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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, Mar 20

1 items

03:17Impact score 98
美光Q2营收涨194%，毛利率升至74.4%
美光Q2 FY2026营收达236.8亿美元，同比增长194%，毛利率升至74.4%。受AI需求激增及HBM短缺推动，公司上调了DRAM和NAND价格。
利多
预计Q3将继续创纪录，供需紧张支撑价格上行。
DRAM NAND Flash HBMMicron TechnologyFinancial/Earnings

Tue, Feb 24

1 items

23:30Impact score 60
LX Semicon利润下滑超30%，韩Fabless亏损
2025年韩国约64%的Fabless厂商录得经营亏损，LX Semicon利润下滑超30%。主要受AI需求推高代工成本及中国芯片竞争加剧影响。
利空
韩国Fabless板块，厂商面临严峻盈利压力。
Flash Storage ADAS SoC AI SemiconductorLX Semicon, Gaonchips and 5 totalFinancial/Earnings

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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