上【工厂呆料】，搞钱！ 推荐阅读： 点击查看往期内容 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 | | --- | --- | --- | | BEL FUSE | 0685T3000-01 | 50K | | ADI | ADXRS453BEYZ-RL | 500个 | | ADI | AD9254BCPZ-150 | 500个 | | 英飞凌 | IPLU300N04S41R1 | 4K 2年内 | 服务8000+用户 库存发布、需求匹配、买卖呆料 ↓ ↓ ↓ ▶ TOP4 芯片分销商，又变了 ▶ 暂停接单、原产地判定...芯片人快被逼疯了！ ▶ ST、ADI、瑞芯微...这些芯片涨价了 ▶ TI、ADI涨价，国产模拟芯片悄悄接单 ▶ 风口浪尖上的TI和ADI，怎么样了？ 你 "在看" 我吗？ ...

Core Viewpoint - ADI's FY25Q2 results exceeded expectations with a revenue of $2.64 billion, reflecting a year-over-year growth of 22.3% and a quarter-over-quarter growth of 9% [1][7]. Revenue Overview - FY25Q2 revenue reached $2.64 billion, surpassing the midpoint of guidance; gross margin was 69.4%, up 2.7 percentage points year-over-year and 0.6 percentage points quarter-over-quarter, driven by increased capacity utilization [1][10]. - The operating profit margin stood at 41.2%, with inventory increasing by $50 million quarter-over-quarter and Days of Inventory (DOI) decreasing to 169 days [1][11]. Segment Performance - **Industrial**: Contributed 44% of revenue, with a year-over-year growth of 17% and a quarter-over-quarter growth of 8%, led by aerospace, defense, and ATE sectors [2][9]. - **Automotive**: Accounted for 32% of revenue, showing a year-over-year growth of 24% and a quarter-over-quarter growth of 16%, driven by demand for leading connectivity solutions and functional safety power supplies, particularly in China, Europe, and North America [2][9]. - **Communications**: Made up 12% of revenue, with a year-over-year growth of 32% and a quarter-over-quarter growth of 5%, primarily from wired and data center segments [2][9]. - **Consumer**: Also 12% of revenue, with a year-over-year growth of 30% and flat quarter-over-quarter performance, reflecting an increase in product value [2][9]. Guidance for FY25Q3 - Revenue guidance for FY25Q3 is set between $2.65 billion and $2.85 billion, with a midpoint indicating a year-over-year growth of 19.05% and a quarter-over-quarter growth of 4.17% [2][12]. - The operating profit margin guidance is between 40.5% and 42.5%, with an expected EPS of $1.91 to $1.93 [2][12]. Market Trends and Future Outlook - The automotive sector is expected to see continued growth in the Chinese market for FY25Q3, while industrial growth momentum is anticipated to extend into the next quarter [2][3]. - The company has expanded internal capacity significantly and established a flexible allocation mechanism between internal and external capacities, covering a wide range of semiconductor processes [3][22]. - Long-term trends identified by the company include automation, proactive healthcare, energy transition and sustainability, immersive experiences, and AI-driven computing and connectivity [8][9]. Operational Insights - The company has invested record levels in expanding its technology stack and optimizing customer experience, aiming to maximize profit growth opportunities in end markets [7][17]. - The operating expenses for FY25Q2 were $744 million, driven entirely by variable compensation, with expectations for continued operational leverage despite rising costs [10][16]. Conclusion - Overall, ADI's strong performance in FY25Q2 across all end markets and regions, coupled with positive guidance for FY25Q3, reflects robust demand and operational resilience in a dynamic environment [7][11].

Core Viewpoint - The article highlights the extensive inventory and operational capabilities of a chip distribution company, emphasizing its significant stock levels and quality control measures in place. Group 1: Inventory and Facilities - The company operates a 1,600 square meter smart warehouse for chips, with over 1,000 stock models and around 100 brands represented [1] - The total inventory includes 50 million chips, weighing 10 tons, with a total value exceeding 100 million [1] - An independent laboratory is established in Shenzhen for quality control (QC) of each material [1] Group 2: Sales and Purchases - The company is offering special prices on various advantageous materials, including specific models from brands like ST, INFINEON, and TI, with quantities ranging from 80,000 to 5,000 [2] - There is a demand for specific components, including 60,000 units of TE's model and various quantities of TI's models, indicating active procurement needs [3] Group 3: User Engagement and Services - The company serves over 8,000 users, facilitating inventory publication, demand matching, and trading of surplus materials [4] - The article encourages users to engage in trading surplus materials to generate revenue [5]

| 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | ALTERA | EP3C40U484I7N | 2.5K MOQ=SPQ=84PCS | 23+ | | ST | STM32G070CBT6TR | 117K | 批次2年内 | | POWER | LNK626PG | 12K | 24+ | | HOLTEK | HT66F018 | 60K 20SSOP | 2024 | 推荐阅读： 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 。 今日出货 优势物料，低于市场价 点击查看往期内容 ↓ ↓ ↓ 你 "在看" 我吗？ ▶ 暂停接单、原产地判定...芯片人快被逼疯了！ ▶ ST、ADI、瑞芯微...这些芯片涨价了 ▶ 连TI都要裁员了，为啥？ ▶ 模拟芯片大厂ADI，又 有好消 息！ ▶ ST的MCU怎么又双叒热了？ ...

