【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】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] 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：...

A summary of the recent price increases: AI dominates the IC cycle, benefiting the high net worth sector greatlyThe destocking process has been going on for a long time, and it is on the eve of the traditional peak seaso...

[Core Information] TSMC’s advanced technology plans to increase prices, ON Semiconductor and GlobalFoundries successively acquire and strengthen technology1. TSMC will adjust prices for advanced processes next year, and...

[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] Microchip launches 64-bit MPU, revenue of two major distributors increases significantly1. Microchip releases PIC64GX, officially entering the 64-bit MPU trackMicrochip launches newPIC64GX series, its...

[Core Information] The peak season market in the third quarter is expected, and Murata and TDK inductor materials are planning to increase prices.First-line passive component manufacturers such as Murata and TDK plan to...

[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...