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 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！ 优势呆料，特价出售 | 品牌 | 型号 | 年份 | 数量 | | --- | --- | --- | --- | | onsemi(安森美) | SMMBTA42LT1G | 25+ | 66000 | | onsemi(安森美) | MC33153DR2G | 25+ | 60000 | | NEXPERIA | NX7002AK | 2205 | 35490 | | NEXPERIA | PMV50EPEAR | 2234 | 30000 | | NEXPERIA | PMEG3015EJ | 25+ | 15000 | | NEXPERIA | PBSS4350X | 2133 | 4000 | | onsemi(安森美) | BZX84C2V4LT1G | 2415 | 3000 | | VISHAY(威世) | VEML6035 | 2520 | 1800 | | onsemi(安森美) | FQB5N90TM | ...

安森美半导体（ON Semiconductor）跌2.1%，微芯科技（Microchip Technology）跌4.8%，恩智浦半导 体（NXP Semiconductors）跌2.4%，亚德诺半导体（Analog Devices）跌3.6%。 来源：视频滚动新闻 ...

Industry Overview - The analog/mixed signal semiconductor market is expected to continue growing in 2025, following a strong performance in 2024, despite macroeconomic and geopolitical uncertainties, particularly regarding China [1] - The World Semiconductor Trade Statistics (WSTS) projects a 15.4% growth in semiconductors for this year, with a further 9.9% growth anticipated in 2026 [2] - The semiconductor market is cyclical, with companies often serving multiple markets to offset individual seasonality [6] Growth Drivers - Significant growth in the semiconductor market is driven by data center infrastructure and the emergence of AI edge applications, which contributed to an 18.9% growth in the first half of the year [3] - The industrial end-market is expected to see excellent growth prospects over the next 5-10 years due to the adoption of new technologies such as AI, smart cities, and IoT [4] - The automotive market is experiencing growth due to increasing electrification and the use of electronics in vehicles, although it faces some current sluggishness due to tariff-related uncertainties [9] Company Insights - **Analog Devices, Inc. (ADI)**: Positioned for long-term growth with innovative product development and strong business model; recent earnings exceeded estimates by 6.2%, with revenue and earnings expected to grow 15.9% and 21.5% in 2025, respectively [25][24] - **ON Semiconductor Corp. (ON)**: Focused on intelligent sensing and power management products, benefiting from strong demand in automotive and industrial markets, which generated 66% of its quarterly revenue [29][28] - **NXP Semiconductor N.V. (NXPI)**: Largest semiconductor supplier in the automotive market, poised to benefit from the rise of software-defined vehicles; however, it faces challenges in the industrial/IoT segment due to broader market softness [36][38] Market Performance - The semiconductor industry has lost 6.7% of its value over the past year, while the broader sector gained 26.1% and the S&P 500 gained 15.7% [16] - The industry currently trades at a forward P/E ratio of 27.68X, which is a premium to the S&P 500's 23.29X but at a discount to the broader computer and technology sector's 28.43X [19] Future Outlook - Despite ongoing geopolitical tensions, the semiconductor market is expected to maintain strong pricing due to high demand driven by AI, data centers, IoT, and EVs [15] - The industry's positioning in the top 50% of Zacks-ranked industries indicates improving near-term prospects, although earnings outlooks for 2025 and 2026 show some weakness [12][11]

Group 1: US-Australia Critical Minerals and Defense Cooperation - The US and Australia have signed a Critical Minerals Framework, committing to jointly invest over $3 billion in critical mineral projects, with estimated recoverable resources valued at $53 billion [2][9] - The Export-Import Bank of the United States is issuing Letters of Interest for over $2.2 billion in financing, potentially unlocking up to $5 billion for critical minerals and supply-chain security projects [3][9] - Australia is enhancing defense cooperation by purchasing $1.2 billion in unmanned underwater vehicles and $2.6 billion in Apache helicopters, alongside a $1 billion contribution to modernize the US submarine industrial base [4][9] Group 2: Wall Street Market Trends - Wall Street indexes experienced a rebound, driven by significant gains in major technology stocks as investors adopted a "buy the dip" strategy following recent market volatility [5][9] - Apple shares rose 4.3% to a record high, with other tech giants like Meta and Netflix also seeing gains, contributing to the Philadelphia Semiconductor Index reaching an all-time high [6][7] - The Dow Jones Industrial Average increased by 0.80%, the S&P 500 by 0.99%, and the Nasdaq Composite by 1.37%, indicating a return of investor confidence as the CBOE Volatility Index fell [7][9]