Core Viewpoint - The semiconductor industry in China is expected to accelerate domestic substitution due to new customs regulations regarding the origin of integrated circuits, which will recognize the wafer fabrication location as the origin for import declaration [1][5]. Market Overview - From April 8 to April 22, 2025, the CSI 300 Index increased by 5.42%, while the Shenwan Electronics Index rose by 4.06%, ranking 29th among Shenwan's primary industry indices [2]. - The global semiconductor sales reached $54.92 billion in February, showing a year-on-year increase of 19.0% but a month-on-month decrease of 2.8% [2]. - China's semiconductor sales in February amounted to $15.06 billion, reflecting a year-on-year growth of 6.6% and a month-on-month decline of 3.2% [2]. Storage Industry Insights - The DRAM market is entering a new price increase cycle, with average spot prices for DDR3, DDR4, and DDR5 rising by 1.15%, 2.25%, and 2.81% week-on-week as of April 22, 2025 [3]. - NAND product prices for 256GB and 512GB SSDs remained stable week-on-week, but year-to-date prices increased by 11.84% and 11.45%, respectively [3]. - Major storage manufacturers, including SanDisk, plan to raise product prices due to recovering demand driven by AI and smart terminals [3]. End-user Demand Trends - In February 2025, domestic smartphone shipments reached 19.66 million units, a year-on-year increase of 37.9% [4]. - In March 2025, China's automobile sales totaled 2.92 million units, up 8.2% year-on-year, with new energy vehicle sales growing by 40.1% [4]. - Global PC shipments in Q1 2025 were 58.95 million units, reflecting a year-on-year increase of 4.8% [4]. Industry Events - The China Semiconductor Industry Association announced new customs regulations on April 11, 2025, which will impact the import declaration of integrated circuits [5]. - NVIDIA's H20 GPU has been banned from export to China and Israel without a license, as per U.S. government regulations [5]. - TrendForce predicts that the contract prices for memory chips will see an expanded increase in Q2 2025 due to changes in supply and demand strategies [5]. Investment Recommendations - The electronic industry is rated as "outperforming the market," with a focus on AI-related companies, domestic substitution in semiconductor equipment, and potential price increases in the storage sector [6].

| 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | ALTERA | EP3C40U484I7N | 2.5K MOQ=SPQ=84PCS | 23+ | | ST | STM32G070CBT6TR | 117K | 批次2年内 | | POWER | LNK626PG | 12K | 24+ | | HOLTEK | HT66F018 | 60K 20SSOP | 2024 | 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 。 今日出货 推荐阅读： 优势物料，低于市场价 点击查看往期内容 ↓ ↓ ↓ 你 "在看" 我吗？ ▶ 暂停接单、原产地判定...芯片人快被逼疯了！ ▶ ST、ADI、瑞芯微...这些芯片涨价了 ▶ 连TI都要裁员了，为啥？ ▶ 模拟芯片大厂ADI，又 有好消 息！ ▶ ST的MCU怎么又双叒热了？ ...

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 最近，关税仍是芯片市场关注的焦点。政策已经发布一周多，对芯片行业的影响已经开始逐渐显 现，有些分销商的客户着急备货，订单增长，也有些客户保持观望甚至取消了订单。有做芯片外贸 的表示客户大多可以理解涨价，也有的表示海外客户也会比价...... 芯片市场有喜有忧，关税带来的影响会不断扩大，长远来看，甚至可能会改变供应链格局，大家对 此又有什么看法？ 我们问了n位来自芯片贸易商、代理商、芯片外贸、芯片原厂、封测厂、方案商的行业人士 ，他们 的回答如下： 努力做单的lccc 芯片分销商 目前 订单没有因为关税直接增长 ，都是平时的客户到了该下单的时间自然而然地下单，哪怕没有 关税客户也会下这些订单，可能会下得更顺利，因为关税像不定时炸弹。对后面的行情现在还是保 持观望态度，市场什么行情我们就做什么工作，当然行情好起来大家日子都好过，不过也不要期望 太高，该做啥做啥平常心。 TT 芯片采购 作为 采购影响不大 ，涨价就跟销售说，销售就去找客户沟通，能接受就拿，不 ...

