Group 1 - The overall market sentiment in 2025 shows signs of recovery, with demand gradually returning and inventory levels decreasing, but the situation remains complex [2][4][6] - The chip market is experiencing localized activity, particularly with TI, Anshi, and storage sectors seeing price increases, while other areas still face inventory challenges [4][6][8] - Despite some small orders being secured, the competition remains fierce, and many companies are adapting their strategies to capitalize on emerging opportunities [12][18][20] Group 2 - The introduction of AI tools is enhancing demand analysis, inventory management, and customer engagement, although challenges persist [24][26] - The overall business outlook for 2025 is more optimistic compared to the previous two years, driven by new demands from AI technologies impacting storage and related components [27][29][31] - The industry is encouraged to remain resilient and proactive, with hopes for increased activity and profitability in the coming year [33][35]
芯片打工人，恭喜你过完了2025
芯世相·2025-12-22 04:09