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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Jul 26

1 items

07:44Impact score 60
Lynas重稀土项目超支，营收增70%
Lynas Rare Earths称马来西亚重稀土项目超支，同期营收同比增长70%至2.89亿澳元。该矿企正致力于构建非中国供应链，但项目成本超支增加了未来供应的不确定性。
关注
重稀土价格走势，成本超支可能迫使供应商提高售价以覆盖开支。
Heavy Rare Earths Rare EarthsLynas Rare EarthsFinancial/Earnings

Wed, Mar 25

1 items

18:05Impact score 62
金力永磁净利同比增142% 产能4万吨
金力永磁2025年净利7.06亿元，同比增长142.44%，高性能稀土永磁产能达4万吨/年。受益于下游需求回暖及产能释放，公司在赣州、包头、宁波三地布局五座工厂。
利多
业绩大幅增长及产能扩张显示行业景气度上行，但需关注Q4环比下滑趋势。
稀土永磁高性能永磁材料金力永磁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