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NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Mar 27

1 items

15:30Impact score 88
旭化成终止AlN基板UVC LED业务
旭化成终止AlN基板UVC LED业务，退出特定UV消毒细分市场。
利多
供应端收缩，相关产品价格或上涨。
UVC LED AlN substrateAsahi KaseiEOL/Discontinuation

Thu, Mar 19

1 items

08:20Impact score 85
铠侠停产TSOP封装NAND，2027年3月断供
铠侠将停产TSOP封装NAND产品，最终订单截止日为2026年9月15日，最后出货日为2027年3月15日。此举源于行业策略调整，制造商正将资源集中于TLC、QLC及DRAM，逐步淘汰低单位价值的MLC产品。
利多
特定封装形式的供应终止将收紧对应存量市场的供应，对相关库存价格构成支撑。
NAND Flash MLC NANDKioxiaEOL/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.

Tesla Model YAcross 30 electronic modules we confirmed 130 parts (120 part numbers), 34 of them from Texas Instruments.See the full teardown All teardowns

Component price indexNPI, vs. prior period

Analog	$0.68	−5.9%
Connector	$0.75	+0.2%
CPU	$386.74	−21.3%
DDR4	$88.40	−0.2%
DDR52026-W13	$14.89	−11.2%
GPU	$478.20	+8.2%
MCU	$0.68	−61.7%Unusual
MLCC	$0.01	+54.0%Unusual
MOSFET	$0.12	−82.8%Unusual
PMIC2026-W13	$0.44	−12.5%
SSD/HDD	$288.43	n/a

Period 2026-W18All categories