1. The explosion of new energy vehicles has ushered in a blue ocean worth hundreds of billions in the wiring harness market.Global sales surge: Global electric vehicle sales will reach 14 million units (+35%) in 2023, ac...

【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...

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...

[Core Information] The rise in flash memory bit shipments will encounter obstacles, and TSMC’s 3nm shipments will reach a peak1. NAND flash memory: unit prices continue to rise but bit shipments are hampered, putting gro...

[Core News] AI drives Marvell chip prices to rise, Nvidia GB200 orders surge1. Price increases for Marvell’s entire product line, effective in early 2025time: From January 1, 2025Price increases across the boardReason: A...

[Core Information] Domestic semiconductor mergers and acquisitions are on the rise: EDA integration, automotive simulation enhancements, storage price increases and AI chips are in syncDomestic semiconductor industry foc...

Case study on upgrading the supply chain security system: deepening enterprise collaboration and activating new drivers of cost reduction and efficiency improvementIn the context of the accelerated development of new pro...

Share value and win the future, benchmark enterprise security supply chain solutions gather in the city of innovationIn the context of the rapid development of artificial intelligence, new energy, and low-altitude econom...

Wingtech’s broken arm, Vail’s name change, and the rise of domestic AI chips: six major strategic shifts in the semiconductor industry (2025.5.20)This week’s core highlights:Wingtech completely divested ODM, Vail shares...

Interface chips are becoming popular again: American brands fluctuate violently, and domestic interface chips are strongly on the riseRecentlyRS-485/RS-422, digital isolation, serial communicationThe demand for interface...