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 | HDC2021DEBR | 30K | | ADI | LTC6957IDD-1#PBF | 150个 | | ADI | AD9517-0ABCPZ | 300个 | | FUJITSU富士通 | MB85RC64TAPN-G-AMEWE1 | 30K | | TI | LM73100RPWR | 30K | | TI | OPA991IDBVR 21K | 21K | | ST | STM32G431CBT6 | 24K | 优势物料，特价出售 推荐阅读： 点击查看往期内容 ↓ ↓ ↓ 你 "在看" 我吗？ ▶ TOP4 芯片分销商，又变了 ▶ 暂停接单、原产地判定...芯片人快被逼疯了！ ▶ 4天狂卖350万台，Switch 2用了哪些芯片？ ▶ 日本芯片分销商，也开始 ...

Key Takeaways Navitas stock surges 370% in 3 months, driven by GaN design wins in EVs, AI data centers, and renewables. ON gains SiC traction in EVs and AI but faces short-term EPS declines due to fab closures and restructuring. NVTS eyes EBITDA breakeven by 2026 amid revenue growth and margin gains, while ON trades at lower valuation.So far in 2025, both Navitas Semiconductor (NVTS) and ON Semiconductor (ON) have issued compelling updates in the energy-efficient power solutions space. Navitas has seen it ...

新华社北京7月18日电 专访：供应链韧性的核心是合作 期待进一步融入中国创新生态——访美国安 森美公司全球高级副总裁马库斯·克奈费尔 新华社记者曹筱凡 "我们此次来华，不只是为了观展，而且还为了发声、倾听与合作。中国不仅是全球制造中心，更 是创新策源地。我们希望通过参与链博会进一步融入中国的创新生态，共同推动智能出行和绿色能源的 发展。"美国半导体制造商安森美公司全球高级副总裁马库斯·克奈费尔17日在北京接受新华社记者专访 时表示。 在全球芯片产供链遭受多重冲击与考验之际，中美两国产业合作备受瞩目。克奈费尔对记者说，来 北京参加第三届中国国际供应链促进博览会，充分体现了安森美对中国市场的高度重视与长期承诺。 安森美前身为摩托罗拉半导体部门，现主营业务为智能电源和感知技术，两大品类市场份额均居全 球前三，其碳化硅产品解决方案广泛应用于新能源汽车、新能源发电与储能系统等。作为第一批进驻中 国的跨国半导体公司之一，该公司于1995年在乐山建厂，如今在中国已有三家工厂，拥有4000余名员 工，是蔚来汽车、极氪和理想汽车等中国整车企业的供应商。 克奈费尔表示，供应链韧性的核心是合作，参与各方需要以开放心态维护贸易稳定与 ...

Group 1 - onsemi plans to announce its financial results for Q2 2025 on August 4, 2025, before market opens [1] - A conference call will be held at 9 a.m. ET on the same day to discuss the financial results [1] - onsemi focuses on automotive and industrial markets, driving innovations in vehicle electrification, sustainable energy, industrial automation, and 5G [1] Group 2 - onsemi is included in the Nasdaq-100 Index and S&P 500 Index, indicating its significant market presence [1] - The company offers a differentiated product portfolio that addresses complex global challenges [1] - A live webcast of the conference call will be available on the company's website, with a re-broadcast accessible for 30 days [3]

Group 1 - The company "Chip Superman" has a 1,600 square meter smart warehouse for chips, with over 1,000 stock models and around 100 brands, totaling 50 million chips in stock valued at over 100 million [1] - The company operates an independent laboratory in Shenzhen, ensuring quality control (QC) for each material [1] - The company has served a total of 19,800 users and can complete transactions in as fast as half a day [4] Group 2 - The company is currently seeking to purchase specific chip models, including 300,000 units of LTST-C193KFKT-5A and 5,000 units of STM32H743VIT6 [2] - The company is offering discounted sales on various advantageous materials, including 30,000 units of ADRF5545ABCPZN-R7 and 153,000 units of LM66100DCKR [3] Group 3 - The company provides a platform for users to find unsold inventory and better pricing options through its "Factory Surplus" mini-program [5] - Users can also access the company's services via a web portal [6]

Group 1 - The company "Chip Superman" has a 1,600 square meter intelligent warehouse for chips, with over 1,000 stock models and around 100 brands, totaling 50 million chips in stock valued at over 100 million [1] - The company operates an independent laboratory in Shenzhen, ensuring quality control (QC) for each material [1] - The company has served a total of 19,800 users and can complete transactions in as fast as half a day [4] Group 2 - The company is currently seeking to purchase specific chip models, including 300,000 units of LTST-C193KFKT-5A and 5,000 units of STM32H743VIT6 [2] - The company is offering discounted sales on advantageous materials, including 2,000 units of ADM2483BRWZ and 30,000 units of ADRF5545ABCPZN-R7, with various years of production [3] Group 3 - The company promotes its "Factory Surplus" mini-program for users who are unable to find or sell chips at better prices [5] - The company also provides a web version for users to access its services [6]

