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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Aug 31

1 items

00:01Impact score 65
英伟达预测营收增70%
黄仁勋预测英伟达2028财年营收将增长70%，远超市场预期。该预测表明AI需求强劲，将提振股价并推动未来供应链需求。
利多
NvidiaFinancial/Earnings

Thu, Mar 19

1 items

13:51Impact score 55
SK海力士薪资与资本支出创纪录
SK海力士2025年员工平均年薪达1.85亿韩元，同比激增58.1%，同时研发与资本支出均创历史新高。此增长由AI半导体市场繁荣及公司强劲业绩驱动。
中性
高额资本支出与研发投入预示积极的产能与技术投资，属长期供应信号，但无直接价格或短缺触发因素。
HBM DRAMSK HynixFinancial/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