更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 9 September 2025 | 10:27PM EDT Americas Technology: Semiconductors Communacopia and Technology Conference 2025 - Day 2 Takeaways James Schneider, Ph.D. +1(212)357-2929 | jim.schneider@gs.com Goldman Sachs & Co. LLC Anmol Makkar +1(212)357-1366 | anmol.makkar@gs.com Goldman Sachs & Co. LLC Chris Kress +1(212)902-6696 | chris.kress@gs.com Goldman Sachs & Co. LLC David Balaban +1(212)357-6369 | david.balaban@gs.com Goldman Sachs & Co. LLC Luya You +1(212)902-5297 | luya.you@gs.com ...

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 放半年就亏3万 有料单不知道怎么推广？ | TE | 1379674-1 | 22+ | 19600 | | --- | --- | --- | --- | | 威世 | NTCALUG01A103F161A | 23+ | 5000 | | Toshiba | TLX9175J(WNXTL;F(O | 22+ | 18000 | | 松下 | AXK720247G | 20+ | 51000 | | 松下 | AXK820145WG | 20+ | 51000 | 芯片超人已经 累计服务2万用户 ，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 microchip ATMXT2952T2-C2UR057 23+ 71000 microchip ATMXT1664T2-C2UR056 23+ 24000 microchip ATMXT641T-CCUR028 23+ 10000 microchip ATMXT224S-MAUR036 23+ 28000 芯科 EFM8B ...

In trading on Wednesday, shares of Skyworks Solutions Inc (Symbol: SWKS) crossed below their 200 day moving average of $104.86, changing hands as low as $103.47 per share. Skyworks Solutions Inc shares are currently trading down about 1.9% on the day. The chart below shows the one year performance of SWKS shares, versus its 200 day moving average: Looking at the chart above, SWKS's low point in its 52 week range is $76.16 per share, with $123.60 as the 52 week high point — that compares with a last trade ...

Question-and-Answer SessionThanks for being here. I've known you for some time now, back your days at LSI. You step to be the CEO of Skyworks. And while it's not even been a year since he joined, maybe just give me your first impressions of the business and what has surprised you positively?Philip BraceCEO, President & Director I think the thing that surprised me the most positively is the caliber of the engineering talent. I mean I used to get shivers up and down my spine when I still talk about it. I mean ...

Question-and-Answer SessionThanks for being here. I've known you for some time now, back your days at LSI. You step to be the CEO of Skyworks. And while it's not even been a year since he joined, maybe just give me your first impressions of the business and what has surprised you positively?Philip BraceCEO, President & Director I think the thing that surprised me the most positively is the caliber of the engineering talent. I mean I used to get shivers up and down my spine when I still talk about it. I mean ...

Skyworks Solutions (NasdaqGS:SWKS) 2025 Conference September 09, 2025 10:30 AM ET Company ParticipantsPhilip Brace - CEO, President & DirectorConference Call ParticipantsJim Schneider - Senior Equity AnalystJim SchneiderGood morning, everybody. Welcome to the Goldman Sachs Communications and Technology Conference. My name is Jim Schreier. I'm the Senior Director of Analysts here at Goldman Sachs. It's my pleasure to welcome Skyworks Solutions and CEO Phil Brace to the stage today. Welcome, Phil.Philip Brace ...

2024年，全球智能手机出货量迎来转折点，在经历了数年的停滞之后，同比增长5.7%。预计2025 年，出货量将增长2.8%，达到12.5亿部。在政府补贴和安卓系统扩张的支持下，中国手机厂商是此 次复苏的关键贡献者。华为强势回归，在中国市场抢占了苹果的市场份额；三星则以18%的市场份额 保持全球第二，专注于中高端市场。 传统供应商仍占据射频前端 (RFFE) 市场 70% 以上的份额，但正面临来自中国替代供应商的日益增 长的压力。在政府激励措施的支持下，中国生态系统正在不断扩张。然而，激烈的成本竞争也给成熟 的企业带来了挑战。 公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容 编译自 yole 。 2024年，全球移动射频前端市场规模将达到154亿美元，其中70%来自模块，30%来自分立元件。由 于一系列支撑和抵消趋势，预计到2027年，该市场将保持平稳： 增长动力：5G持续扩展，增加一些新的5G频段的内容。 不利因素：架构简化、成本压力巨大以及平均售价下降。 我们预计增长将在2028年左右开始，届时更多的射频前端内容将首先应用于旗舰手机，以支持与5G- Advanced相关的新频段，随后不久将迎 ...

算笔账 | 优势呆料，特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 数量 | 年份 | | ST | LM2903DT | 1000 | 2020 | | ST | LM324DT | 1000 | 2019 | | ST | LM393DT | 10000 | 2018 | | ST | M24512-WMW6TG | 10000 | 2017 | | ST | M24M01-RMN6TP | 1000 | 2020 | | ST | M95160-RMN6TP | 1000 | 2020 | | ST | SMBJ33A-TR | 1000 | 2017 | | ST | SMBJ33CA-TR | 10000 | 2020 | | ST | SMBJ40CA-TR | 1000 | 2020 | | ST | STT6N3LLH6 | 1000 | 2020 | | ST | TSV991IYLT | 1000 | 2020 | | ST | TSV994IDT | 1000 | 2020 | | ST | ULQ2003D1013TR | 100 ...

IRVINE, Calif., Sept. 02, 2025 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today announced that executives will participate in a fireside chat at the Goldman Sachs Communacopia and Technology Conference on Sept. 9, 2025, at 7:30 a.m. PDT from the Palace Hotel in San Francisco. The event will be webcast live and archived for replay for one week following the conference in the “Invest ...

格隆汇8月26日｜芯片制造商思佳讯(Skyworks Solutions)宣布，Philip Carter将重新加入公司担任首席财 务官一职，于9月8日起生效。Carter自2024年11月起担任AMD公司副总裁兼首席会计官。另外，他曾于 2017年至2024年在Skyworks公司工作，包括担任副总裁兼公司财务总监。 ...