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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Tue, Oct 13

1 items

10:42Impact score 60
U-Best Innovative前三季营收创纪录
U-Best Innovative公布9月及前三季营收创纪录，鞋材需求强劲。公司拓展至新兴显示应用，供应链机会由运动服饰转向折叠设备。
利多
显示应用需求增长有望带动相关材料供应商业绩。
鞋类材料显示应用材料U-Best InnovativeFinancial/Earnings

Wed, Jul 8

2 items

19:44Impact score 95
京东方上半年净利预增近七成，LCD价格企稳
京东方预计2026年上半年归母净利润同比大增54%至69%，LCD价格企稳回升，AMOLED出货量超8000万片。TV面板需求受欧洲杯等赛事推动，8.6代线量产开启。
利多
确认面板行业景气修复与产能放量。
LCD panels AMOLED panelsBOE Technology GroupFinancial/Earnings
19:00Impact score 75
京东方2026H1净利50-55亿元，LCD价格回升
京东方预计2026年上半年归母净利润50-55亿元，同比增长54%-69%。受益于LCD面板价格企稳回升及柔性AMOLED出货量增长，公司业绩显著改善。
利多
行业供需改善预期增强，高端面板需求韧性支撑价格回升。
LCD 面板 AMOLED 面板京东方Financial/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