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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Jul 3

1 items

14:22Impact score 60
索尼宣布2028年停产PS光盘
索尼宣布2028年1月起停止生产新游戏光盘。此举旨在推动PS平台全面转向数字媒体。
利空
实体光盘需求将长期萎缩。
CD-ROM DVD Blu-ray DiscSony, GitHubEOL/Discontinuation

Fri, May 8

1 items

22:00Impact score 90
三星SK海力士美光DDR4停产，OSAT产能被锁定
三星、SK海力士及美光宣布DDR4停产，产能转投HBM。此次EOL导致OSAT代工产能被大厂锁定，中小厂商面临无产能可用局面。
利多
HBM及先进DRAM价格，利空DDR4及中小存储厂商。
DDR4 HBM DRAMSamsung Electronics, SK Hynix 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