Fast action Deep inventory Smart substitutions What makes a great IC distributor in 2025? 🔹 Not just inventory. 🔹 Not just price. ✅ It's engineering + logistics + market timing — at the same time. #SCM #ICDistributor #SemiVon #SaudiUSForum2025

AI & EVs drive global PMIC demand. YM leverages multi-channel design & BOM-level sourcing to ensure stable systems and fast delivery. Engineering stability begins with the BOM. #PMIC #Semiconductors #EV #AI #IoT #EngineeringStability #YMInnovation

YM Innovation Technology (Shenzhen) Co., Ltd.’s New Year holiday schedule: Holiday: January 1–3, 2026 Normal operations resume: January 4, 2026 Thank you for your continued trust and partnership. We wish you a strong and successful start to the New Year. #HappyNewYear2026

As the year transitions, continuity matters as much as growth. Clear expectations are part of reliable supply chains. Year-end coordination is not about speed, but about predictability. #semiconductor #SCM #2026planning

From 2026–2028, the highest-probability ventures won’t be new chip companies, but irreplaceable nodes inside the AI hardware supply chain. YM Innovation Technology (Shenzhen) Co., Ltd is selling certainty, not silicon. #semiconductor #SemiVon #ChipSourcing #ChipSupplyChain

The best supply chains feel boring. That’s not an insult but the goal. Reliability is the most underrated technology. Wishing you a Christmas that feels calm and a year ahead that feels steady. 🎄 #MerryChristmas2025 #SCM #Semiconductors

#CES2026 will be about AI distribution, not peak performance, with heavy focus on: AI PCs On-device inference Edge AI Automotive compute The next 5–7 years of AI competition will be about efficiency, form factor, and cost-per-inference not raw FLOPS.

Within 5 years, EVs will polarize into two camps: Companies with ecosystems will dominate Hardware-only OEMs will be rapidly marginalized This mirrors the smartphone evolution. Apple’s iPhone pattern (2012–2017): after peak growth, shift to product diversification + services.

Batteries still make up 30–40% of vehicle cost, and price declines have slowed. Small EVs suffer from margin compression, so OEMs use SUVs—with higher prices and more options—to mask battery cost pressure. This is an engineering-efficiency decision, not a coincidence. #SCM #BEV

China’s edge is shifting from cost efficiency to decision speed, proven by EVs, AI deployment, and industrial IoT.

Chip winners win through ecosystems, not isolated tech. Nvidia’s moat is the CUDA–software–model–server–supply-chain stack. AI has moved from “model-driven” to “system-driven.” The gap lies in integrated efficiency across data, compute, productization, and business development.

The gains from AI and semiconductors are hyper-concentrated within a few supply-chain regions： The U.S. (GPU) Israel (algorithms) Taiwan/Korea (manufacturing) China Mainland (applications) Globalization is shifting from “market globalization” to “supply-chain re-nationalization”

Nvidia’s valuation swings widely because the market still treats it as a hardware company. But Nvidia is becoming a fusion of Windows + AWS + TSMC for the AI era. Once software revenue exceeds 25%, Nvidia’s valuation framework will naturally shift to a platform technology stock.

Stop selling technology. Start selling business outcomes: • more revenue • lower cost • fewer mistakes • faster decisions • better risk control Tech is not the story. Value is the story.

ICCAD-Expo 2025 #Chengdu #SMIC Are you here? Communication and consumer electronics chips for Chinese chip companies account for 66.48% of total sales, nearly two-thirds, while computer chips represent only 7.7%, far below the international benchmark of 25%.

Powering the AI Era: Efficient DC/DC Design for Edge Servers AI servers demand ultra-stable power delivery. Our engineers combine LTM4613 + LTM4620 + LM5148 to achieve 94%+ efficiency with precise voltage control — ideal for NVIDIA or Broadcom-based compute boards. #SemiVon #SCM

Who’s Actually Making Money in the AI Era? Nvidia TSMC Foxconn SK Hynix Micron...etc AI is a wealth-redistribution mechanism. Capital is flowing away from software and content toward scarce physical assets, such as compute, energy, and advanced manufacturing. #investment #semivon

TSMC hits 71% global foundry market share in Q2 2025, as Rockefeller of semiconductors. Samsung: ~8% SMIC: ~5% Intel: absent AI + 3nm/5nm + CoWoS = dominance. TSMC is reshaping the global chip supply chain. #TSMC #Semiconductors #AI

NVIDIA has shifted from being merely a GPU supplier to becoming the architect of the global AI infrastructure: From xAI, OpenAI, Intel, CoreWeave, Microsoft, Qualcomm, Fujitsu, Accenture, Uber, to national AI ecosystems in the UK, EU, and Saudi Arabia. #Leaderships #AI

Spot ICs – Immediate Supply #semiconductor #SCM #SemiVon

Behind every weapon’s strength is the chip that drives it. Modern defense isn’t just steel, it’s brains, power, and intelligence. Every awe-inspiring military parade isn’t just about tanks, jets, and missiles, it’s also a showcase of semiconductor technology powering them all.