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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Jul 19

1 items

22:12Impact score 85
Zilog Z80停产48年，2024年6月EOL
Zilog于2024年6月停止Z80 CPU订单，结束48年生产。该芯片曾用于ZX Spectrum等经典设备，现因晶圆代工厂停止支持而EOL。
利多
Z80现货供应将因停产而短缺，价格预计上涨。
Z80 CPUZilog, LittelfuseEOL/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

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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