闪德资讯，一个聚焦关注存储产业供应链和趋势变化的垂直媒体。 在库存方面，第三季存货降至约101亿元，较第二季的121亿元明显下滑，显示库存持续去化，有助后续毛利率修复。 机构指出，随着国际主要竞争对手逐步退出市场，以及车载与工业控制市场需求回暖，旺宏营运前景趋于乐观。 特别是NOR Flash价格在上半年有望延续上涨态势，使旺宏有机会在上半年实现扭亏为盈的目标。 制程方面，SLC NAND将由36纳米转进19纳米，有助降低单位成本。 同时，国际大厂陆续退出MLC NAND市场，也将提升旺宏在eMMC与相关应用的出货机会。 据闪德资讯获悉，旺宏电子内部公布了最新业绩。 2025年12月合并营收金额为26.32亿新台币，金额达26.32亿，较11月的24.44亿增长7.7%，较2024年同期大幅增长44.9%。 累计第四季度合并营收为77.33亿，较第三季度下滑超5%，与2024年同期相比略有下降。 2025年全年合并营收达288.8亿，同比增长11.6%。 ...

大为股份在回答投资者提问时表示，公司全资子公司大为创芯主要产品覆盖DDR3、DDR4、LPDDR4X 及DDR5等DRAM产品，以及eMMC、BGA NAND Flash等Nand Flash产品，广泛应用于多个领域。公司 正积极推进LPDDR5认证与试产工作，开展高性能存储芯片产品及解决方案研发，为后续业务发展奠定 基础。具体经营情况请关注公司定期报告和临时公告。 ...

来源：芯世相 今年，存储芯片应该是现货市场最火爆的品类，价格一路上涨，市场情绪也仍在升温。可与此同时，假货、假标等问题似乎也在变多，风险正悄悄跟着热 度一起上涨。有分销商表示，自己短时间内已经遇到两起存储芯片标签异常。 阅读本文你将了解：存储芯片出现假标，到底咋回事？验货验标有哪些注意事项和细节？热闹的存储市场，发生了哪些变化？做存储的人越来越多，大家 都赚到钱了吗？ 01 热闹的存储市场 开始出现假标了 最近，有芯片分销商Amy向我们分享了两个案例。 第一个案例是Amy自己遇到的。前不久，Amy求购两颗热门存储芯片，一颗美光的8Gb的DDR3以及一颗三星8Gb的DDR4。一个熟悉的供应商说自己有 货，于是Amy便与他开始谈单。虽然是熟人，但保险起见Amy还是让对方先给标签拍张照片，然后把照片发给了公司的质检人员查看。 没想到，真的有问题。质检人员反馈，这个标签的格式和正常的不一样，怀疑是假标。当Amy去询问对方时，对方承认了换标，但否认是假货，声称是工 厂对这批货换标了。最终，Amy还是放弃了这笔单子。 另一个案例，是Amy熟悉的一个客户正在找一颗存储的料，又正好看见另一个认识的供应商在推这颗料，Amy想着 ...

阅读本文你将了解： 存储芯片 出现假标，到底咋回事？验货验标有哪些注意事项和细节？热闹的 存储市场，发生了哪些变化？做 存储的人越来越多，大家都赚到钱了吗？ 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 今年 ， 存储芯片应该是现货市场最火爆的品类，价格一路上涨，市场情绪也仍在升温。可与此同 时， 假货、假标 等问题似乎也在变多，风险正悄悄跟着热度一起上涨。 有 分销商表示， 自己 短 时间 内 已经 遇到两起存储芯片标签异常。 向供应商询问，结果对方坚持自己的货没问题，为了避免后续争执，这个单子也取消了。 两件案例的时间只隔了一个周末，好在都及时发现了问题，还没有签合同，也没有造成任何损失。 这两个案例都是从标签上看出了问题，Amy表示，质检人员说，两个都是标签格式有问题，而 且"假"得比较明显， "会看的人，一眼假"。 此外，近期在社交媒体上，也有很多人晒出了自己遇到的存储芯片的假货或假标事件。 他出示一颗海力士的存储颗粒，表示："明显是'盖了面'，盖的是8+1 （8G +1G ） 的海力士的 ...

