Skip to main content

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

22:54Impact score 90
Kioxia宣布2D NAND停产，最后出货至2028年底
Kioxia将于2028年底前停止2D NAND及早期BiCS 3D NAND生产，最后出货日定于2028年12月31日。此次停产涵盖32nm至15nm等老旧制程节点，标志着自1980年代以来的平面NAND技术正式终结。
利多
该EOL计划将导致剩余老旧制程库存稀缺，现货价格预计上涨。
NAND Flash Planar NAND eMMCKioxiaEOL/Discontinuation

You've reached the end

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