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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Aug 12

2 items

18:16Impact score 65
SK海力士扩产成熟NAND 5万片/月
SK海力士计划于2027年上半年将大连工厂产能提升至5万片/月，主要生产100层级成熟NAND闪存。该扩产聚焦于成熟浮栅技术，将先进375层技术保留在清州工厂。
利空
成熟NAND供应，价格承压下行。
NAND FlashSK Hynix, SolidigmCapacity Change
01:43Impact score 60
SK海力士计划2027年扩产NAND 50%
SK海力士计划于2027年将大连NAND闪存产能提升50%，标志着子公司Solidigm在四年停滞后的重启投资。此举将量产200层以上3D QLC NAND以满足需求。
利空
随着全球NAND产能预计在2027年供需平衡，此次扩产将增加供应，可能对价格造成下行压力。
NAND FlashSK hynix, SolidigmCapacity Change

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Chip Teardown Lab1 opened

Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.

Component price indexNPI, vs. prior period

	$0.68	−5.9%
	$0.75	+0.2%
	$386.74	−21.3%
	$88.40	−0.2%
2026-W13	$14.89	−11.2%
	$478.20	+8.2%
	$0.68	−61.7%Unusual
	$0.01	+54.0%Unusual
	$0.12	−82.8%Unusual
2026-W13	$0.44	−12.5%
	$288.43	n/a

Period 2026-W18