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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Aug 13

1 items

19:00Impact score 90
Cissoid停产2代HADES驱动芯片
Cissoid因X-FAB工艺停产2代HADES驱动芯片及IPM/ICM产品。公司加速3代芯片设计，计划明年发布，尺寸成本更优。
利空
2代产品断供将导致现货紧缺，价格短期看涨。
Gate drivers IPMs ICMsCissoidEOL/Discontinuation

Tue, Mar 31

1 items

09:10Impact score 90
Kioxia停产2D NAND，MLC NAND供应锐减
Kioxia中国发布EOL通知，计划于2028年12月31日停产Floating Gate及第三代BiCS FLASH产品。此举与三星提前停产2D NAND及TrendForce预测2026年MLC NAND产能同比下滑41.7%的趋势一致。
利多
随着三星、Kioxia等巨头退出2D NAND市场，MLC NAND供应将大幅收缩，现货价格面临上行压力。
NAND Flash MLC NAND Floating GateKioxia, Samsung Electronics and 4 totalEOL/Discontinuation

Wed, Mar 18

1 items

19:02Impact score 5
三星电子停产Galaxy Z TriFold折叠手机
三星电子将在售罄后停产上市仅三个月的Galaxy Z TriFold智能手机。该设备为限量生产的超高端概念产品，旨在测试技术与市场反应。
利空
/利空/关注：此次停产为低产量、小众设备的正常产品周期结束，对半导体元器件供需及价格无直接影响。
Samsung ElectronicsEOL/Discontinuation

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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