News

Market Trends

 Electronic Components Sales Trends: In June 2025, overall chip lead times fluctuated upwards, with some categories experiencing extended lead times. Major chip vendors saw slight increases in both lead times and prices. For example, DRAM products represented by DDR4 have stable lead times but significant price hikes. TI and ADI analog devices have stable lead times with partial price increases. MCU lead times remain stable but prices fluctuate. Infineon power devices have stable lead times but continue to see price declines. Murata and other MLCCs have stable lead times with both volume and price increases. Orders for automotive and industrial - related vendors are continuously improving, and inventory pressures are easing though still high.

Technological and Industrial Trends
Chiplet Standard Development Driven by Compute Power Demand: With the advancement of the "100 - chip war," the demand for underlying chip compute power is surging. Chiplet technology, which enhances chip performance and reduces costs, is poised to become the "ultimate move" for compute - power chips. The China National Electronic Information Technology Standardization Institute, in collaboration with Citic Securities, invited dozens of listed companies and international chip giants like NVIDIA, AMD, and Intel to an info - chip - themed Chiplet Technology Exchange Meeting. A horizontal chiplet standard targeting the market is expected to be released in August.

  News

U.S. Removal of EDA Ban on China: On July 2, 2025, the world's three major EDA vendors—Synopsys, Cadence, and Siemens EDA—received notice from the U.S. Department of Commerce's Bureau of Industry and Security regarding the removal of export restrictions on EDA software required for Chinese chip design. However, in the long run, the development of China's domestic EDA industry still needs to be accelerated to prevent being constrained in the upstream of the chip sector.