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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sat, Mar 28

1 items

01:35Impact score 88
苹果Mac Pro停产，终结20年塔式电脑历史
苹果正式停产Mac Pro，终结了20年的塔式电脑历史。该机型售价7000美元，搭载M2 Ultra芯片，因不支持独立显卡和内存扩展而失败。
利空
Apple Silicon需求，M2 Ultra库存积压风险增加。
Apple Silicon M2 Ultra Mac ProAppleEOL/Discontinuation

Wed, Mar 18

1 items

14:25Impact score 65
三星折叠屏停产，内存成本涨3-4倍
三星停止销售折叠屏手机，称内存成本涨3-4倍。受高生产成本及制造复杂性影响，公司暂未决定是否推出后续机型。
利空
需求疲软导致高端组件价格承压。
DRAM NAND Flash Flexible DisplaySamsung 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