【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...

[Core News] TSMC’s performance growth is strong, DRAM price increase encounters resistance from downstream1. TSMC’s Q2 revenue increased by 40% year-on-year, with advanced process revenue accounting for 67%TSMC released...

[Core Information] STMicroelectronics and Texas Instruments continue to adjust their performance, and automotive demand needs to recover1. STMicroelectronics’ Q2 revenue fell 25.3% year-on-year, and its full-year revenue...

[Core Information] Two major MCU original manufacturers announced their performance, TSMC’s advanced packaging is rumored to have increased prices1. NXP’s Q3 revenue was US$3.25 billion, -5% year-on-yearRevenue: $3.25 bi...

According to the latest data from market research firm IDC, the global smartphone market declined for the first time since 2023 in the first quarter of this year. Tight storage supply and the impact of the war in Iran ha...

Answer sheet of chip giant in the first half of the year: The stocking surge drives performance, cars and tariffs are still the focus (2025-07-30)The financial reports for the first half of 2025 of the three major head s...

[Core Information] AI boosts performance of leading distributors, Micron withdraws from mobile NAND field (2025-08-13)The demand for AI computing power has become the core engine of distributor performance. The structura...

1. Major merger: Skyworks+Qorvo creates a new RF giant worth US$22 billionOn October 28, the two leading radio frequency chips in the United StatesSkyworks and QorvoOfficial announcement of merger, new company valuation...

The recovery of the semiconductor industry is not an all-out prosperity, but a profound change led by AI. The financial reports of leading supply chain companies have become the best window to observe this trend.The late...

Since the beginning of the year, power semiconductors have officially launchedDomestic + international manufacturers raise prices simultaneously, combined with Nvidia’s performance exceeding expectations, memory chips en...