Core Viewpoint - 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, while promoting a service that facilitates quick transactions for surplus stock [1][8]. Group 1: Inventory Management - A significant amount of excess inventory, specifically 100,000 units, is incurring monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 if held for six months [1]. - The company offers a platform, "Chip Superman," which has served 22,000 users, to help sell excess inventory quickly, often completing transactions within half a day [8]. Group 2: Inventory Listings - The article lists various semiconductor components available for sale, including brands like Micron and SK Hynix, with quantities ranging from 4,000 to 30,000 units for different models [4][5]. - The inventory includes a diverse range of products, with over 1,000 models and 100 brands, totaling 50 million chips valued at over 100 million [7]. Group 3: Purchase Requests - The company is actively seeking specific components, such as 50,000 units of the brand Nexperia's PMEG4010EH and 400 units of Samsung's KHBBC4B03C-MC1K, indicating a demand for various semiconductor parts [6].

This Apple Supplier's Stock Is Tumbling. Blame Its Merger Partner Qorvo. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# This Apple Supplier's Stock Is Tumbling. Blame Its Merger Partner Qorvo.By [Nate Wolf]ShareResize---ReprintsIn this art ...

初步胜利 康希通信和Skyworks是射频芯片领域的对手，两者的法律纷争起于2024年。 2024年5月份，康希通信获悉，Skyworks在美国加州中区联邦地区法院起诉康希通信科技（上海）有限 公司和GRAND CHIP LABS,INC.,专利侵权。GRAND CHIP LABS,INC即美国康希，注册地在美国加 州，主要从事射频前端芯片的技术研发及境外市场开拓。 2026.01.26 本文字数：2984，阅读时长大约5分钟 作者 |第一财经 彭海斌 康希通信初步赢了Skyworks。 2026年1月25日，康希通信公告称，根据美国国际贸易委员会（ITC）初裁，公司未侵犯Skyworks专利 权。此前，全球射频芯片龙头企业Skyworks向美国法院起诉康希通信侵权，并向美国国际贸易委员会提 出调查申请。 "这是一场硬仗。"康希通信董事长彭平在1月26日的一场沟通会上表示。这是两家实力悬殊公司的碰 撞，2024年，Skyworks收入约280亿人民币，而康希通信只有5亿人民币。"这场初裁胜利表明中国企业 的产品经得起国际规则的检验，有底气有能力和行业巨头同台竞技。" Skyworks 声称康希通信的部分Wi- ...

Core Viewpoint - 康希通信 has achieved a preliminary victory against Skyworks in a patent infringement case, indicating the capability of Chinese companies to compete with industry giants under international regulations [3][7][16]. Group 1: Legal Dispute Overview - 康希通信 was sued by Skyworks in May 2024 for allegedly infringing on five patents related to Wi-Fi RF front-end modules [5]. - The U.S. International Trade Commission (ITC) ruled that 康希通信 did not infringe on two of the patents claimed by Skyworks, leading to a significant legal advantage for 康希通信 [4][8]. - The investigation into three other patents was terminated after Skyworks withdrew them during the evidence disclosure phase [6]. Group 2: Financial Implications - 康希通信 incurred substantial legal costs, amounting to approximately 38.84 million yuan in 2024 and an additional 50.59 million yuan in the first three quarters of 2025, bringing total expenses close to 100 million yuan [10][12]. - Despite a revenue increase to 520 million yuan in 2024, 康希通信 reported a loss of 76 million yuan, primarily due to legal expenses [10]. - The ongoing legal battle is expected to exceed 100 million yuan in total costs, significantly impacting 康希通信's profitability [12]. Group 3: Market Context and Competitive Landscape - 康希通信 operates primarily in the RF front-end chip design sector, with a focus on markets in Hong Kong and Taiwan, while less than 5% of sales come from other overseas markets [8]. - The company faces competition from established players like Skyworks and Qorvo, which dominate the Wi-Fi communication market [8]. - The legal victory is seen as a potential turning point that could alleviate concerns from European and Southeast Asian clients regarding 康希通信's products [9]. Group 4: Broader Industry Trends - The semiconductor industry is witnessing an increase in patent litigation, with 康希通信 not being the only Chinese company facing such challenges [13][15]. - The competitive landscape is characterized by significant patent holdings from multinational companies, with Skyworks alone holding over 5,000 patents [15]. - Chinese semiconductor firms are ramping up R&D investments, with 康希通信 increasing its R&D spending by 70% to 107 million yuan in 2024 [15].

Mizuho Securities sets a price target of $60 for NASDAQ:SWKS, indicating a modest potential upside.Skyworks Solutions to discuss Q1 fiscal 2026 results and business outlook on February 3, 2026.SWKS shows volatility with a year range between $93.33 and $47.93, reflecting dynamic market performance.Skyworks Solutions Inc. (NASDAQ:SWKS) is a prominent player in the semiconductor industry, specializing in high-performance analog and mixed-signal semiconductors. On January 25, 2026, Mizuho Securities set a price ...

