Skip to main content

NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Thu, Jul 16

1 items

23:14Impact score 85
澜起科技Q2净利预增64%-81%
澜起科技预计2026年上半年净利润同比增长64%-81%至19.00亿至21.00亿元。业绩增长主要受益于AI需求旺盛，DDR5 RCD出货占比提升及互连类芯片收入攀升。
利多
互连芯片Q2收入环比增长19.5%，验证需求强劲，支撑股价上行。
DDR5 MRCD MDB澜起科技Financial/Earnings

Sat, Feb 28

1 items

19:36Impact score 98
澜起科技净利预增52%至66%，DDR5价格涨379%
澜起科技2025年前三季度营收40.58亿元（同比+57.83%），净利润16.32亿元（同比+66.89%），存货减值拨回3085万元。受益于AI服务器出货激增及DDR5渗透率提升，存储芯片价格大幅上涨，带动内存互连芯片市场扩容。
利多
公司预计2025年归母净利润21.5-23.5亿元，同比增长52.29%-66.46%。
DDR5 DDR4 Memory Interconnect ChipsLanjing Technology, Samsung Electronics and 4 totalFinancial/Earnings

You've reached the end

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