| 品牌 | 型号 | 数量 | | --- | --- | --- | | ST | STM32F051K6U7 | 80K | | ST | LMV321LILT | 80K | | SKYWORKS | SE5004L-R | 20K | | ST | LIS3MDLTR | 80K | | TI | TLV9051IDBVR | 180K | | LITEON | LTST-C193KFKT-5A | 200K | | LITEON | LTST-C193KRKT-5A | 200K | | LITEON | LTST-C193TGKT-5A | 200K | 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 打折清库存，最快半天完成交易 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | EVERLIGHT(亿光) | EL357N( ...

我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 8月， 半导体 现货市场 整体 仍然 较为 平淡 ， 但也有 部分 芯片 近期 热度 升高 ， 甚至有 缺 货 迹象 。我们整理了近期询价增多、热度较高的几款芯片型号，供大家参考 （不作 为 交易推荐） ： 1、持续升温的 NOR Flash「W25Q128JVSIQ」 NO.1 持续升 温的NOR Flash 2、去年火过的加速度计「ADXL355BEZ」 3、关税期间涨价的 TI 芯片「TPS5430DDAR」 4、好用但贵的稳压器「LTM4644IY#PBF」 5、从 Marvell 变成英飞凌旗下「88EA1512B2-NNP2A000」 6、近期价格暴涨「BCM84891LB0KFEBG」 7、热度突增的 TI 芯片「THS6222IRHFR」 8、紧俏的 MCU「EFM8BB51F16G-C-QFN20R」 W25Q128JVSIQ :价格小幅上 涨 除了W25Q128JVSIQ，华邦 64 Mbit 容量的 NOR Flash 芯片 W2 ...

ab Global Research 27 August 2025 UBS Global I/O Semiconductors Automotive semis: cycle momentum continues We reiterate our positive stance on analog Post Q2, we review the latest leading indicators and provide an update on the auto semis market for 2025E and 2026E. Data indicates that the inflection point expected in Q2'25 has now been achieved, with 1% y-o-y revenue growth after 7 consecutive quarters of decline. Looking ahead, estimates suggest the positive momentum will persist into H2'25E and 2026E, th ...

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 | | --- | --- | --- | | KINGBRIGHT/今台 | APA2106SURCK | 60K | | KINGBRIGHT/今台 | APA2106SYCK | 60K | | KINGBRIGHT/今台 | APA2106CGCK | 60K | | SKYWORKS | SE5004L-R | 20K | | Diodes | AP63356QZV-7 | 60K | | EPSON | FA-128 40.0000MF10Z-K3 | 35K | 优势物料，特价出售 | 品牌 | 型号 | 年份 | 数量 | | --- | --- | --- | --- | | nichocn | GYC1E331MCWZNHGS | 94Kpcs | 24+ | | 美光 | MTFC64GBCAQTC-AAT | ...

Core Insights - Texas Instruments (TXN) stock has increased by 8.9% over the past month, significantly outperforming the Zacks Semiconductor - General industry's growth of 1.4% [1][7] - The company is experiencing growth driven by strong demand in data centers and artificial intelligence (AI), alongside a rebound in the semiconductor market [2][3] Group 1: Growth Drivers - Solid demand from data centers is enhancing Texas Instruments' prospects in the enterprise systems market [2] - The global semiconductor market is showing robust growth, with an 18.8% year-over-year increase in sales, reaching $167.7 billion in the March-end quarter of 2025 [3] - Texas Instruments serves diverse end markets, including personal electronics, industrial, communications, and automotive, which provides stability against seasonality and cyclical downturns [4] Group 2: Strategic Initiatives - To maintain its competitive edge and capitalize on emerging technologies like 5G and AI, Texas Instruments is focusing on internal chip manufacturing, aiming to produce over 95% of its wafers in-house by 2030 [5] - The company has been awarded up to $1.6 billion in CHIPS Act funding, with total benefits projected between $7.5 billion and $9.5 billion over its lifetime, which will help reduce costs and increase margins [8] Group 3: Financial Performance and Estimates - The Zacks Consensus Estimate for Texas Instruments' earnings indicates a growth rate of 7.7% for 2025 and 14.8% for 2026 [8] - Current estimates for the upcoming quarters show earnings per share (EPS) of $1.48 for the current quarter and $1.40 for the next quarter, with a year-over-year growth estimate of 0.68% for the current quarter [9] Group 4: Challenges and Risks - Texas Instruments is highly exposed to US-China trade policies, with approximately 20% of its 2024 revenues coming from China, which poses risks due to rising geopolitical tensions [10] - The automotive segment is recovering slowly, with revenues declining in the low-single-digit percentage range in the second quarter of 2025 [11] - The company faces intense competition from various players in the semiconductor industry, including Broadcom, NXP Semiconductors, and Analog Devices [12][14] Group 5: Valuation Metrics - Texas Instruments trades at a forward price-to-sales ratio of 10.03x, which is below the industry average of 15.66x, reflecting the ongoing headwinds it faces [15]

