两家半导体公司宣布芯片涨价。 1月27日晚间，中微半导（688380.SH）在官方微信号发布了涨价函，表示鉴于当前严峻的供需形势以及巨大的成本压力，经过慎重研究，决定于即日起 对MCU、Nor flash等产品进行价格调整，涨价幅度为15%至50%。 对于涨价原因，中微半导表示，受当前全行业芯片供应紧张、成本上升等因素的影响，封装成品交付周期变长，成本较此前大幅度增加，框架、封测费用 等成本也持续上涨。 中微半导还强调，如果后续成本再次发生大幅变动，价格也将跟进调整。 中微半导体（深圳）股份有限公司是一家以微控制器（MCU）研发与设计为核心的平台型芯片设计公司，为消费电子、智能家电、工业控制及汽车电子 等领域提供芯片级一站式整体解决方案。 截至27日收盘，中微半导股价报45.71元/股，最新市值为183亿元。 另外，据上海证券报报道，国科微（300672.SZ）已对客户发出涨价函，宣布自1月起对合封512Mb的KGD（已知合格芯片）产品涨价40%，对合封1Gb的 KGD产品涨价60%，对合封2Gb的KGD涨价80%，对外挂DDR的产品价格另行通知。 中微半导近日公告显示其业绩爆发，预计2025年归属于上市公司 ...

国科微还表示，对于第二季度的价格涨幅，公司会根据第二季度KGD的涨幅进行调整，具体执行策略 另行通知。 互动易显示，国科微在1月初回复投资者时表示，AI时代下，多模态应用与企业级存储需求呈现爆发式 增长成为存储市场价格上涨的主要原因之一。相关报道显示，存储芯片的涨价风暴可能影响整个芯片品 类和电子产品制造链。 公司在日常经营中充分考虑市场需求、原材料成本周期、在手订单及库存等多 种因素，综合运用产能合作、提前备货、锁价等方式降本增效，并根据市场情况制定、调整价格策略， 及时满足下游客户需求，保障公司及股东利益。 同时，公司也正规划SoC平台DDR适配提速工作。 记者从产业链了解到，既存储芯片大幅涨价后，已有模拟芯片公司开始对部分产品进行涨价。 继存储芯片接连涨价后，芯片涨价的公司、品类都在扩容。 1月27日晚间，中微半导在官方微信号发布了涨价函，表示鉴于当前严峻的供需形势以及巨大的成本压 力，经过慎重研究，决定于即日起对MCU、Nor flash等产品进行价格调整，涨价幅度为15%至50%。 对于涨价原因，中微半导表示，受当前全行业芯片供应紧张、成本上升等因素的影响，封装成品交付周 期变长，成本较此前大幅度增 ...

Group 1 - The core viewpoint of the articles is that both Guokewai and Zhongwei Semiconductor have announced price increases for certain chip products due to supply chain pressures and rising costs [1][3] - Zhongwei Semiconductor has issued a price adjustment notice stating that the price of MCU and Nor flash products will increase by 15% to 50% starting immediately [1] - Guokewai has informed customers of significant price hikes for KGD products, with increases of 40% for 512Mb, 60% for 1Gb, and 80% for 2Gb products, effective from January [3] Group 2 - The semiconductor industry is experiencing a tightening supply situation, leading to longer delivery cycles and increased costs for packaging and testing [1] - The stock market reflects positive sentiment in the semiconductor sector, with Guokewai and Zhongwei Semiconductor shares rising by 5.91% and 6.35% respectively [3] - Guokewai has indicated that it will adjust prices for the second quarter based on the price increases of KGD products in that period, with specific strategies to be announced later [3]

Group 1 - The core viewpoint of the article highlights that both Guokewi and Zhongwei Semiconductor have announced price increases for certain chip products due to supply chain pressures and rising costs [1][3] - Zhongwei Semiconductor's price adjustment ranges from 15% to 50% for products like MCU and Nor flash, citing longer delivery cycles and increased packaging and testing costs [1] - Guokewi has issued a price increase of 40% for 512Mb KGD products, 60% for 1Gb KGD products, and 80% for 2Gb KGD products, with further adjustments planned for the second quarter based on market conditions [3] Group 2 - The semiconductor sector has seen a positive market response, with both A-share and Hong Kong stock markets experiencing gains, particularly Guokewi rising by 5.91% and Zhongwei Semiconductor by 6.35% [3]

公开资料显示，中微半导是国内领先的智能控制解决方案供应商，以微控制器（MCU）研发与设计为 核心，专注于芯片设计与销售，致力为消费电子、智能家电、工业控制及汽车电子等各类智能终端设备 提供高性能、低功耗、高集成度的芯片产品及系统解决方案。 据产业链消息，另一家半导体公司国科微也对客户发出涨价函，国科微宣布自1月起对合封512Mb的 KGD（已知合格芯片）产品涨价40%，对合封1Gb的KGD产品涨价60%，对合封2Gb的KGD涨价80%， 对外挂DDR的产品价格另行通知。 公开资料显示，国科微长期致力于智慧超高清、智慧视觉、人工智能、车载电子等领域大规模集成电路 及解决方案开发。公司已推出了直播卫星高清芯片、4K/8K超高清解码芯片、4K/8K超高清显示芯片、 AI视觉处理芯片、车载AI芯片等一系列拥有核心自主知识产权的芯片。 中微半导、国科微2家半导体公司相继发出涨价函，公司旗下部分芯片产品将不同程度涨价。 中微半导今日发布的涨价通知函显示，受当前全行业芯片供应紧张、成本上升等因素的影响，封装成品 交付周期变长，成本较此前大幅度增加，框架、封测费用等成本也持续上涨。鉴于当前严峻的供需形势 以及巨大的成本压力， ...

