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All 🔴Shortage Alert 📈Price Movement 🏭Capacity Change 📦Inventory Shift ⛔EOL/Discontinuation ⚠️Disaster/Disruption 📜Policy/Regulation 💰Financial/Earnings 🤝Partnership/M&A 🚀Product Launch 📊Market Analysis 🔧Technical 📰Other

60印度芯片产能将达每天7500万至8000万单位

IESA预测印度芯片产能到2026年底或2027年初将达每天7500万至8000万单位。美光、塔塔电子等OSAT项目将逐步投产。利空。供应增加将缓解短缺并可能压低价格。

DRAMNAND FlashSSD09:30

已到底

NPIAnalog$0.72▼ -6.5%Conn.$0.75▼ -2.4%CPU$491.11▲ +17.9%DDR4$88.55▼ -2.2%DDR5$14.89▼ -11.2%GPU$442.01– +0.0%MCU$1.78▲ +18.9%MLCC$0.01▼ -4.4%MOSFET$0.72▼ -5.8%PMIC$0.44▼ -12.5%SSD/HDD$288.43–Full Dashboard →

⚡ Trade Signals

98氦气现货价暴涨超50%，光刻胶溶剂成本飙升
96Google新技术致DRAM需求降
95DRAM NAND闪存价格暴涨占手机成本90%
95津巴布韦收紧锂矿出口，碳酸锂期货目标18-20万
95费城半导体指数暴跌4.8%，AMD美光跌超6%

📳 Market Focus

1
DRAM×60
2
NAND Flash×48
3
HBM×39
4
CPU×20
5
AI Accelerator×18
6
AI Chips×15
7
DDR5×13
8
Memory×11
9
GPU×10
10
SSD×8