Core Viewpoint - The global semiconductor industry is experiencing a structural recovery in demand and deep adjustments in the supply chain, driven by artificial intelligence, consumer electronics, electric vehicles, and new energy applications, with global sales surpassing $600 billion for the first time [1] Group 1: Demand Recovery and Supply Chain Adjustments - The semiconductor market shows uneven demand, with AI chips and HBM storage experiencing significant growth, while the automotive and industrial markets are still in a destocking phase, leading to price declines [1] - The consumer electronics sector has completed its destocking cycle, resulting in normalized delivery times and price recovery for various chips and components [1] Group 2: National Subsidy Policy Impact - The national subsidy policy has expanded to cover digital products, enhancing the activity in the consumer electronics market, with subsidies for mobile phones, tablets, and smartwatches [2] - Over 26.71 million consumers applied for subsidies for these digital products within a month of the policy's implementation [3] Group 3: Automotive Semiconductor Landscape - The automotive semiconductor sector is in a destocking phase, but companies like Qualcomm and NVIDIA are seeing significant growth in smart driving applications, with year-on-year increases of 63% and 55% respectively [5] - BYD announced that all new cars produced after 2025 will be equipped with smart driving features, potentially transforming the automotive electronics supply chain [5] Group 4: Human-shaped Robots and Industry Development - The human-shaped robot industry is rapidly evolving, with many Chinese manufacturers planning to achieve mass production of hundreds to thousands of units by 2025 [12] - Despite rapid advancements in motion control, practical applications of human-shaped robots still require ongoing improvements in algorithms and hardware [12] Group 5: New Energy Storage Development - The new energy storage sector is experiencing rapid growth, with installed capacity increasing by 130% year-on-year, reaching 73.76 million kilowatts [13] - Various advanced technologies, including compressed air storage and sodium-ion storage, are making significant progress, although challenges such as investment returns and market competition remain [13][14] Group 6: Future Outlook for the Semiconductor Industry - The semiconductor industry is at a critical juncture, characterized by deep adjustments in demand, strengthened supply chain resilience, and expanding application scenarios [14] - Key challenges include rising risks from international trade frictions, mismatches between technology iteration speed and market demand, and cost pressures from regional supply chain restructuring [15]

Core Viewpoint - The recent launch of AI Agent product Manus has generated significant excitement in the tech industry, highlighting the potential for disruptive innovation across various sectors driven by AI technology [1] PART.01: AI Joint Exhibition Area - The 2025 Munich Shanghai Electronics Show will feature an AI Joint Exhibition Area, focusing on four key applications: smart driving, cloud computing and data centers, consumer electronics, and medical industry [2] PART.02: AI Technology Innovation Forum - An AI Technology Innovation Forum will be held during the exhibition, bringing together experts and industry representatives to discuss challenges and trends in next-generation AI chip architecture, data security, and the integration of AI with storage [4] Human-shaped Robot Exhibition Area - The exhibition will introduce a Human-shaped Robot Exhibition Area, showcasing the latest technologies and applications in humanoid robotics, providing a platform for industry innovation and commercialization [7] Human-shaped Robot Innovation Forum - A Human-shaped Robot Innovation Forum will take place, focusing on the latest humanoid robot technologies and their applications across various fields [12] Medical Electronics Innovation Forum - The International Medical Electronics Innovation Forum will explore breakthroughs and transformations in the medical electronics field, with discussions on AI applications in healthcare [24] Embedded Systems Innovation Forum - The International Embedded Systems Innovation Forum will feature discussions on new product designs and research achievements, emphasizing the role of AI in embedded systems [29] Event Schedule and Participation - The exhibition will host various thematic forums and activities, covering hot application markets such as electric vehicles, automotive electronics, humanoid robots, and AI technology [38]

Core Viewpoint - The article promotes an online seminar titled "Mastering High-Speed ADC" organized by Zhongxing Lianhua and ADI, focusing on advanced ADC/DAC technologies and their applications in various fields such as AI, autonomous driving, and satellite communication [1][6]. Group 1: Seminar Details - The seminar will feature expert insights from ADI on ADC/DAC technologies, addressing common challenges and testing pain points in high-speed ADCs [1][7]. - Participants will have the opportunity to engage with technical experts who will answer questions related to ADC chips and provide live demonstrations [1][7]. Group 2: Expert Introductions - Zhang Qi, a senior FAE manager at ADI, has extensive experience in RF microwave and high-speed converter development, focusing on technical support for major clients in the industrial and aerospace sectors [3]. - Su Shuijin, the technical support director at Zhongxing Lianhua, has over 20 years of experience in electronic testing and measurement, specializing in various testing instruments and applications [5]. Group 3: High-Speed ADC Insights - High-speed ADCs are critical in fields like 5G communication, medical imaging, and industrial automation, where their performance directly impacts system accuracy and efficiency [6]. - ADI has launched the MxFE series high-speed signal processing platforms, including the AD9988 and AD9986, which are designed for high bandwidth applications in 5G/6G base stations and satellite communications [6]. Group 4: Technical Focus - The seminar will cover the characteristics and core metrics of the MxFE series products, explaining the basic principles and challenges of ADC technology [7]. - Key testing parameters such as phase noise and harmonics will be discussed, along with their physical significance and testing logic [7].