Apr. Click the blue text to follow us 2025.04 Source: Content compiled from theelec, thank you.This article is brought to you by Semiconductor Industry Insights (ID: ICVIEW)In Europe, Infineon leads with a market share of 14.1%, surpassing the second place in 2023. According to the latest report from TechInsights, Infineon Technologies ranks among the top … Read more
The tech industry has recently been buzzing!First, chip giant NVIDIA suddenly imposed an “indefinite sales ban“, saying goodbye to its latest H20 chip, which will no longer be sold to China, Israel, and a few other countries!Over in the Netherlands, they seemed to have a “telepathic” connection, immediately following suit by announcing restrictions on the … Read more
Trading is a process that combines both strategy and technique, and it is also a form of practice.Both technology and skill are indispensable.!Value is limited, growth is guided, and cycles have their principles, while themes are boundless!In the stock market, one must act in accordance with the trend, combining strategy and technique, managing positions, investing … Read more
This article is brought to you by Semiconductor Industry Insights (ID: ICVIEWS). Spot prices have already begun to recover. According to TrendForce, NAND Flash suppliers are expected to increase production cuts in Q4 to accelerate inventory reduction. It is estimated that the average price of NAND Flash in Q4 may stabilize or slightly increase, with … Read more
Why will analog chips experience a double boost?1. Tariff policies catalyze accelerated domestic substitutionThe US-China tariff confrontation: In April 2025, the US will impose a 34% tariff on semiconductor products from China (combined with previous rates, the total reaches 54%), and China will retaliate with a 145% tariff on US chip imports. This move directly … Read more
Click ↑ the blue text to follow us Set “Starred” to avoid missing updates According to TrendForce’s research, after significant production cuts by American and Korean manufacturers starting in May, some suppliers have begun to raise wafer prices, with quotes for the Chinese market slightly higher than the transaction prices in March and April. Therefore, … Read more
Due to increased demand from SSDs and servers, the price of NAND Flash memory has risen for the first time in 16 months. However, the market anticipates that this increase may be temporary, with a potential decline as early as next year. According to a report by Nikkei News on the 23rd, the wholesale price … Read more
What data and rankings are worth noting this week? IDC: 2024 Ezviz Retains Top Spot in Global Consumer Camera Shipments According to IDC’s “Global Smart Home Device Market Quarterly Tracking Report (Q4 2024)”, global smart camera shipments (including consumer-grade indoor and outdoor cameras, including carrier channels) are expected to reach 137 million units in 2024, … Read more
Recently, Texas Instruments announced its Q4 2022 financial report, but the data and signals released were rather bleak. In terms of revenue, the quarter ended its streak of nine consecutive quarters of sequential growth. Additionally, due to an increase in order cancellations from Texas Instruments’ customers, the analog and logic semiconductor markets are expected to … Read more