【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] 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...

WBE2025 World Battery and Energy Storage Industry ExpoThe 10th Asia-Pacific Battery Exhibition/Asia-Pacific Energy Storage Exhibitiontime: August 8–10, 2025location：Guangzhou·Canton Fair Complex Area A (13 pavilions)Posi...

[Core Information] Hynix cuts NAND production, Infineon deploys backend in Thailand, storage and power devices face structural adjustment1. Storage market: Hynix takes the lead in reducing production, and NAND prices can...

[Core Information] Analog chip recovery, storage technology iteration, and global production capacity transferCore highlights：ADIs earnings beat expectations, confirming industry recovery、Three major original manufacture...

[Core Information] Samsung introduces Yangtze River storage patents, AMD sells server factories, and Loongson 3C6000 is about to be releasedCore highlights：Yangtze Memory patent adopted by Samsung、AMD quickly resells ser...

[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...

AI power supply revolution, storage price increase, advanced packaging expansion: five core trends in the semiconductor industry (2025.5.22)This week’s industry focus is onAI data center 800V high-voltage DC power supply...

Simulation recovery, AI power supply, storage advancement: the semiconductor industry is blooming in many places (2025.5.23)This week’s core news revolves aroundAnalog chip cycle recovery, AI data center power supply rev...

Storage, materials, and power devices move together: AI and automotive electronics drive changes in the semiconductor industry chain (2025.5.28)This week’s core news focusStorage technology iterations, advanced packaging...