Investment Rating - The report maintains a "Buy" rating for Analog Devices (ADI), Allegro MicroSystems (ALGM), Microchip Technology (MCHP), and Texas Instruments (TXN), while Onsemi (ON) is rated as "Neutral" [10][11]. Core Insights - The semiconductor industry is experiencing strong near-term demand, but there are signs of demand pull-ins due to tariff-related concerns, which is a key investor worry [2][3]. - Distributor inventory levels have normalized, particularly for Microchip Technology, which has seen a significant reduction in inventory [4][8]. - Pricing across the sector remains generally stable, with ON experiencing notable pricing pressure as it attempts to defend market share [2][4]. Semiconductor Purchaser Survey - The quarterly B2B survey indicates a net increase in demand of +75%, with expectations for future demand remaining strong at +73% [15][17]. - Nearly half of the respondents are exploring alternative supply sources outside the US or China, which is seen as a positive for European analog suppliers [3][18]. - The percentage of respondents indicating their analog semiconductor inventory is above target has significantly decreased, suggesting a healthier demand environment [3][15]. Inventory Financial Reporting Deep Dive - The report highlights that Analog Devices and Microchip Technology have lean inventory levels, positioning them well for an upcycle, while ON continues to face headwinds with high inventory levels [7][8]. - MCHP has successfully executed a turnaround plan, reducing inventory and production significantly [8][10]. - The overall inventory days for major companies like ADI, MCHP, and TXN are being closely monitored, with MCHP showing the largest decline in inventory [4][15]. Pricing Trends - Pricing for true analog semiconductors has remained flat, while power analog pricing has slightly declined, particularly for ON [4][10]. - The report notes that 68% of respondents have reported price increases, with expectations for further increases strengthening to 62% [17][18]. Market Outlook - The semiconductor market is expected to see a recovery, with TXN maintaining elevated inventory levels in anticipation of a sharp upcycle [8][10]. - The report suggests that the channel will likely begin rebuilding inventory, flipping the delta between sell-in and sell-through [8][10]. - Overall, the demand picture is improving, with significant increases in net demand expectations across various sectors, particularly in data centers [32][46].

Group 1 - The core focus of the article is the analysis of the top 20 most searched chips in the first half of 2025, highlighting the dominance of MCU and power ICs, which account for over 50% of the list [2][4] - The top three chips are TL431, GM358, and UC3842, which are recognized for their strong versatility and mature technology, establishing industry standards [7][8] - The article notes that 10 out of the 20 chips on the list have previously appeared in past rankings, indicating their stable performance and strong market validation [4][5] Group 2 - New entrants to the list include four MCU chips, showcasing the ongoing innovation and competition in the MCU segment [5][12] - The article emphasizes the strong market presence of international leaders in the MCU sector, particularly TI's C2000 series, which has maintained a dominant position in real-time control applications [14][18] - Domestic manufacturers are increasingly emerging in the MCU market, with products that directly compete with established models, indicating a shift in market dynamics [19][20] Group 3 - The power management chip market is characterized by a competitive landscape dominated by international giants like TI and ADI, which hold over 80% of the global market share [16] - The article highlights the price competition in the analog chip market, where domestic manufacturers are offering similar products at significantly lower prices, thus challenging established brands [17][20] - The demand for power semiconductor chips is expected to rise, particularly in the context of increasing penetration of electric vehicles and the expansion of charging infrastructure [20]

Core Insights - ON Semiconductor is currently in the 17th phase of its 18-phase Adhishthana Cycle, indicating a potential lack of a major high in the near future [1] - The monthly chart shows ON in Phase 7, with a significant decline pausing just above the Nirvana level, suggesting a key support zone [10] Weekly Chart Analysis - The Guna Triads in phases 14, 15, and 16 are critical for determining the potential for achieving Nirvana, but ON shows no clear signs of a bullish move [4][5] - The absence of a bullish structure indicates that Phase 18, starting August 25, 2025, is unlikely to deliver a euphoric top [5] Monthly Chart Analysis - ON is in Phase 7, marked by a decline characterized by three strong red bars followed by sideways movement and additional red bars [8][9] - The decline halted at $31.04, just above the Nirvana level of $27.23, indicating a gravitational support level during downturns [9] Conclusion and Recommendations - The weekly chart suggests ON is unlikely to reach a new major high, while the monthly chart indicates a more optimistic outlook due to the stock's alignment with key support levels [10] - Existing investors can hold, as the long-term structure remains intact, while new entrants may consider waiting until the completion of Phase 18 to avoid stagnation [11]

Core Viewpoint - The automotive imaging market is projected to grow from $5.9 billion in 2024 to $8.9 billion by 2030, driven by an increase in camera quantity and system complexity, with a compound annual growth rate (CAGR) of 6.6% [1] Market Size and Growth - The automotive imaging market is expected to reach $5.9 billion in 2024 and grow to $8.9 billion by 2030, with a CAGR of 6.6% [1] - By 2030, the shipment volume is anticipated to increase to 400 million units, primarily driven by surround view, satellite ADAS, and in-cabin applications [1] Key Market Segments - The most valuable segment remains the front ADAS cameras, but side and satellite cameras are growing faster due to the shift towards centralized computing [1] - The Driver Monitoring System (DMS) is the fastest-growing segment in in-cabin applications, driven by EU regulations, while the Occupant Monitoring System (OMS) is gaining traction due to emerging safety use cases [1] Competitive Landscape - Omnivision and Onsemi continue to dominate the automotive CIS market, with Omnivision excelling in cost-sensitive surround and ADAS camera applications [4] - Sony is expanding its market share, particularly in high-resolution camera segments [4] - Valeo leads the smart and viewing camera market, followed by Bosch, ZF, and Magna [5] Supply Chain Dynamics - China is building a fully integrated supply chain from sensors to modules, supporting OEMs like BYD [5] - After the chip crisis, OEMs and tier-one suppliers are adopting multi-sourcing for CIS to enhance supply chain resilience [5] Technology Trends - The trend is shifting towards higher resolution and reliability in automotive image sensors, with ADAS moving towards 8-megapixel resolution [7] - The market is transitioning to centralized fusion architectures, with companies like Sony integrating serializers directly into image sensors [7] Camera Architecture - The trend of distributed camera architecture is reshaping the ADAS market, moving away from single front cameras to multiple side, rear, and panoramic cameras [10] - 360° surround cameras are major contributors to sales, especially with parking assistance and L2+ autonomous driving becoming standard [10]