Key TakeawaysWall Street saw a robust rebound on Monday, October 20, with major indexes climbing as investors "bought the dip" in mega-cap technology stocks, especially those tied to Artificial Intelligence (AI), pushing the Nasdaq Composite (COMP) to a 16.9% year-to-date return.An internal Republican conflict is intensifying over proposed legislation to ban congressional stock trading, with bipartisan support for the measure but divisions emerging over its scope and implementation, including a potential ta ...

美股芯片股集体爆发。 今晚，美股三大指数高开高走，纳指涨超1%，美股大型科技股普涨，苹果股价创出历史新高，芯片股全线走 强，费城半导体指数大涨超2%，也创出历史新高。有分析指出，贸易紧张局势缓和、美国区域银行危机消散 提振了市场情绪，资金重回科技主线。 美联储降息预期升温也是科技股走强的原因之一，目前市场普遍预期，美联储将在10月28日至29日的议息会议 上再降息25个基点。另外，高盛全球银行与市场部门股票销售交易员Mike Washington在最新发布的报告中表 示，当前AI股并未处于泡沫之中。 美股全线走强 北京时间10月20日晚间，美股开盘后，三大指数全线走强，截至22:40，道指涨0.78%，纳指大涨1.27%，标普 500指数涨0.96%。 美股大型科技股普涨，苹果一度大涨超3%，创出历史新高，研究公司Counterpoint报告显示，iPhone 17系列在 中国和美国市场的早期销售强劲，销量比iPhone 16系列高出14%，其中iPhone 17基本款在中国销量几乎翻了一 番。 另外，Meta、特斯拉大涨超2%，谷歌A涨超1%，微软、亚马逊均小幅上涨。 美股芯片股集体走高，费城半导体指数大涨 ...

SCOTTSDALE, Ariz., Oct. 16, 2025 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ON) plans to announce its financial results for the third quarter, which ended October 3, 2025, before the market opens on Monday, November 3, 2025. The company will host a conference call at 9 a.m. Eastern Time (ET) on November 3, 2025, following the release of its financial results. Investors and interested parties can access the conference call in the following manner: Webcast: A live webcast of the conference call will be available via ...

Accessible version US Semiconductors 3Q Diversified Semi Preview: stability, but no sign of broad-based inflection yet Price Objective Change Expect in-line Q3/Q4 prints that are above seasonal trends We preview on-cycle diversified semi earnings where expectations for a broad-based recovery YTD have encountered a tepid demand backdrop suggesting relatively stable trends in CQ3/Q4. Diversified semi sales, in aggregate, are expected to grow 6.5% QoQ in C3Q (figure 7), 180bps above seasonality, while consensu ...

Key Points Management's decision to focus on the industrial and automotive sectors makes sense. It's run into difficulties, but the problems look temporary and not structural in nature. Importantly, ON Semiconductor remains profitable and generates significant cash. 10 stocks we like better than ON Semiconductor › Context matters when considering buying stock in a company that's going through some cyclical weakness that could easily be confused for a structural issue. That's the case with ON Sem ...

Sure, On Holdings (ON) technically ranks among publicly traded securities recently flashing unusual options activity. However, it’s the lull that has raised eyebrows. Following last Friday’s close, ON stock options volume sat at 10,645 contracts, represent a 32.14% decline against the one-month trailing average. Further, the breakdown didn’t seem particularly enticing, with call volume reaching 6,278 contracts versus put volume of 4,367 contracts. More News from Barchart Looking into options flow — whic ...