Group 1 - Texas Instruments (NASDAQ: TXN) stock is rated as a Buy for risk takers with a systematic dollar average mindset [1] - The stock is deeply undervalued relative to its long-term outlook [1] - The company's strategic U.S. manufacturing footprint supports its valuation [1]

Company Overview - Texas Instruments Incorporated (TI) is a global semiconductor company that designs, manufactures, and sells analog and embedded processing chips for various markets including industrial, automotive, personal electronics, enterprise systems, and communications equipment [3]. Upcoming Conference - TI's President and CEO Haviv Ilan will speak at the Goldman Sachs 2025 Communacopia + Technology Conference on September 10, 2025, at 10:50 a.m. Pacific time [1]. - The conference will include a Q&A session where Ilan will address questions from analysts and investors, discussing TI's business outlook and strategies for key markets [1]. Business Strategy - The discussion will focus on TI's strategy to address key markets for its analog and embedded processing technologies, highlighting how these capabilities position the company for growth [1].

丨证券研究报告丨 行业研究丨行业周报丨建筑与工程 [Table_Title] 下游资本开支扩张，关注洁净室市场机会 报告要点 [Table_Summary] [Table_Summary] 近日，芯片等板块盈利能力显著，产业链情绪共振带动洁净室板块。8 月 22 日，芯片产业 链涨幅明显，海光信息、寒武纪-U 涨幅达 20%，产业链情绪共振带动洁净室板块，圣晖集 成涨 7.23%。 分析师及联系人 [Table_Author] SAC：S0490520080022 SAC：S0490522060005 SFC：BUT917 张弛 张智杰 袁志芃 龚子逸 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 近日，芯片等板块盈利能力显著，产业链情绪共振带动洁净室板块。8 月 22 日，芯片产业链 涨幅明显，海光信息、寒武纪-U 涨幅达 20%，产业链情绪共振带动洁净室板块，圣晖集成涨 7.23%。催化上来看，DeepSeek-V3.1 携专为下一代国产芯片定制的 UE8M0 FP8 精度亮相， UE8M0 FP8 技术助力国产芯片加速追赶；财政端 5000 亿元新型政策 ...

Core Viewpoint - Texas Instruments (TI) is making a significant $60 billion investment in semiconductor manufacturing in the U.S., indicating a strong commitment to domestic chip production amid geopolitical tensions and tariff uncertainties [2][3]. Group 1: Investment and Expansion - TI announced a $60 billion project to build multiple wafer fabs in Texas and Utah, aiming to increase production capacity fivefold [4][5]. - The new facilities will support major clients like Nvidia, Ford, Medtronic, and SpaceX, with the Sherman, Texas plant expected to be operational by the end of 2025 [2][4]. Group 2: Market Position and Challenges - Despite the investment, TI's stock fell 13% following weak earnings expectations and tariff concerns, highlighting market volatility and uncertainty [3]. - TI's market share in the analog segment has declined from 19.8% in 2020 to a projected 14.7% in 2024, raising questions about the sustainability of demand [3][5]. Group 3: Technological and Operational Advantages - TI's chips are produced using traditional nodes (45 to 130 nm), which are less expensive compared to advanced 2 nm and 3 nm chips produced by competitors like TSMC [5]. - The shift to 300 mm wafers is expected to significantly reduce costs, allowing TI to produce 2.3 times more chips per wafer compared to 200 mm wafers [6][10]. Group 4: Environmental and Resource Considerations - The Sherman facility will utilize approximately 1,700 gallons of water per minute, with plans to recycle at least 50% of it, addressing environmental concerns related to water usage [10]. - TI's new plant will operate entirely on renewable energy, enhancing energy efficiency in chip production [10][11]. Group 5: Workforce and Economic Impact - The $60 billion project is projected to create 60,000 jobs in the U.S., although specific timelines for completion remain uncertain [11]. - TI has partnered with universities and community colleges to address the talent shortage in semiconductor manufacturing, reflecting a proactive approach to workforce development [11].

Rising up out of sprawling ranch land in North Texas, there's two giant new buildings. The first one in the distance, is an operating clean room. The one closer to us is the second factory that today is a shell.And they're just the start of Texas Instruments' $60 billion seven-plant project officially announced in July. Yeah, this site long term will produce hundreds of millions of chips every day. Texas Instruments is making a big bet that companies will want to make a lot of chips on U.S. soil. And in Aug ...