【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】欧盟将加征国产电动车关税、博通营收大增1. 欧盟7月初将加征中国进口电动车关税，最高达38.1%据财联社消息，欧盟委员会6月12日发布公告，若无法与中方达成解决方案，将于7月4日左右对自中国进口的电动汽车加征额外关税，最高税率达38.1%。具体关税细则：对比亚迪加征17.4%、吉利汽车加征20%、上汽集团加征38.1%；其他中国电动汽车制造商统一加征21%；进口自中国的特斯拉汽车或将适用单独税率，具体标准尚未明确。2. 博通Q...

[Core News] ON Semiconductor lays off staff to optimize manufacturing network, mature process wafer foundry halts decline1. ON Semiconductor laid off 1,000 employees + merged 9 factories to optimize manufacturing network...

In mid-July, the Western Electronics Expo will be held in Chengdu, where more than 100 specialized and new enterprises will appear.As the core support of the electronic information industry, electronic components have ri...

[Core News] AI applications push up the price of copper foil substrates, and TSMC’s advanced technology and packaging are reported to increase prices again1. Mid- to low-end CCL prices rose nearly 10% due to tight produc...

【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 News] AI boosts memory demand, Samsung resumes investment in new semiconductor factories1. AI-driven storage demand surges, Samsung resumes investment in Pyeongtaek P5 semiconductor plantAccording to the Science an...

The countdown to the Western Electronics Expo begins!Audience pre-registration is in progress!🔥 The countdown to the annual event of the Western Electronic Information Industry begins!🔥The 12th China (Western) Electron...