Core Viewpoint - 康希通信's subsidiary achieved significant progress in the 337 investigation initiated by the U.S. International Trade Commission (ITC), with a preliminary ruling stating that it did not violate the relevant patent laws [3][4] Group 1: Investigation Details - The 337 investigation was initiated by Skyworks Solutions, Inc. in July 2024, accusing 康希通信's subsidiary of infringing on five patents related to specific radio frequency front-end modules (FEMS) [3] - The investigation case number is Inv. No. 337-TA-1413 [3] Group 2: Preliminary Ruling Outcomes - The preliminary ruling indicated that 康希通信 did not infringe on the two patents claimed by Skyworks, specifically US9,917,563 and US8,717,101 [4] - Three additional patents (US9,450,579, US9,148,194, and US7,409,200) were withdrawn by Skyworks during the evidence disclosure phase, leading to the termination of the investigation regarding these patents [4] Group 3: Company Position and Future Steps - 康希通信 emphasized its commitment to intellectual property management and protection, highlighting its independent and complete intellectual property system [4] - The preliminary ruling provides crucial legal support for 康希通信's product exports to the U.S. market [4] - The ruling is preliminary, and both parties have the right to request a review from the ITC within the statutory period, leading to administrative review and final ruling stages [4]

Core Insights - The article discusses the challenges faced by companies in managing excess inventory, particularly 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 22,000 users and offers rapid inventory clearance solutions [2][11] - The article lists various semiconductor components available for sale at discounted prices, indicating a significant inventory of over 50 million chips valued at over 100 million [10] Group 1: Inventory Management - Companies are incurring monthly storage and capital costs of at least 5,000, leading to potential losses of 30,000 after six months if inventory remains unsold [1] - The article suggests that companies struggling to promote their materials can seek assistance from Chip Superman [1] Group 2: Services Offered - Chip Superman has a smart warehouse spanning 1,600 square meters, with over 1,000 models and 100 brands in stock, totaling 50 million chips [10] - The company claims to complete transactions in as little as half a day, providing a quick solution for businesses looking to clear their inventory [11] Group 3: Product Listings - A detailed list of available semiconductor components is provided, including brands like Micron, SK Hynix, and Samsung, with quantities ranging from 1,360 to 44,000 units for various models [5][6][7] - The article also includes a request for specific components, indicating ongoing demand in the market [8]

"这场初裁胜利表明中国企业的产品经得起国际规则的检验，有底气有能力和行业巨头同台竞技。" 康希通信初步赢了Skyworks。 2026年1月25日，康希通信公告称，根据美国国际贸易委员会（ITC）初裁，公司未侵犯Skyworks专利 权。此前，全球射频芯片龙头企业Skyworks向美国法院起诉康希通信侵权，并向美国国际贸易委员会提 出调查申请。 "这是一场硬仗。"康希通信董事长彭平在1月26日的一场沟通会上表示。这是两家实力悬殊公司的碰 撞，2024年，Skyworks收入约280亿人民币，而康希通信只有5亿人民币。"这场初裁胜利表明中国企业 的产品经得起国际规则的检验，有底气有能力和行业巨头同台竞技。" 初步胜利 康希通信和Skyworks是射频芯片领域的对手，两者的法律纷争起于2024年。 2024年5月份，康希通信获悉，Skyworks在美国加州中区联邦地区法院起诉康希通信科技（上海）有限 公司和GRAND CHIP LABS,INC.,专利侵权。GRAND CHIP LABS,INC即美国康希，注册地在美国加 州，主要从事射频前端芯片的技术研发及境外市场开拓。 Skyworks 声称康希通信的部分Wi ...

2024年5月，Skyworks向美国加州中区联邦地区法院起诉公司子公司康希通信科技(上海)有限公司、GRAND CHIP LABS,INC. 侵犯其专利权（以下简称"专利诉讼"）。 1月25日，康希通信发布公告，针对美国Skyworks Solutions, Inc.、Skyworks GlobalPte Ltd.和 Skyworks Solutions Canada, Inc（ 统称"Skyworks"）提起的337调查，美国国际贸易委员会（ITC）行政法官发布初裁结果，认定公司子公司康希通信科技（上 海）有限公司、GRANDCHIPLABS, INC.和相关企业未违反《美国1930年关税法》第337节的规定，未侵犯Skyworks主张的专 利权。 2024年7月，Skyworks根据相关规定向ITC提出调查申请，主张公司子公司康希通信科技(上海)有限公司、GRAND CHIP LABS,INC.和相关企业，制造及对美出口、销售的特定射频前端模块("FEMS")以及含有该模块的下游产品侵犯其5项专利权。 2024年8月，公司获悉ITC就本案签发了调查立案通知书（NOTICE OF INSTITUTION ...

登录新浪财经APP 搜索【信披】查看更多考评等级 ●根据ITC初裁结果：公司子公司康希通信科技（上海）有限公司、GRAND CHIP LABS, INC.和相关企 业未违反《美国1930年关税法》第337节的规定，未侵犯Skyworks的专利权。 格兰康希通信科技（上海）股份有限公司（以下简称"康希通信"或"公司"）于2024年8月21日发布了 《康希通信关于公司子公司涉及337调查及专利诉讼的进展公告》（公告编号：2024-022），Skyworks Solutions, Inc.，Skyworks Global Pte Ltd.和Skyworks Solutions Canada, Inc.（以下统称"Skyworks"）根据 《美国1930年关税法》第337节规定向美国国际贸易委员会（ITC）提出调查申请（以下简称"本次337 调查"），主张公司子公司康希通信科技（上海）有限公司、GRAND CHIP LABS, INC.和相关企业，制 造及对美出口、销售的特定射频前端模块（"FEMS"）以及含有该模块的下游产品侵犯其5项专利权。现 就相关进展情况说明如下： 一、本次337调查和专利诉讼的基本情况 20 ...