近日，某存储企业（公司）通过特定对象调研及电话会议形式，接待了来自中泰证券、博普资产、摩根 士丹利、易方达基金等35家机构的调研。公司副总经理、董事会秘书许刚翎，投资者关系经理黄琦，投 资者关系资深主管苏阳春参与接待，就行业趋势、产品布局、供应链管理及技术研发等核心议题与机构 投资者进行深入交流。 投资者关系活动类别 特定对象调研、电话会议 时间 2025年12月23日（周二）10:00-11:00、16:00- 17:30；2025年12月26日（周五）10:00-11:30、14:00-15:30 地点 深圳市前海深港合作区南山街道听海大 道5059号鸿荣源前海金融中心二期B座2301 参与机构 中泰证券、博普资产、创金合信、混沌投资、前 海再保险、安信基金、泰达宏利、国源信达、摩根士丹利、国信自营、富荣基金、鹏华基金、橡果资 管、方正证券、恒越基金、易方达、前海人寿、远望角投资、开源资管、中盈蓝景、西部证券、华夏基 金、东吴证券、万家基金、盘京投资、国寿资产、弘毅远方、中信保诚基金、中邮基金、天弘基金、泰 康基金、大家资产、交银施罗德、平安基金、中海基金等35家 接待人员 副总经理、董事会秘书许刚 翎， ...

深圳市江波龙电子股份有限公司 投资者关系活动记录表 编号：2025-037 | 投资者关系活动 | √特定对象调研 □分析师会议 □媒体采访 | | --- | --- | | 类别 | □业绩说明会 □新闻发布会 □路演活动 | | | √电话会议 □现场参观 □其他 | | 参与单位名称及 | 中泰证券、博普资产、创金合信、混沌投资、前海再保险、 | | | 安信基金、泰达宏利、国源信达、摩根士丹利、国信自营、 | | | 富荣基金、鹏华基金、橡果资管、方正证券、恒越基金、易 | | | 方达、前海人寿、远望角投资、开源资管、中盈蓝景、西部 | | 人员姓名 | 证券、华夏基金、东吴证券、万家基金、盘京投资、国寿资 | | | 产、弘毅远方、中信保诚基金、中邮基金、国寿资产、天弘 | | | 基金、泰康基金、大家资产、交银施罗德、平安基金、中海 | | | 基金、国寿资产 | | 时间 | 年 月 日（周二）10:00-11:00 2025 12 23 | | | 2025 年 12 月 23 日（周二）16:00-17:30 | | | 年 月 日（周五）10:00-11:30 2025 12 26 | ...

Core Insights - The article discusses strategies and experiences shared at the Chip Distribution Club 2.0 annual closed-door conference, focusing on sales growth, market trends, and operational tactics in the chip distribution industry [1][4][10]. Sales Strategies - A case study highlighted how a distributor scaled sales from 500,000 to 50 million by effectively managing inventory and timing for purchases and sales [12]. - Another speaker shared insights on securing large orders quickly, emphasizing the importance of maintaining a strong reputation and customer relationships [12]. - Strategies for increasing sales from 1 million to 100 million with the same client were discussed, showcasing effective customer engagement techniques [16]. Market Trends - The conference addressed the current chip market dynamics, including the impact of price fluctuations and the need for distributors to adapt their strategies based on market conditions [6][4]. - The importance of understanding the memory market was emphasized, with predictions that it will remain a significant focus for the foreseeable future [6][4]. Operational Tactics - Speakers shared their experiences in building effective teams and organizational structures, with one speaker detailing how to establish a 65-person team in the first year [12]. - The article also covered how to design a sales process that effectively converts small orders into larger ones, identifying key stages in the sales chain [12][16]. Networking and Collaboration - The event facilitated networking among over 200 attendees from various regions, fostering collaboration and resource sharing [2]. - The format of the conference encouraged open discussions, allowing participants to exchange ideas and establish business connections [2][25]. Future Opportunities - The article suggests that certain application areas in the chip industry will be more promising in the coming year, urging attendees to keep an eye on these trends [1][4]. - The Chip Distribution Club 2.0 aims to provide ongoing education and resources to help members navigate the evolving landscape of the chip distribution market [19][20].

