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].

以下文章来源于芯世相 ，作者三分浅土 芯世相 . 芯片电子元器件IC半导体分销教科书式必读公众号【芯世相】；缺芯片，销库存，保品质，市场行情早 知道，尽在芯片超人。加我：chrisjiang08 申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 "今天买的TI都是高价买的，还好客户接受了。" " 今天要买几颗ADI物料，前一阵报价14今天25，没得讲还是旧DC。 " 关税政策发布之后，芯片市场也随之躁动起来，其中，TI和ADI这两个美国品牌的芯片的表现更是 瞩目。 先是暂停报价，然后是全线涨价 ，涨价幅度还各不相同，让很多人搞不明白现在市场价到 底是多少。 不过到了现在，关税已经发布了几周，TI和ADI的行情似乎也发生了变化，甚至有分销商表示"要 货就出"， TI和ADI近期到底经历了什么？ 01 从翻倍涨价 到 要货就出 TI 和 ADI经历了啥？ 因为关税的原因，产地涉及美国的TI、ADI的芯片最近是真的火了。 但几周过去，市场也从一开始的混乱逐渐变得冷静，而TI与ADI在现货市场的行情也随着市场总体 情绪发生改变。 回看过去几个关键时间点，一个是4月10日，中国对美加征84%的关税政策正式生效， ...