices’ (ADI) third-quarter 2025 non-GAAP gross margin came in at 69.2%, expanding 150 basis points. Although the gross margin has been expanding, it didn’t meet the company ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.Considering buying NVDA stock? Here’s what analysts think: Read This Next: Photo via ShutterstockLoading...Loading... ...

Key Takeaways ADI's communications segment grew 40% year over year, contributing 13% of total revenues.Wireline and data center apps drove growth, with AI-fueled demand lifting revenues sharply.Wireless also posted double-digit gains, supported by ongoing 5G infrastructure investment.Analog Devices’ (ADI) communications segment provides high-performance solutions for broadband, wireless, and Internet infrastructures widely used in cellular base station equipment, satellite and terrestrial broadband systems, ...