【芯资讯】AI 算力驱动分销与存储复苏，英伟达 H20 重启、博通发力 AI 网络（2025.7.16）本期核心看点：AI 算力需求持续引爆产业链，全球分销商业绩两位数高增、存储厂商出货量上调；英伟达 H20 恢复对华销售、博通发布 AI 专用交换芯片，国产氮化镓、电机驱动芯片同步突破。一、分销商业绩：AI 服务器拉动，双雄上半年两位数增长1. 大联大：上半年营收近 5000 亿新台币，年增 28.1%6 月营收：832.1 亿新台币（...

Changes in the IC distribution industry (June-July 2025): Triple leaps in scale, technology, and profitsIn the middle of 2025, the IC distribution industry has entered a period of deep restructuring: the leaders have inc...

2026 chip distribution strategy: forging technology, supply chain and digital comprehensive competitivenessAt the beginning of 2026, chip price increases will hit. The core driver is the industrial structural adjustment...

Since the beginning of 2026, the price increase in the electronic components industry chain has continued to spread. The two international giants TI and NXP have successively announced that they willComprehensive price a...

Rudroli(Rutronik Elektronische Bauelemente GmbH)And custom laser and optoelectronic component manufacturers from GermanyLaser Components GmbHSigned a global distribution agreement，Covers all products of this manufacturer...

According to Digitimes, MediaTek is looking for opportunities to put its chips into high-end smartphones. According to a report released yesterday, the Taiwan chip manufacturer has been in dialogue with smartphone manufa...