Click the blue text to follow us 1. The “Super Cycle” of Storage Chips in 2025: Why Focus on This Sector Now? The storage chip industry in 2025 has already transcended the old framework of the “inventory cycle” and has been propelled into a new “super cycle” by the AI wave. On one side, giants … Read more
1. There are indeed too many PCB printed circuit board stocks, totaling 32. Although the industry has begun to experience high prosperity, many companies still see a decline in net profits. This is because those not engaged in AI PCB are still facing intense competition, with gross margins only in the teens. After deducting expenses … Read more
Ding Tai High-Tech Research Summary: Emphasizing the benefits of PCB drill needles from downstream expansion and inflation logic, the proportion of high-end needles has increased, and prices have risen due to industry shortages. The company’s Q2 revenue reached 481 million yuan, a year-on-year increase of 26.64% and a quarter-on-quarter increase of 14.18%, with a net … Read more
There is not much to say about revenue and profit, which have seen significant growth, consistent with the performance forecast. Here are some other observations from the financial statements:1. Contract liabilities have reached a record high, currently at 40.99 million, five times higher than last year’s mid-year report, indicating strong demand;2. The amount paid for … Read more
This year, Texas Instruments’ price adjustments have become a hot topic in the industry. In March and again in August, two rounds of increases have already covered a range from thousands to tens of thousands of models. Many people are concerned—will prices continue to rise? My judgment is: Yes, prices will continue to rise! Let … Read more
Domestic chip startups are entering the final life-and-death test phase. In the “Chip Product Manager Alliance” group in China, a member raised a question: “Why are there still so many chip startups when half of the chip investment institutions have disappeared?” How should we view this question? First, we need to confirm whether the statement … Read more
Recently, Wuhan Guangju Microelectronics Co., Ltd., a filter IDM company that just completed a 189 million yuan B+ round of financing, published a letter to all employees. The letter pointed out that under the complex and changing global economic landscape, the company faces multiple challenges including intense industry competition, difficulty in maintaining orders, low-price competition … Read more
Core Insights ◾ ‘U-shaped bottom’ is rising, and market conditions are gradually improving Leading global analog companies TI and ADI reported a year-on-year revenue increase in Q1 2025, emerging from a U-shaped bottom, primarily driven by high-growth sectors such as automotive, industrial, and communication equipment, offsetting the seasonal weakness in the personal electronics market. Companies’ … Read more