1.MicrochipRevenue continues to decline, inventory levels are controlled

MicrochipThe fourth quarter of fiscal year 2025 (as of March 31) and the full fiscal year were announced on May 8 local time.Financial Report.In the fourth quarter,MicrochipRevenue was US$970 million, a year-on-year decrease of 26.8% and a month-on-month decrease of 5.4%. GAAP net loss was US$157 million, a profit of US$155 million in the same period last year and a loss of US$53.6 million in the previous quarter.The revenue of the whole fiscal year was US$4.402 billion, a year-on-year decrease of 42.3%; GAAP's net loss was US$2.7 million, and its profit was US$1.907 billion last year.

MicrochipCEO and President Steve Sanghi said a key highlight of the quarter was the company's inventory reduction strategy, with overall inventory reduction of $62.8 million, distribution inventory reduction by 4 days to 33 days, and the number of days on the balance sheet inventory decreased by 15 days from the December 31, 2024 level.As the company's manufacturing optimization action approaches completion, inventory is expected to drop significantly in the June quarter.

2.InfineonRevenue fell slightly year-on-year, and orders did not slow down

InfineonAnnounced on May 8 for the second quarter of fiscal year 2025 (as of March 31)Financial Report, revenue was 3.591 billion euros, a year-on-year decrease of 1% and a month-on-month increase of 5%; gross profit margin was 38.7%, a year-on-year decrease of 1.1 percentage points and a month-on-month decrease of 0.5 percentage points; profit was 601 million euros, a year-on-year decrease of 15% and a month-on-month increase of 5%.carBusiness revenue was 1.858 billion euros, an increase of 6% over the previous quarter.

InfineonCEO Jochen Hanebeck said Infineon performed well in the second quarter. For the annual outlook, as there is still no sign of slowing orders, only the impact of tariff policies can be estimated, it has lowered its expected revenue for the fourth quarter of fiscal 2025 by 10%, and is currently expected to decline slightly from the previous year.

3.SamsungMemory products are raising prices and reaching agreement with customers

According to Kuai Technology, according to the latest news from the supply chain,SamsungElectronics and major customers will increase DRAM and other products at the beginning of this monthstorageThe price was agreed.

Sources saidSK HynixDRAM price has been raised by 12% recently.Before that, there was a messageSamsungCompany leadership will increase memory for major global customerschipPrice, increase by 3-5% from the current level.

One who wishes to be namedsemiconductorIndustry insiders said: "The supply is oversupply throughout the year, but as major companies start to cut production, the supply has recently declined.SamsungAfter the price increase, negotiations on some new contracts have begun.

4.TSMCRevenue in April increased by more than 20% month-on-month to NT$349.567 billion

Wafer foundryTSMCIt was announced on the 9th that the consolidated revenue in April 2025 was approximately NT$349.567 billion, an increase of 22.2% from the previous month and 48.1% from the same period last year. The cumulative revenue from January to April 2025 was approximately NT$1188.821 billion, an increase of 43.5% over the same period last year.

5. Institution: The risk of uncertainty in the peak season of the MLCC market increases in the second half of the year

According to Cailianshe, according to the latest MLCC research report of TrendForce, as the risk aversion and wait-and-see mentality of enterprises and terminal markets is increasing day by day, the supply and demand rhythm of MLCC in the first half of 2025 was disrupted, and the risk of "the peak season is not prosperous" in the second half of the year also increased.

According to the agency's investigation, OEM and ODM have successively shipped North American Chromebooks and some consumer laptop orders to the first quarter, resulting in unexpectedly dull momentum in stocking in the traditional educational laptop peak season starting in April.Judging from the number of orders forecast for Dell and HP Education laptops for the second quarter, the average quarterly decline was 20% to 25%.Whether OEM plans to advance some North American orders in the third quarter to the second quarter, which will in turn affect the shipment intensity in the second half of the year will be the focus of observation.

6. Yangjie Technology SiC automotive grade powersemiconductorModule packaging project starts

According to Yangjie Technology's official WeChat, on the morning of May 9, Yangjie Technology's SiC automotive-grade powersemiconductorThe module packaging project has officially started.

It is reported that the total planned investment of this project is 1 billion yuan, covering an area of ​​62 mu, and the planned construction area is about 112,000 square meters.The project focuses on automotive-grade frame type and plastic seal typeIGBTModules, SiC MOSFET modules and other third generationssemiconductorProducts, benchmarking against international benchmarks, and product technical indicators catch up with international leading levels, and can achieve import substitution.After the project reaches full production, it is expected to achieve annual invoice sales of 1 billion yuan and tax revenue of 30 million yuan, injecting strong impetus into local economic development.