从业务布局看，此次收购有助于普冉股份与SHM形成多维度协同。普冉股份主要产品包括NOR Flash、 EEPROM和MCU，而SHM专注于SLC NAND、eMMC、MCP等高性能存储器。双方产品线可形成互 补，构建完整的非易失性存储芯片解决方案。 此外，普冉股份收入主要来源于中国市场，SHM则拥有成熟的海外销售网络，业务覆盖亚洲、欧洲和 北美等多地，整合后有望提升全球市场渗透能力。 近日，普冉股份(688766)宣布对珠海诺亚长天存储技术有限公司(以下简称"诺亚长天")剩余49%股权的 收购计划，本次交易完成后，诺亚长天将成为公司全资子公司，SHM将成为上市公司全资孙公司。此 举旨在最终实现对诺亚长天及其子公司SHM的全资控股，从而在技术与市场上产生深度协同。 资料显示，SHM是一家注册在中国香港的半导体企业，专注于提供高性能2D NAND及衍生存储器产品 及方案，核心竞争力为固件算法开发、存储芯片测试方案、集成封装设计、存储产品定制。因其产品具 有高品质性能，已广泛应用于工业控制、家电安防、可穿戴、智能终端等领域。SHM凭借卓越的产品 能力和工程能力，其高性能产品在全球市场具有较强的竞争力。 同时，通过本 ...

Core Insights - The acquisition of the remaining 49% stake in Noah Changtian by Purun Co., Ltd. (688766.SH) reflects a strategic move to enhance its competitive edge in the storage chip market through mergers and acquisitions [1][2] - The goal is to achieve full ownership of Noah Changtian and its subsidiary SHM, facilitating deep technological and market synergies [1] Business Integration - The acquisition will enable Purun Co. to form multidimensional synergies with SHM, as Purun's main products include NOR Flash, EEPROM, and MCU, while SHM focuses on high-performance storage solutions like SLC NAND, eMMC, and MCP [2] - This complementary product line aims to create a comprehensive non-volatile storage chip solution [2] - Purun Co. primarily generates revenue from the Chinese market, whereas SHM has an established overseas sales network covering Asia, Europe, and North America, which is expected to enhance global market penetration post-integration [2] R&D and Market Response - The transaction is anticipated to allow Purun Co. to leverage SHM's valuable experience in system optimization, advanced packaging testing, and mass production management, significantly shortening new product development cycles and improving product performance [2] - This strategic integration marks a new phase for Purun Co. in consolidating its position in the storage chip sector, aiming for strong synergistic effects in technology products and global markets [2]

Market Overview - The main board saw significant gains with companies like Bona Film Group (+10.02%), Tiantong Co., Ltd. (+10.02%), and Zhongci Electronics (+10.01%) leading the charge [1] - The ChiNext board also performed well, with Hengxin Oriental (+20.04%) and Online Offline (+20.00%) showing strong increases [1] - The Sci-Tech Innovation board was led by Dekeli (+20.00%) and Tengjing Technology (+10.54%) [1] - Active sub-industries included SW Printed Circuit Boards (+5.43%) and SW Communication Network Equipment (+3.68%) [1] Domestic News - Aibang ARAI announced that its 12-inch Micro OLED production line has successfully lit up, marking a new phase in silicon-based OLED product mass production [1] - Semiconductor Investment Alliance reported that Shengmei Shanghai has launched several devices compatible with HBM processes, including Ultra ECP 3D equipment for TSV copper filling [1] - United Microelectronics Corporation (UMC) signed a technology licensing agreement with imec for silicon photonics processes, aiming to target next-generation high-speed connectivity applications [1] - Baiwei Storage highlighted the increasing demand for high-bandwidth, low-latency storage chips in robotics, launching products suitable for embodied intelligence [1] Company Announcements - Shenzhou Information disclosed a plan for its controlling shareholder to reduce holdings by up to 28,827,300 shares between December 31, 2025, and March 30, 2026 [2] - Saiwei Microelectronics announced a share reduction plan by Shanghai Lingguan, intending to reduce up to 14,500 shares for personal funding needs [2] - Juguang Technology reported the completion of a share reduction by shareholder Wang Donghui, decreasing his stake from 6.6427% to 3.6427% with a total reduction amounting to 323 million yuan [2] - Zhangyue Technology received a cash dividend of 4.99 million yuan from its associate company, which will positively impact its 2025 financial performance [2] Overseas News - DNP successfully developed a nano-imprint lithography (NIL) template with a line width of 10nm, meeting the miniaturization needs for advanced logic semiconductors [2] - Omdia reported a 3% year-on-year increase in global wearable wristband shipments in Q3 2025, reaching 54.6 million units, with market value rising by 12% [2] - IBM announced an acquisition of Confluent for $11 billion, aiming to integrate it into its software division to enhance AI-driven data platforms [2] - The U.S. government allowed NVIDIA to export its H200 AI chips to China under certain conditions, including a 25% revenue share for the U.S. [2]