关税风暴过后，芯片现货市场怎么样了？

Core Viewpoint - The article discusses the recent fluctuations in the chip market due to tariff measures, highlighting the contrasting performances of different chip brands and the overall market dynamics post-tariff [3][12]. Group 1: Current Market Situation - After the initial excitement caused by tariff announcements, the chip market has returned to a quieter state, with many distributors reporting a decrease in activity [3][4]. - The imposition of an 84% tariff on U.S. chips led to significant price increases, with some prices rising by as much as 125% during the peak of the tariff period [4][6]. - Following the announcement of tariff cancellations, the market has shown signs of stabilization, although demand remains varied across different brands [6][10]. Group 2: Brand Performance - TI (Texas Instruments) has seen a decline in demand post-tariff, with distributors noting a stark contrast to the high sales during the tariff period [6][10]. - In contrast, ADI (Analog Devices) has maintained stronger demand, with prices remaining elevated compared to pre-tariff levels, indicating a more resilient market position [6][7]. - Specific examples include the price of TL074IDR, which rose from 0.4 yuan to 0.7 yuan during the tariff period, and has since settled around 0.68 yuan, while ADI products like AD7606 have seen prices increase from under 70 yuan to around 76 yuan [6][7]. Group 3: Market Changes Post-Tariff - The end of the tariff period has not eliminated uncertainty in the market, with distributors facing a mixed bag of order volumes and pricing pressures [8][10]. - Some distributors have reported a 40% increase in orders for certain components, indicating pockets of growth despite overall market challenges [8][9]. - The competitive landscape has shifted, with foreign clients becoming more discerning and price-sensitive, leading to increased competition among suppliers [10][11]. Group 4: Conclusion - The article concludes that while the tariff-induced volatility has subsided, the market remains competitive and price-driven, necessitating a focus on actual demand and strategic customer engagement [12].