1.ADICancel Wenye's agent and disclose the final delivery deadline

According to an international e-commerce report on the 6th, people familiar with the matter revealedADIWen Ye's agency rights have been cancelled.

Wen Ye took the initiative to issue a statement, "According toADINotice that the last date for the Company to deliver ADI products to your company is July 26, 2025; In addition, ADI requires that the Company must issue all purchase orders to ADI at the latest in late April. In order to ensure that the supply of your company's ADI products remains smooth during the agency's business transfer, the Company will immediately conduct close contact and communication with the responsible company: confirm all ADI products requirements of your company and complete your purchase order operations by mid-April.”

at present,ADIThere are only two authorized agents left in the mainland:China Power PortAnd the dragon.

2.ONSEMIAnnounces acquisition of Allegro, which rejects

ONSEMIIt was recently disclosed that it plans to acquire Allegro MicroSystems for US$35.1 per share and a total of US$6.5 billion.

ONSEMIPresident and CEO Hassane El Khoury said the merger of ON Semi and Allegro will bring two highly complementary businesses together to benefit their respective customers and bring instant value to Allegro shareholders, the Allegro team atcarand the industrial end market have established an impressive leadership position in the fields of magnetic sensing and power supply ICs.Allegro's unique product portfolio and ON Semi's differentiated smart power and sensing technology will work together to create automotive, industrial andAIDiversified leader in data center applications.

ONSEMIThe Allegro team iscarand the industrial end market have established an impressive leadership position in the fields of magnetic sensing and power supply ICs.ON Semi has formed an experienced consulting team to prepare to complete due diligence quickly and effectively and negotiate a final agreement agreed upon by both parties.

However, according to Cailianshe on the 6th, Allegro refusedONSEMIThe $6.9 billion acquisition offer said the offer was "inadequate".

3.MarvellData center business revenue increased by nearly 90% in the whole fiscal year

MarvellThe fourth quarter of fiscal year 2025 (ends February 1) and the full year have been announced recentlyFinancial report, revenue in the fourth quarter was US$1.817 billion, a year-on-year increase of 27% and a month-on-month increase of 20%; net profit was US$200 million, turning losses into profits both year-on-year and month-on-month; data center revenue in the quarter was US$1.366 billion, a year-on-year increase of 78.5%, mainly due to AISC and optical module DSPchipDriven by growth.

MarvellRevenue for the whole fiscal year was US$5.767 billion, a year-on-year increase of 5%; GAAP net loss was US$885 million, a decrease of 5% over the previous year; data center revenue increased by 88% to US$4.164 billion, enterprise networks, operator infrastructure, consumer andcar/Industrial businesses both declined.Marvell is looking forward to revenue of US$1.875 billion in the first quarter of fiscal 2026, up and down 5%.

4.SK HynixClose CIS department and employees transfer to AIstoragefield

According to IT Home, it has compiled several Korean media reports.SK HynixInternal announcement that it will close its CIS department, and the team's employees will be transferred to AIstorageinstrument field.SK HynixSaid the move is to consolidate its role as the world's leading AIchipThe status of the enterprise.

SK HynixIt says its CIS team has onlystoragechipLogical process technology and custom business capabilities that cannot be obtained by the business.And in storage and logicsemiconductorIn today's highly integrated world, only by aggregating the CIS team and storage department into one whole can the enterprise's AI memory competitiveness be further enhanced.

Compared with the three giants in the CIS market, SonySamsung, Howie,SK HynixIt is relatively weak and has poor profitability. The scale of CIS manufacturing investment and R&D expenditure has been reduced.

5. Hangzhou Gallium Ren Releases First 8-inch Gallium Oxide Single Crystal

Hangzhou GarensemiconductorIt was announced on March 5 that the world's first fourth-generation semiconductor gallium oxide 8-inch single crystal was released.Gallium-ren Semiconductor successfully achieved the growth of 8-inch gallium oxide single crystals using a completely independent and innovative casting method, and can process wafer substrates of corresponding sizes.

This achievement marks GaNsemiconductorIt has become the first company in the world to master the growth technology of 8-inch gallium oxide single crystals, setting a global record for the size of gallium oxide single crystals, and also setting an industry record of upgrading one size every year from 2 inches to 8 inches.

6. Neusoft Carrier: The subsidiary is based on the RISC-V corechipProducts have generated revenue

According to Cailianshe, Neusoft Carrier announced that based on the abnormal fluctuations in the company's stock trading prices, the company has noticed the recent "RISC-V architecture".chipThe concept has attracted much attention from the market.

After verification and explanation by the company, the company's wholly-owned subsidiary Shanghai Neusoft Carrier Microelectronics Co., Ltd. has launched a RISC-V core based on thechipThe research and development of products has been mass-produced and has formed revenue, and the proportion of the company's operating income is extremely small. The application areas of related products include smart grids, white goods, industrial control,Internet of Things, consumer electronics, energy storage inverter, etc.The above matters will not have a significant impact on the company's 2025 performance.Investors are advised to make rational decisions, invest prudently, and pay attention to investment risks.