【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 Information] Hedge Funds VS. Texas Instruments: The core controversy between self-operated production and outsourcingRecently, the semiconductor industry has staged a game over its core business model: activist hed...

【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 News] ON Semiconductor invested heavily to expand production after layoffs, and the Czech Republic built a new vertically integrated silicon carbide production line1. ON Semiconductor invests US$2 billion in the Cz...

[Core Information] Japan’s semiconductors are expanding production intensively, and TSMC’s price increase is accepted by customers1. Japan’s eight major manufacturers will invest 5 trillion yen in 5 years, focusing on po...

[Core Information] Device-side AI is ushering in its first year of explosive growth, and MCU/MPU giants are iterating new products to seize industry opportunities.In addition to the rapid development of cloud large model...

[Core News] ASML revenue declines year-on-year, Samsung focuses on storage production line layoutASML Q2 revenue fell by nearly 10% year-on-year, with new orders of 5.6 billion eurosASML releases second quarter 2024 resu...

List of concurrent forums at the 2024 Munich South China Electronic Production Equipment Exhibition2024 South China International Intelligent Manufacturing, Advanced Electronics and Laser Technology Expo (LEAP Expo)Munic...

Registration for enterprise groups at Munich South China Electronic Production Equipment Exhibition opens2024 South China International Intelligent Manufacturing, Advanced Electronics and Laser Technology Expo (LEAP Expo...

库存修正与产能规划，IC 原厂传递一手信息四家主流 IC 原厂陆续发布 2024 年第二季度财报，覆盖模拟、数字各大领域，从营收利润、库存水位、库存修正进度及中长期产能规划，可清晰观察消费、汽车、工业等终端市场冷暖，为行业需求走势提供一手参考。一、德州仪器（TI）24Q2 营收 38.22 亿美元，同比下滑 15.6%、环比增长 4.4%；净利润 11.27 亿美元，同比下滑 34.6%、环比小幅上行；毛利率 57.85%，同比回落 6...