Core Insights - Two semiconductor companies, Zhongwei Semiconductor and Guoke Micro, have issued price increase notices for their chip products due to tight supply and rising costs in the industry [1][2]. Group 1: Price Increases - Zhongwei Semiconductor announced a price adjustment for products such as MCU and Norflash, with increases ranging from 15% to 50% effective immediately [1]. - Guoke Micro will raise prices for its KGD products starting in January, with increases of 40% for 512Mb, 60% for 1Gb, and 80% for 2Gb products [1]. Group 2: Company Profiles - Zhongwei Semiconductor is a leading provider of intelligent control solutions, focusing on the research and design of microcontrollers (MCUs) and offering high-performance, low-power, and highly integrated chip products for various smart terminal devices [1]. - Guoke Micro specializes in large-scale integrated circuits and solutions in fields such as smart ultra-high definition, smart vision, artificial intelligence, and automotive electronics, with a range of proprietary chips including 4K/8K decoding and AI vision processing chips [2].

Core Insights - The article discusses the challenges faced by companies in managing excess inventory, particularly in the semiconductor industry, highlighting the financial burden of storage and capital costs associated with unsold materials [1] - It emphasizes the services provided by a company called "Chip Superman," which has successfully served 22,000 users and offers rapid inventory clearance solutions [2][10] - The article lists various semiconductor components available for sale at discounted prices, indicating a significant inventory of over 50 million chips valued at over 100 million [9] Group 1: Inventory Management - Companies are facing substantial costs due to excess inventory, with monthly storage and capital costs amounting to at least 5,000, leading to potential losses of 30,000 after six months [1] - There is a need for effective promotion strategies for unsold materials to mitigate financial losses [1] Group 2: Services Offered - "Chip Superman" has a robust operational capacity with a 1,600 square meter smart storage facility, housing over 1,000 different models and 100 brands of chips [9] - The company guarantees quality control (QC) for each component, ensuring reliability for customers [9] Group 3: Sales and Discounts - The article highlights a range of semiconductor components available for sale, including various models from brands like MICRON, SAMSUNG, and INFINEON, with quantities ranging from thousands to millions [5][6] - The company is actively promoting discounted sales to clear inventory, with transactions completed in as little as half a day [2][10]

Core Insights - The article discusses the rising demand and prices of various storage chips in December, highlighting specific models that have seen significant price increases and market interest [3][8][24]. Group 1: NOR Flash and eMMC - The NOR Flash model W25Q128JVSIQ has seen its market heat rise to new highs, with prices around 6 yuan, indicating strong demand and sales [3][6]. - The eMMC chip KLM8G1GETF-B041 has experienced a dramatic price increase from approximately 28 yuan in May to around 70-80 yuan in December, representing a rise of about 150%-186% [8][10]. Group 2: Gyroscope and MCU - The gyroscope ICM-42688-P has maintained high demand, with prices nearing 30 yuan, up from a typical price of 9 yuan [13][15]. - The STM32F407 and STM32F103 series MCUs have also seen increased interest, with prices for STM32F407VET6 stabilizing around 12 yuan and STM32F103RCT6 rising from 7 yuan to 8-9 yuan [17]. Group 3: Other Notable Chips - The GD25Q128ESIGR NOR Flash has reached a new high price of nearly 4 yuan, with reports of it being in high demand and difficult to procure [20][23]. - The DDR3 chip MT41K256M16TW-107:P has seen its price rise to over 20 yuan, up from 6-10 yuan earlier in the year [24]. - The ADL5385ACPZ has experienced a surge in market interest, with prices around 40-45 yuan, influenced by a price increase notice from the manufacturer [27].

Group 1 - The article highlights the issue of excess inventory, with a specific example of a batch of 100,000 units incurring monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 after six months [1] - Chip Superman has served a total of 22,000 users and offers discounted inventory clearance, with transactions completed in as little as half a day [7] - The company has a smart warehouse covering 1,600 square meters, with over 1,000 stock models from 100 brands, totaling 50 million chips valued at over 100 million [6] Group 2 - The article lists various surplus materials for sale, including specific brands and models, with quantities ranging from 4,000 to 240,000 units [4] - It also includes a request for specific components, indicating demand for various models from brands like Micron and TI, with quantities needed ranging from 1,000 to 20,000 [5] - The company promotes its services through a mini-program and a web portal for easier access to inventory and purchasing options [8][9]

Group 1 - TSMC's advanced process is expected to increase prices by 3-10% [1] - Google's TPU production capacity is below expectations, with only 360,000 units allocated out of a demand exceeding 510,000 units [1] - The upcoming 2nm CPUs are anticipated to see price increases as well [1] Group 2 - Businesses in Huaqiangbei are stockpiling CPUs in response to the anticipated price hikes [1] - Price increases at Zhongji Semiconductor are also expected [1] - Companies like Wallen Technology and Moer have significantly raised funds, intensifying competition for production capacity [1]