【芯资讯】ADI业绩降低、铜箔基板传起涨、存储原厂增产保守1. ADI 2024财年第二财季营收同比大降，业绩符合预期模拟器件原厂ADI（亚德诺半导体）最新发布2024财年第二财季财报，核心财务数据均出现同比大幅下滑，但整体业绩符合市场预期。财报显示，该季度ADI营收达21.59亿美元，同比降低33.8%；净利润3.02亿美元，同比大幅下降69.1%；毛利率降至54.7%，同比减少11个百分点。累计数据方面，本财年前六个月，ADI累计收...

【芯资讯】全球 IC 产能稳步扩容，国内半导体产能持续放量上行1. SEMI：全球晶圆产能 2024 年增 6%，国内保持两位数高增SEMI 最新预测，以 8 英寸当量计算：2024 年全球半导体晶圆产能增长 6%，2025 年再增 7%，刷新至每月 3370 万片历史新高；中国大陆 2024 年产能 ** 增长 15%** 至每月 885 万片，2025 年续增 14% 达 1010 万片，接近全球总产能三分之一。细分赛道：晶圆代工：...

[Core Information] The silicon carbide track is accelerating its involution, and the leading original manufacturers are increasing their vertical integration to seize the long-term pattern.Xiaomi cars become popular800V...

Xinchuan Micro Guest IC Trading Network: Continuously strive for excellence in services and efficiently perform supply chain functionsIntroduction: Passive and discrete device distribution has both breadth and depth, cov...

Financial reports of leading distributors reveal that cyclical differentiation points to where the growth liesThe financial reports of the four leading distributors have been fully disclosed. Among them, the performance...

Quick overview of hot search materials: Server / Radio Frequency / Communications / AIThe current electronics market is in the traditional off-season, but the peak season is expected to heat up;AI Server, Radio Frequency...

[Core Information] ADI is optimistic about quarter-on-quarter growth in the fourth fiscal quarter, and DRAM is expected to increase in overall priceADI Q3 revenue declines year-on-year, Q4 expected to pick up QoQ growthA...

IC trading network Hongmeng’s native application opens public beta, heading into the era of all-scenario intelligent connectivity1. Hongmeng ecological outlet, IC trading network takes the lead in layoutinHarmonyOS NEXT...

Officially welcoming Huawei’s native Hongmeng, IC Trading Network is the first to provide a high-quality mobile experience!On October 22, Huawei officially releasedNative Hongmeng HarmonyOS NEXT, marking the entry of Hon...

The strong alliance has made ADI possible, and hot materials have been released frequently recently!ADI has established its status as an analog giant through three key mergers and acquisitions. After the integration, the...