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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Wed, Aug 19

1 items

07:12Impact score 65
江波龙定增37亿加码AI存储
江波龙定增37亿元，其中8.8亿元投向AI存储及主控芯片研发。公司存货达85.17亿元居A股首位，并与SK海力士等原厂保持深度协同。
利多
充裕库存与产能投入将有效承接行业涨价红利，支撑业绩增长。
AI存储 PCIe SSD UFS江波龙, SK海力士 and 9 totalFinancial/Earnings

Sat, Aug 1

1 items

08:41Impact score 65
硅动科技Q2营收环比增32%，全年增长超100%
硅动科技Q2营收4.51亿美元，环比增32%，同比增127%，利润率创新高。公司预计Q3营收环比增15%-20%，全年营收将创纪录，同比增长超100%。
利多
NAND Controller NAND FlashSilicon Motion TechnologyFinancial/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